Smart automations guides

The XTRF Platform offers you several automations for Smart projects. By using those automations, you can preconfigure and unify your projects, avoid repeating actions, and make project management as frictionless as possible. Smart automations can be managed on three levels:

• Global level → in the Configuration menu > Projects and Quotes > Automations (Smart). The automations configured there will be applied to all new Smart projects and quotes.

• Process level → in Add a Smart process template. The automations configured there will be applied to all Smart projects and quotes that use the specific process template.

• Project level → in the project’s Process, Jobs, and Finance cards. The automations configured there will be applied only to the current project.