Forum Discussion
Immanuelvassalli
Feb 28, 2024Copper Contributor
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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