Tasks templates
Is there a way I can define a set of tasks that I want to create every time? For example: periodic follow up tasks.
6 Replies
Everytime? You mean for example every time you create a company, those tasks are created?
Yes, or maybe allow the user to choose from a predefined list of templates. I have been exploring the product in detail and I think the only way now is through Zapier, Windmill or API right?
Right now, API is the only way (alternatively you can use n8n and workflow but that's still API), maybe in the future that'll change and it'll be possible once Workflow feature comes out
Nice, I didn't know about the workflow feature, that's great! I just checked some PRs, where can I find more info/timeline about the feature?
Sorry about delay, the only way to understand the vision behind this feature is by checking PRs and issues
We are aiming end of the year to release a first version of the workflow feature