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FluentCRM

#Feature Request

Request for FluentCRM Automation Trigger 'Subtask Completed' and Action 'Create Subtask'

Currently, we have a FluentCRM Board for 'Client Acquisition'. Within this, we have:

  • the Stages 'Started', 'Contacted', 'In Progress', 'Waiting For Payment' and 'Closed'
  • each potential client has a task created from a template task with subtask groups 'Scoped', 'Interested - Draft', 'Interested - Pending Signature and Deposit' and 'Onboard'.
  • within the potential client's task, subtasks are used to track where, within the sales pipeline, they are.

This requires manual updating of the subtasks completion status, and then the next subtasks assignment and due date manually added. The current 'Stage Changed' action does not work for this work for this workflow, as it would end up with duplicate tasks for a single contact.

In future, 'When a subtask is completed' (Trigger) within of these groups is completed, it would be good to be able to have 'Create a new subtask' (Action) and configure the new subtasks:

  • subtask group
  • assign the CRM contact responsible
  • set how many days later the due date should be.
  • 1 like
  • 3 comments

Ashik Khan

This is currently not available as a native FluentCRM/Fluent Boards automation trigger or action.
We’re taking note of this request and will forward it to our R&D team for future consideration.

Monique Tovo

Ashik Khan Thank you, Ashik! That's much appreciated. If I can provide any further details on the workflow, please let me know!

Ashik Khan

Monique Tovo, we will let you know if R&D requires further details. Thanks.