Automatically Adding Subtasks

[Kevin_Walsh]

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.

[Christine_Bolton]

@Kevin_Walsh,

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.

Christine

[Kevin_Walsh]

Thanks Christine!