m
melico2013
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.