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 and will be updated with each new version of Project Monitor. You can view the schematic diagram of an automation by clicking on its code.
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Frequently asked questions
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Can I create a new automation on my platform?
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Can I benefit from automation on my platform without changing my offer?
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What happens when I insert a template with automation?
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What happens when I apply a template with automation?
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Is it possible to remove automation from a project that has been created with a template containing automation?
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I've already created projects from templates in which I've set automation parameters. How can I add a new automation to projects I've already created?
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Can I mass-apply automation to projects other than via project templates?
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How do I know if there's a settings error in my automation?
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