As it is you can have rules run on “Tasks” or on “Tasks and subtasks”.
I would find it useful if you could select a third option: run on subtasks.
Simple use case 1: I manually add an icon to every subtask to distinguish between tasks and subtasks in “My Task” view.
Simple use case 2: When a subtask is added, multi-home it in another project.
Or maybe there is already a solution for this?
Yes it would be amazing! Upvoting (make sure to upvote yourself)
This would be amazing!
Currently I am using a custom field that is only applied to subtasks added to the project to make this happen, but it’s still a pain (although better than before) for my particular use case & I don’t love the work around.
Well, one solution is to use our Flowsana integration which supports running rules only on subtasks.
I did not know this. Thank you.
But I would rather be able to add this rule at the My Tasks level, instead of every project.
FYI you can do this with Flowsana using its web portal - just select your “My Tasks” from the selection list when choosing the project to workflow-enable.
When creating rules, the current dropdown available is for:
I would like a third option here for: Runs on Subtasks
Benefits:
Just putting additional visibility on this. Would be great to have a native feature.
A post was split to a new topic: Rule to run on tasks and subtasks is only working on tasks
I’m definitely in need of this
We have many subtasks that are approvals and we are unable to run or trigger rules based on the subtask only
Desperately need subtasks only rules please
Example:
If one of the subtasks was rejected close out all and mark the main task as complete
Trigger a rule on one subtask
If the subtask title contains “keyword” do Y
I would like a rule about ANY subtask, not just ALL subtasks
I don’t want to have to depend on a third-party integration to do this. Should be a native functionality.
This seems like a logical next step in the dev and would massively increase the functionality and flexibility to perform certain processes.
Will be keeping an eye out for this!
I’d like to be able to have rules that only apply to subtasks and not necessarily their parent tasks. This is helpful with complex workflows.
Hi @Andrea_Gils_Monzón and welcome to the forum,
FYI I moved your post to an existing topic for this request. Be sure to add your vote for it at the top of the thread.
