How to Create and Manage Automations

Welcome to Kroolo, your ultimate smart productivity powerhouse!🚀

In this video, we'll guide you on how to create and manage automations within your projects, streamlining your workflow and enhancing efficiency.

Step-by-Step Guide to Creating Automations:

Navigate to the Project Section:

Open your project and click on the "Automations" tab.
Set Up Task Status Change Automation:

Select the template "When Status Changes."
Choose the initial status (e.g., "Open") and the new status (e.g., "In Progress").
Assign a new person automatically when the status changes.
Hit "Save" to create the automation.
Example: If Michael is the initial assignee and the task status changes from "Open" to "In Progress," the assignee will automatically change to Jack.

Create Task Assignment Automation:

Go to the "Browse" section and select "Automations."
Choose "When a Task is Created" and set it to assign to a specific person (e.g., Michael).
Hit "Save" to activate the automation.
Set Task Priority Automation:

Select "When a New Task is Created" and set the priority to "Low."
Save the automation to automatically set new tasks to low priority and assign them to the designated person.
Managing Automations:

Edit or Delete Automations:

Access the "Automations" tab to view all active automations.
Click "Edit" to modify, or "Delete" to remove any automation.
Deactivate Automations Temporarily:

Deactivate any automation from the active list to move it to the inactive section.
You can reactivate it later if needed.
Add New Automations:

Click on "Add Automation" or navigate to the "Browse" section to create new automations.
Conclusion:

With Kroolo, you can effortlessly create and manage automations, making your project management more efficient and productive.

Harness the power of automation to streamline your tasks and keep your projects on track.

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