You can use an automation directly in a project. To use one or more automations set up in a project template , simply create a project using this template.

For example, the Apply a template has been set up in the "NEW - Request / New need" project template so that it is triggered as soon as the project status changes to "To be launched". Here's how to run an automation in a project:

1. Create a project from a project template in which an automation has been set up Project
2. Trigger the status trigger via the type of trigger set (in our example, project status ). To be validated)

The automation runs and a message notifies you that the process has been launched.

Apply template automation to projects

1. Click on Administration > Model settings > Templates > Project.
2. Click on a project template .
3. Click on Setup - Automation tab,
4. Click on the contextual menu automation.
5. Click on Apply to projects created from this template.

Apply multiple template automations to projects

1. Click on Administration > Model settings > Templates > Project.
2. Click on a project template .
3. Click on Setup - Automation tab,
4. Click on the contextual menu tab.
5. Click on Apply to projects created from this template.