I have to start off by saying my organization LOVES the update to subtasks that make them visible in a dropdown view from the main task. I was curious if there is an option/plan down the line within rules to have an automation option that when a task is added to a project with a specific custom field selected a predefined list of subtasks automatically could populate attached to the main task?
Background: I am trying to work closely with our director of CRO to come up with a more fluid workflow process for her team that does not require them to be working out of multiple projects. While for certain areas like Landing Page creation, for example, we have a great template set up of the foundational tasks needed to create a landing page experience, the team does not love having to create a new project for each landing page experience request. I think the automation of a list of subtasks that populate based on certain custom field selection on the main task would help improve that team’s overall efficiency and productivity immensely.
Ex: Trigger: Task is added to a CRO request project +Custom field of [request type] selection is “New Landing Page Experience”…Action: subtasks X, Y, Z are automatically added to that task.