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Task Steps Table

Task Steps are used to define a multi-step process within a single task rather than creating several tasks. This makes sense especially when the same person is performing all the steps.

Individual records are linked to a specific task template and can only be used in that template. Task Steps are simple records with a Step Number, Status, Title, Description and the Task Template it is used in.

They appear within task records as a related table that are ordered based on the Step Number. A sample is shown below:

Use Case

Task steps are created from within a task template, as shown above in the task template section, or they can be created directly with the task template specified. There is no automation on this table.

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