Automation and subtasks

Olof Nysten_z2sv50

I'm setting up my most advanced automation workflow yet.

The workflow is going to handle preboarding of employees.

A manager "orders" an employee to HR. Depending on what he/she enters, a number of sub-tasks is going to be created, for example "order computer". As the summary of the main task is the employee name I want to copy the summary so that the sub-tasks summary is "Order computer for {main tasks summary}". I also want the fields of the sub-task to be shown in the "main window", not the sidebar.

Is that possible?

Jack Brickey

Yes this is possible. I recommend you familiarize yourself with smart values. 

give it a try and come back with questions if you hit roadblocks.

FWIW, I have a similar process for Onboarding new employees but I chose to use a checklist addon as it works better for my use case and is easier to setup and maintain.