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.