When adding subtasks from a template, have your subtasks automatically set to the correct dates
Here’s the newest Flowsana enhancement: when using the “Add subtasks from a template” rule action, you can now optionally have Flowsana add start/due dates to the subtasks it adds!
To do this, set a date on the “subtask template” task, then set dates on subtasks that you wish to have dated, where the subtask dates reflect the appropriate relative spacing from the “subtask template” date. (We recommend you set dates far in the future so it’s clear that these are just “placeholder” dates.)
Then, when you create the task that triggers the “Add subtasks” rule (that is, the task under which the subtasks get added), set its actual due date. Flowsana will then populate the subtask dates appropriately, relative to this actual date.
For example, let’s say you have an employee onboarding template and have three subtasks that you want performed two weeks, one week, and one day prior to the onboarding deadline. Set your template like this:
If you then trigger the “Add subtasks” rule on a task that has a date of July 16, this will be the result:
In other words, Flowsana calculated the relative distance between each of the template subtasks and the parent “subtask template” task’s date; then it took the actual target date of July 16 and it set the date of each subtask to the same relative distance from July 16 - two weeks, one week, and one day.