Organize a task sequence

Purpose
Build work sequences with tasks, subtasks and checklists within a project.
Before you start
Step by step
- 1
Open the project and create the required tasks using the task form.
- 2
Define each task's assignees and deadlines and organize subtasks/checklists when appropriate.
- 3
Record the execution order and dependencies on other deliveries in the description.
- 4
Track tasks in the project view and check the status of each delivery.
- 5
To create new actions from an event, configure available Task/Project automations and review their conditions.
- 6
To repeat the same sequence in other projects, use a project as a reference and recreate its tasks.
Available controls depend on your user permissions and organization settings. If an option is missing, ask the administrator to check your module access.