We would like to suggest a feature enhancement for the Task Management module.
Currently, when we create a task and select a template, the initial set of checklists is loaded. However, we feel it would greatly improve workflow efficiency if additional checklists could automatically load as the task status changes.
For example, in our case, when a task transitions from "Account Setup" to "To Be Scheduled," there are specific checklist items that need to be completed at this stage before the task can proceed to the next stage. It would be beneficial if these relevant checklists were automatically added upon the task status change.
This would help streamline task management by ensuring all necessary steps are clearly presented at each stage without manual intervention.
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In Review
💡 Feature Request
28 days ago
Jesse Archer
Get notified by email when there are changes.
In Review
💡 Feature Request
28 days ago
Jesse Archer
Get notified by email when there are changes.