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Workflow Sub-Tasks

How to set up custom workflow sub-tasks

Daniel avatar
Written by Daniel
Updated over a week ago

Sub-tasks in Bloom let you break your workflows into specific, trackable actions, which is perfect for client onboarding, post-session, follow-ups, or delivery milestones.

How to set up custom workflow sub-tasks

  • At the top of your workflow, click on the task name.

  • Click "Add/Edit Subtasks"

  • Add your subtasks

  • Set your task color

  • Click save

  • Click on the task to open the subtasks

  • Mark off your subtasks to get your task to 100%

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