I’m creating a template for a recurring process that my team does, and I need a way to create two possible flows. (Essentially, I want to turn a flowchart with multiple possible routes into a task template.)
I don’t want a bunch of extra tasks that we have to check off each time. I’ve looked into using milestones and approvals, and those don’t seem quite right, because the extra tasks for the path that is not applicable still exist and are created with every template. Is there some other way to build out a process flow into a task list that varies based on criteria at a decision point?
@Jordan_Hawkins - I completely empathize with this. Many many projects and processes in real life have different work paths depending on how the project goes.
A couple things I’ve done with my team and with clients to accommodate this type of workflow as close as we can:
Task template + Custom Field + Rule: Create a base task template that contains the info and steps you always need. Then, create a single select custom field with one option representing work path A, and the other representing work path B. Create a rule so that if you select Work path A, the task will populate with the relevant subtasks; and do the same with the relevant subtasks for work path B. This allows you to dynamically populate the subtasks based on what happens, instead of prepopulating it with irrelevant subtasks.
“IF” Sections: have an entire section of tasks be Workflow A and a different section be Workflow B. If section titled “IF WORKFLOW A” becomes irrelevant because you followed Workflow B, you can with a couple quick clicks, delete the entire workflow A section. This would be a fit for projects with multiple paths