How to automate the project in Bright Return?

Easily automate project workflows in Bright Return with recurring schedules, template customization, and manager assignments. Streamline your projects now

1. Go to client in menu.
2. Navigate to Automation.
3. Go to rules tab.
4. Select the rule - click on automate according to state or without state.
5. Select project template and click on next.
6. Assign / Update Project Template(s), select frequency, Due in days, Project schedule and select project manager.
7. click on submit.