This feature is great if you have certain tasks that do not necessarily require a full playbook, but includes several mini-tasks, and/or if these mini-workflows aren’t necessarily repeatable for all customers.
Take a look at how it works...
Also available for tasks within Playbooks & Triggered tasks!
Another exciting thing is that it is also available in the playbooks templates, as well as when you set up a trigger for a task.
Some things to note:
- You must still check the main task as done for it to be completed and logged.
- You also do not have to complete all of the tasks to be able to complete the main task, but it will show any subtasks as incomplete.
- Only the main task - once checked as complete and logged - will count towards activities completed in the Activities Insights.