Automatic Loading of Task Checklists Based on Status Changes

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.

Please authenticate to join the conversation.

Upvoters
Status

In Review

Board

💡 Feature Request

Date

28 days ago

Author

Jesse Archer

Subscribe to post

Get notified by email when there are changes.