Welcome to Kroolo, your ultimate smart productivity powerhouse!<br /><br />In this video, we'll guide you on how to create and manage automations within your projects, streamlining your workflow and enhancing efficiency.<br /><br />Step-by-Step Guide to Creating Automations:<br /><br />Navigate to the Project Section:<br /><br />Open your project and click on the "Automations" tab.<br />Set Up Task Status Change Automation:<br /><br />Select the template "When Status Changes."<br />Choose the initial status (e.g., "Open") and the new status (e.g., "In Progress").<br />Assign a new person automatically when the status changes.<br />Hit "Save" to create the automation.<br />Example: If Michael is the initial assignee and the task status changes from "Open" to "In Progress," the assignee will automatically change to Jack.<br /><br />Create Task Assignment Automation:<br /><br />Go to the "Browse" section and select "Automations."<br />Choose "When a Task is Created" and set it to assign to a specific person (e.g., Michael).<br />Hit "Save" to activate the automation.<br />Set Task Priority Automation:<br /><br />Select "When a New Task is Created" and set the priority to "Low."<br />Save the automation to automatically set new tasks to low priority and assign them to the designated person.<br />Managing Automations:<br /><br />Edit or Delete Automations:<br /><br />Access the "Automations" tab to view all active automations.<br />Click "Edit" to modify, or "Delete" to remove any automation.<br />Deactivate Automations Temporarily:<br /><br />Deactivate any automation from the active list to move it to the inactive section.<br />You can reactivate it later if needed.<br />Add New Automations:<br /><br />Click on "Add Automation" or navigate to the "Browse" section to create new automations.<br />Conclusion:<br /><br />With Kroolo, you can effortlessly create and manage automations, making your project management more efficient and productive. <br /><br />Harness the power of automation to streamline your tasks and keep your projects on track. <br /><br />Sign up now - https://kroolo.com/
