New Feature: Subtasks for Workflows

Wealthbox is excited to announce a powerful enhancement to workflow templates: Subtasks for Workflows! This new feature introduces more flexibility to sequential workflows and helps advisors break down complex processes into manageable, actionable steps. By adding subtasks, advisors can streamline workflows, ensure nothing is overlooked, and maintain a clearer view of progress at every stage. This enhancement makes it easier to manage tasks efficiently, improving productivity and ensuring better organization across teams.

How Subtasks Work

Subtasks allow you to break down larger workflow steps into smaller, more manageable pieces. With this new feature, Wealthbox introduces the ability to add non-sequential elements to sequential workflows. Multiple users can work on different parts of a step in parallel, making it easier to tackle complex processes and complete them more efficiently.

Key Updates

• • Assign subtasks to multiple users, enabling parallel work and faster completion of steps.
  • Track the progress of subtasks within the main workflow step, ensuring nothing is overlooked.
  • Maintain the structure of your workflow templates while adding flexibility where it’s needed most.

Benefits of Subtasks

• • Increased Collaboration: By assigning subtasks to different team members, you can ensure everyone contributes without waiting for a step to fully complete.
  • Improved Organization: Break down larger tasks into bite-sized pieces for better visibility and easier management.
  • Time Savings: Eliminate bottlenecks in sequential workflows by enabling simultaneous progress on subtasks.

Start Using Subtasks Today

Ready to experience the power of subtasks? Start creating subtasks in your workflows and see how it transforms your processes. For more information, check out this video “How to Add Subtasks to Workflow Steps” from our How-To video series.