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Immanuelvassalli's avatar
Immanuelvassalli
Copper Contributor
Feb 28, 2024

creating tasks with default steps

Hello everyone 

 

I was thinking about the possibility to implement automatic steps in ToDo tasks, based on templates.

more easily explained:

- let's for instance say I need to follow up a mail and create a task on it

- The process is well known and the checks or tasks to be done are always the same

- I select the process' template I have previously created

- afterwards in the ToDo I will have already the "steps" based on the process I have to do

 

It's kind of a checklist.

 

Is it possible/would it be possible?

 

Many thanks.

Immanuel 

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