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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
/Administration
Administration
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Model settings
/Automations
Automations
Automations

Automations

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Automation

Automations automate repetitive or unnecessary actions in the application.

They can be configured within a project or project template , and affect aspects such as scheduling, tasks and exchanges.

An automation is defined by a trigger event that will execute an automation on one or more projects.

The list of automations cannot be modified. You can view a diagram of an automation by clicking on its code.

Automation list

Screen listing the various automations available on the platform
Screen listing the various automations available on the platform

There are no view or filters for this screen.

The automation list cannot be edited.

The list will be extended with each new version of Project MonitorProject Monitor. You can view the schematic diagram of an automation by clicking on its code.

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Rights required : View the platform's automation processesView the platform's automation processes

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Read more : Workflow memoWorkflow memo Use automationsUse automations
Apply a templateApply a templateClose child tasks when parent task is closedClose child tasks when parent task is closedInsert a templateInsert a templateChange task status when milestone status changesChange task status when milestone status changesChange project statusChange project statusModifying the status of the parent taskModifying the status of the parent taskChange milestone status when task status changesChange milestone status when task status changes
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