Zoho Projects Blueprint helps you define and design a workflow to automate processes in an organized manner. The main components of a blueprint are statuses and transitions: A status indicates what stage a task is in at a particular point in the ...
You can apply a blueprint to your tasks from the task details page. Navigate to a task and click on it to view its details. Click in the top right. Click Associate blueprint. Select a blueprint and then select a status to map the task. Click Map to ...
View task list budget View the planned versus actual cost and cost variance details in the list and detailed view of a task list. You can view this only if budget is enabled in the setup page. If your project is based on hours then Difference column ...
View a Configured Blueprint To view a configured Blueprint: Go to the Details page of a record which meets the process criteria. In the Automation Strip, you will see the current state of the record and the transitions available for that state. ...
State Each stage in your recruitment process is a state. They will be the values of a picklist field. Drag and drop a state to begin drawing your Blueprint. Example states: Picklist Values of the Deal Stage field. Contact Qualify/Unqualify Associate ...