Action: Successfully Close

You can automatically move your project to the Successfully Close stage.

1. To successfully close a project automatically, click the Create Rule button and select Successfully Close.

2. Enter a name for your automation. This should briefly outline your automated action. For example, "Projects is paid". It will be displayed on the automation board.

3. In the Run field, choose a time when specific action (successfully closing) will occur:

• Immediately. The automation rule is run immediately after the stage/status change.
• X minutes/days/hours after the Current time, End Date or the Start Date, Created and Modified, as well as Completed and Opened dates for projects. For example, the notification is to be created in 5 days after the current time.
• X minutes/days/hours before the End Date or the Start Date. Automation is run the specified number of minutes (hours, days) before the specified date. For example, the notification is to be created 1 day before the project end date.
• Exact time — select the Start date or the End date, Created and Modified, as well as Completed and Opened dates for projects. The automation is run exactly at a specified time, for example, on the project deadline.

4. Add the condition that must be met for your rule to continue running. For instance, the project will be closed only if the project amount is more than $5.000. To create a condition, select a project field and custom values for the condition. 

5. After previous automation rule. You may set up the sequence of automation rules. This option empowers you to create a sequence of actions when your rule shouldn’t be run before the previous rule is applied.

6. Add a description to the action.

7. Once the project is closed, you can automatically archive tasks. To do that, enable the Archive tasks option.

8. Click Save to apply your changes.