A useful feature would be to create maybe a specific type of option where a task can auto-create either sub-tasks or additional instances of the first task (with set suffixes?) to auto-populate in the task list so I can schedule them later.
(I don't know that "workflow" is the best word for me to use as this isn't necessarily related to what Morgen workflows are [but could be if that is deemed best].)
For example:
I receive an order that needs customization, and there are multiple steps in the process that I would like to create tasks for. As of right now, I create tasks to:
Create design: "Order #1718569 - Design"
Send proof to customer: "Order #1718569 - Send Proofs"
Process order & send to print (indefinite time in the future once approval is received): "Order #1718569 - Print"
Process shipment information once order is complete: "Order #1718569 - Shipment"
As of now, I'm just copy/pasting multiple instances of the task to achieve this and editing the title or description as needed, but it would save so much time to have multiple tasks auto-populate based on set rules.
Another example is for when I am notified that a specific event is happening on a certain day, I'd like to be able to either add a triggering event/task that will auto-create tasks leading up to the event. For instance, the event is scheduled on Friday, but I want a task to auto-create for 3 days before, and a separate task to auto-create a week before, etc.
Please authenticate to join the conversation.
In Review
Feature Request
Automations and AI
10 months ago

melico2013
Get notified by email when there are changes.
In Review
Feature Request
Automations and AI
10 months ago

melico2013
Get notified by email when there are changes.