New Workflow Automation for Project Management | Update

Managing projects shouldn't feel like herding cats. Yet for many teams, the constant manual work of routing projects, updating stages, and keeping workflows moving feels exactly that chaotic. That's why we're excited to announce our latest release that brings powerful workflow automation capabilities to your project management toolkit. Say goodbye to repetitive manual tasks and hello to streamlined efficiency.

What's New

This release is all about giving you back your time. We've built a comprehensive automation system that handles the routine work, so you can focus on what actually matters—delivering exceptional results for your clients.

✨ Workflow Automations That Actually Work

The star of this release is our new workflow automation feature. Think of it as your digital project manager that never sleeps, never forgets, and never needs coffee. You can now create automated workflows using a simple trigger-action system that requires zero coding knowledge.

Here's how it works: you set up a trigger (like "when a new project is created"), and then define what should happen automatically (like "move it to the New Leads stage in the Residential pipeline"). It's that straightforward.

Trigger-Based Automation System

The trigger system gives you granular control over when automations should fire. You can set up triggers based on:

• Project creation in specific pipelines

• Team assignment criteria

• Stage transitions within your workflow

• Any combination of these conditions

For example, let's say you're running a residential construction business. Every time someone creates a project in your Residential pipeline and assigns it to your ABC team, you can automatically route it to your New Leads stage for qualification. No manual clicking, no forgetting to move projects—it just happens.

Automation Templates for Quick Wins

Don't want to build from scratch? We've included pre-built automation templates for common workflows. These templates represent best practices we've seen from high-performing teams, giving you a head start on automation. Of course, you can still create completely custom automations from scratch if your workflow requires it.

Multi-Stage Project Routing

One of the most powerful aspects of v2.1.1 is intelligent project routing. You can set up conditions that automatically move projects through different pipeline stages based on specific criteria. This means new projects land exactly where they need to be, every single time, without anyone having to remember the routing rules.

See It in Action

Sometimes seeing is believing. Check out this quick walkthrough showing how easy it is to create your first automation:

[Loom video embed - Creating Effective Workflows with Automations]

In just over a minute, you can set up a complete workflow that would otherwise require manual work on every single project.

Why This Matters

Automation isn't just about convenience—it's about consistency, speed, and scalability.

Consistency: Human error is inevitable when we're doing repetitive tasks. Maybe someone forgets to move a project, or routes it to the wrong stage. Automations eliminate these inconsistencies, ensuring every project follows your defined process perfectly.

Speed: What used to take several clicks and conscious thought now happens instantly. Your team can handle more projects without adding headcount, and clients experience faster response times from the moment their project enters your system.

Scalability: As your business grows, manual processes become bottlenecks. Automation grows with you effortlessly. Whether you're managing 10 projects or 1,000, the automation works exactly the same way.

How to Get Started

Ready to create your first automation? Here's your step-by-step guide:

1. Navigate to Automations: Find the new Automations section in your dashboard

2. Choose Your Starting Point: Select a template or click "Create from Scratch"

3. Set Your Trigger: Define when the automation should fire (e.g., "Every time a project is created in the Residential pipeline, in any stage, for the ABC team")

4. Add Your Action: Specify what should happen (e.g., "Move project to the New Leads stage in the Residential pipeline")

5. Name and Activate: Give your automation a clear name like "New Projects to New Lead Stage" and toggle it on

6. Test It: Create a test project to watch your automation work its magic

Pro tip: Start with one simple automation to get comfortable with the system, then gradually add more complex workflows as you identify other repetitive tasks in your process.

What's Next

This is just the beginning of our automation journey. We're already working on expanding trigger types and action options based on your feedback. Stay tuned for future updates that will make your workflows even more powerful.

Try It Now

Version 2.1.1 is rolling out to all users today. Log in to your dashboard and click on the Automations section to start building your first workflow. Your future self (the one not drowning in manual project routing) will thank you.

Have questions or want to share the automations you're building? Reach out to our support team—we'd love to hear how you're using this feature to transform your project management.