Zoho Deluge task creation in Projects
Zoho Deluge task creation in projects
Automating tasks in project management can significantly streamline workflows and improve consistency. A common challenge in project setup is ensuring that the correct task templates are applied based on specific project requirements. Zoho Projects offers a powerful solution to this by allowing you to dynamically generate tasklists based on values selected in custom fields, leveraging Custom Functions and Workflow Rules.
Consider a scenario where a 'Category' custom field is created within the Tasks module, with values directly corresponding to your available task templates. When a specific task (e.g., 'Development') has a value selected in this 'Category' field, you can automate the creation of a tasklist by applying the matching task template. This eliminates manual selection, ensures consistency, and speeds up project initiation.
This automation is achieved by setting up a custom function within Zoho Projects, which is triggered by a workflow rule. The custom function reads the value from the 'Category' field and then programmatically creates the appropriate tasklist using the Zoho Projects API.
To implement this, you will need to create a connection with the necessary scopes ("ZohoProjects.tasklists.ALL, ZohoProjects.tasks.ALL") and integrate a custom function into your workflow rules.
For more details on how to set this up and for the necessary custom function code, refer to the source of this article.
