Is there a way to add sub tasks to a task within a Success Plan?

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  • Updated 2 months ago
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Amanda Neil

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Posted 2 months ago

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Rob Begley, Official Rep

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Success Plans are comprised of Objective CTAs, acting as a group of CTAs.  Each Objective CTA can have a playbook of Tasks similar to all other CTAs.

Does this answer your question?
(Edited)
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Amanda Neil

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Almost :-)  What I am looking for is as a part of the CTA task is there another level in which we can add a sub task, hope that makes sense.  Looking to have Success Plans have Category then Objective, then Milestone (Task) then another option for a sub task of the that Milestone (task).
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Rob Begley, Official Rep

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Understood.

Unfortunately, there are no sub-tasks in the current Task model.  This would be a great enhancement, however, to have the ability to nest Tasks within Tasks!
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Amanda Neil

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How do we get this on the enhancement list?
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Rob Begley, Official Rep

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The easiest way is to get support from the community by creating an Idea type of post, with information on how you would want it to work and what your use case is.  Others can then vote for it and the Product team can take the feedback of the most desired items and work them into the roadmap.

I think having a 'Parent Task' would get a lot of traction for a variety of reasons.
(Edited)
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Lila Meyer, Official Rep

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I'll just convert this post to an Idea, Amanda, and that way we can track it and people can vote for it/comment.
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Amanda Neil

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I already created an idea for this, thank you

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Lila Meyer, Official Rep

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Thanks, Amanda! Here's the Idea post for anyone else who wants to vote for the Idea or comment.