Sub Tasks within a Process Template
in progress
M
Mighty Crab
Yes please!!!
Kristen W.
in progress
Kristen W.
Merged in a post:
Checkboxes within Process Items
I
Ideal Lamprey
I would like the ability to add a checklist within the individual items in a process that would lead to it's completion. This would allow us to create processes for onboarding users with the steps to complete each individual item checkable.
Kristen W.
in review
L
Lovely Ant
Subtasks should also be optional along with the tasks. OR a Task should have a question and recording the answer marks the task as N/A, complete, or required. e.g. Is computer laptop? Yes - Install software X No - Mark task N/A.
Kristen W.
Merged in a post:
Process Templates - Ability to have nested/sub items within a Process Template
G
Gold Lamprey
We would like to see the ability to have sub items/nested items within a Process item.
An Example:
- Security Score
- Create Safe Links policies for email messages
- Ensure multifactor authentication is enabled for all users
- Ensure 'Self service password reset enabled' is set to 'All'
That way we can group these items together within the one Process Template not lots.
Z
Zestful Stoat
Yes we need this as well. I checked a new checklist today. And so far there are 31 tasks on it. I still need to add more. The problem is also when assigning tasks. It takes forever. Need the ability to select multiple items and assign to a person. Or when these tasks are subtasks. When we assign the group task it auto assigned these by default to this user, and then can modify if any subtasks need to be assigned to other staff.
Kristen W.
Merged in a post:
Process Checklists
O
Orange Halibut
It would be great if we could create sub tasks to check off under a main task and when all sub tasks are checked the main task is auto checked off.
D
Distinguished Dragonfly
I feel you can not use templates to onboard full customers with out it.
G
Gray Hornet
Yep this is really needed - we have to make A LOT of separate templates at the moment to use this onboarding checklist:
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