We have a task that needs to move between sections automatically when certain subtasks are complete.
Example: When Onboarding subtask task is marked complete, the entire task should be moved to the next section (Pre-Launch Review). The completion of the Review Subtask should move the entire task to the next section (Active Clients)
The current options I see in the rules are based on either the task status or all the subtask stati. No option for just a single one.
Hi @Elijah_Daves, welcome to the forum!
We solved this by setting up rules that add the relevant subtask(s) for each stage.
In your example, the Onboarding subtask would be the only one assigned in that first section. Once it’s completed, the rule “when all subtasks are complete” moves the parent task into Pre-Launch Review and automatically adds the Review subtask.
From there, the same logic applies: when the Review subtask is completed (all subtasks in that section are done), the rule moves the task into Active Clients.
Best,
Jeremy
So basically, instead of the task being fully built out, it builds itself in layers as each preceding task is complete?
Correct! This also keeps assignments from overloading teams My tasks sections until they are relevant.
Thanks!
Hi @Elijah_Daves,
FYI another option is to use our Flowsana integration; our rules can support this exact use case. For example:
This topic was automatically closed 30 days after the last reply. New replies are no longer allowed.
