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. 

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