Suggestions for Organizing Workflows
I want so badly to love this platform. The price is on par with my budget and required features and the interface is relatively intuitive. I'm currently trialing the free plan and will get the "business" plan if I can get the basics set up to my satisfaction. Where I'm getting stuck is a behavior that has thousands of user votes to improve, which is that sub-tasks can only use the same progress statuses that the parent task uses. So if I have a table with the task type customized to "Cases" (legal cases), and I want to track stages like pre-litigation, litigation, settlement, etc., I either have to use a custom field for that which is less intuitive because the dropdown field type doesn't really indicate progress the same way, or I can't track progress of sub-tasks because the task "follow up on discovery request" should be "not started, in progress, done" or similar.
Are people using relationship fields to get around this? So in my situation I would have a table of Cases and a separate table of Tasks that are related to each case? I'm open to doing this but it seems very cumbersome.