What is Auto-Project Creation?

Auto-Project Creation is a system automation feature that instantly generates pre-configured projects whenever a new customer or site is created under a specific category. Instead of manually setting up new projects for every new client, the system automatically builds the designated projects complete with assigned categories, initial statuses, titles, descriptions, and user assignments.

How Is It Beneficial?

Automates client onboarding by generating projects instantly upon customer creation.
Aligns project structures across your organization, ensuring consistency in project naming, categorization, and initial workflows.
Reduces manual effort and human error by eliminating repetitive project setup steps for support and operations teams.
Accelerates team assignment by automatically linking designated users and customer permissions right from the start.

How To Set It Up?

Go to Company Settings > Automation Settings > Project Settings.

Choose the specific Site / Customer Category (e.g., Commercial) that will trigger the automated creation rule.

Enable System Triggers & Assignments

Enable During Site / Customer Creation: Check this box to trigger automatic project creation immediately when a new customer is saved.
Assign Site / Customer User(s): Check this box to automatically sync and map assigned users directly to the newly created projects.

Click + Add Template Row to add one or multiple projects that should auto-create for this customer category.

For each row, configure the following parameters:

Category: Set the project type (e.g., Installation, Sales, or Ad-Hoc Services).
Status: Define the starting status (e.g., Not Started, Deal Won, or Ongoing).
Title & Description: Enter the standardized project name and operational details.
Assign User: Select the default team member responsible for the project.
Automation: Link an underlying rule or follow-up automation tied to the project lifecycle.
Action: Remove any row template you don't need.

Click Save Project to activate the setup. Any new customer created under the selected category will automatically populate with these pre-configured projects.