Playbook task branching
We are seeking a way to create tasks based on the results of a previous task within a playbook.
For example, a CTA playbook might begin with these tasks:
- Internal Discovery and Outreach
- Email Customer
Within that “email customer” task, we should be able to select a task resolution option rather than simply clicking the completed checkbox:
- They responded - everything is good right now
- They responded - they have a roadblock that we need to escalate
- They didn’t respond after 5 days - we need to follow up with them
Depending on which option you would select above, subsequent tasks would then be added to your CTA playbook.