Can I assign tasks dynamically in Zoho Projects based on project roles or workload?
Yes, Zoho Projects supports both template-based assignment and automation via Blueprint for dynamic task routing:
Project Templates with Predefined Roles:
Assign tasks to user roles like “Designer,” “Developer,” or “Manager” rather than to specific people. When a project is created, it auto-assigns based on who fills that role.Blueprint-Based Routing:
Use Blueprints to enforce a sequence of actions where each step is assigned to the right person automatically.Task Automation via Webhooks or Zoho Flow:
Integrate Projects with CRM or Creator to trigger task assignment when certain conditions are met.Workload View:
Assign tasks based on who has availability or by checking the resource utilization report.
Use Case Example:
When a client onboarding project is created, all relevant tasks (e.g., data migration, kickoff meeting, checklist verification) are auto-assigned to the respective team members based on project roles.
This saves setup time and balances team effort effectively.
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