Configure Workflows in Pacer

Goal

Workflows allow you to automate actions based on task activity, helping ensure consistency, enforce requirements, and reduce manual follow-up across all locations.

Plan availability: Workflows are available on the Sprint plan.

Overview

Workflows are configured at the Baseline level, meaning you only need to set them up once and they will automatically apply to all locations completing that task.

Component	Description
Trigger	The event that starts the workflow.
Action	What happens automatically when the trigger occurs.

Available Triggers & Actions

The following triggers and actions are currently supported. This list reflects what is available today and will continue to expand over time.

Trigger	Available Actions
Task status changes (any status)	Send webhook notification Apply validation (e.g., require Project Coach)
Task marked Complete	Require comment Require file upload Require Project Coach selection
Task becomes past due	Send email notification
Task marked Not Applicable	Force selection of a different status Require comment Require file upload

Note: This article will be updated as new triggers and actions are introduced.

How To

1. Navigate to the Baseline Task from the Project Control Hub (PCH) or Baseline Task List.
2. Select the task you want to configure.
3. Click Show More to expand additional settings.
4. Locate the Workflows section.
5. Select a trigger and configure the associated action(s).
6. Save your changes to apply the workflow across all locations.

Tip: Configure workflows at the baseline level to ensure consistent automation and enforcement across every location.