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Projects · 4 steps

Automate tasks with rules, macros and blueprints

Let workflow rules react to task changes, apply saved changes with macros, and control stage moves with blueprints.

Before you start: Automation is for people who manage projects. Rules and macros live under PMS → Automation; blueprints are set per project.

1Create a workflow rule

Open PMS → Automation, choose Workflow rules, then New rule. Rules set fields, assign, comment, notify or call a webhook when tasks change.

2Create a macro

Choose Macros, then New macro. A macro applies a saved set of changes to a task in one click from the task itself.

3Check what ran

Executions lists every rule and macro run with its Result — success, skipped or failed — so you can see what happened to each task.

4Control stage moves with a blueprint

Open a project, choose Settings → Workflow, then Blueprint. Tick which stage moves are allowed and who may make them. Until you define a move, tasks can move between any stages; once you do, only ticked moves are allowed.

Plan with the Gantt, calendar and saved viewsSee the same tasks as a list, board, Gantt chart or calendar, and save the views your team uses.Work on the board and listMove tasks through the stages on the board, switch to a sortable list, filter the work and shape the stages to fit how your team works.

Still stuck? Contact our support team — or start a free trial to try this in your own company.