Workflow - complete task and create new task or follow-up task

Hi
I am looking to create a workflow that when a task is marked as complete another new task (or follow up task) is created automatically. Example: a service / product is delivered and a task is marked complete and so then a subsequent invoicing task is created and assigned to accounts
Any help would be greatly appreciated
Thanks,
David

@David_O_Donovan ,:wave: Welcome to the community!
You can use a rule to add a subtask and assign it to someone when a task is completed.

Here is a step-by-step guide

1 Like

This topic was automatically closed after 6 days. New replies are no longer allowed.