How to Create a BluePrint in Zoho Projects

  1. Click on the settings in the upper right corner of the top bar
  2. Navigate to Task Automation > Blueprint
  3. Click New Blueprint
  4. In the popup which opens, choose the module, select a layout, and enter a description for your blueprint.
  5. You can specify criteria based on which the blueprint will be executed. 
    1. If you want the blueprint to be executed for a particular task, specify the task name in the criteria. 
    2. If you don’t specify any criteria, the blueprint will be executed for all modules.
  6. Click Save