Predefined Group Of Tasks Or A Case With Multiple Tasks

[thecrmguy]

Hi

We have a business process that is required regularly, it is basically a group of tasks that need to be actioned before a job is complete - like a checklist.

Is there a way to create a template of a batch of tasks or a case of tasks which can be assigned to users without recreating them everytime?

TIA!

[yuri]

Hi,

If you have Advanced Pack, the Workflow tool can do such an automation. You could create a rule that creates specific tasks upon some event/condition.