Tasks
- Use Liquid Tags to Dynamically Fill Form Fields
- Creating & sending template emails from tasks
- Processes, Tasks, Boards, and Projects... What's what in ProcessKit?
- Copy a process to a task list (manually)
- See a birds-eye-view of all work in ProcessKit
- Using automated Task Actions
- Add custom form fields to tasks
- Notifications for tasks
- Assigning people to steps in a process (tasks)
- Creating dynamic start & due date rules on steps in a process
- View all of your tasks in one place
- Send a webhook when a task has been completed
- Adding sub checklists (sub tasks) on tasks
- Setting start dates and due dates on tasks
- Attaching files to tasks, projects, and clients
- Tracking activity on a task
- Using visibility rules to show or hide tasks under certain conditions
- Conditional logic based on Client attributes
- Using dependency rules to permit or prevent a task from being completed
- Propagate process changes to all active tasks & task lists