Automatically Adding Subtasks

Is it possible to have subtasks automatically added to a Task once it is created using a Form? For example, I have Form created to process a request for new software…Would like to have subtasks automatically added into the Task so the individual who is assigned the Task has a checklist to work off of to complete. Thanks.


Yes, you can do this using automations if you are on the Advanced Plan (previously Business).

See this forum post where Rebecca announces this feature.



Thanks Christine!

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