Task, sub-task and checklist creation based on forms + workflowss
M
Michael McEwen
Clickup style automatic task + subtask creation based on a client moving to a pipeline stage eg closed won/project started.
Basically it just automatically creates the entire list of tasks and subtasks based on pipeline stage then assigns it to a staff member or round robin.
You can add notes/check off tasks and subtasks as you progress through delivery.
Use case:
I hate clickup and this would be such a great tool within GHL.
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