I’m building a workflow in our CRM board and am looking for help/suggestions on how to set up our subitems.
There are subitems (tasks) associated with each group (stage in our pipeline). As subitems associated with the first group are completed, the item will be moved to the next group, where there are a different set of subitems that need to be completed.
Is it possible to create a template item, with different subitems that will display depending upon which group the item is currently in?
Is there an automation that will enable an item to be moved between groups when certain subitems have been completed?
Thanks in advance for any assistance here!