Creating Multi-Step Tasks

Last updated: March 13, 2026

Not every task is a single action. Sometimes you need to walk someone through a checklist, collect answers to several questions, or guide them step by step through a process. That’s exactly what multi-step tasks are built for — one task, multiple guided steps, zero confusion.

When to Use Multi-Step Tasks

  • Customer onboarding handoffs with several questions to collect
  • User acceptance testing (UAT) forms
  • Internal checklists that require multiple confirmations before sign-off
  • Any workflow where one task involves several distinct actions

Open the Task Builder

  1. Navigate to your Project or Playbook.
  2. Select a task and click Edit to open the Task Builder.

Add Your Steps

  1. From the left panel, drag step components into the center Preview area.
  2. Choose from multiple choice, yes/no, text inputs, video blocks, eSign requests, file uploads, date pickers, dropdowns, and more.
  3. Give each step a name and an optional description.
  4. Configure answer options for choice-based steps.

Add Branching Logic (Optional)

Define what happens based on how someone answers a Yes/No or choice question:

  • If Yes → route to the next relevant step
  • If No → skip ahead or end the flow

Branching keeps the task lean — users only see steps relevant to their situation.

Preview Before Publishing

  • Use the Preview pane to walk through all subtasks in sequence.
  • Test each branch to confirm the logic flows as expected.

How It Works for Users

  • Assignees see each subtask listed by step name with clear instructions.
  • They can save progress and return to finish later.
  • Once all subtasks are completed, the parent task is marked complete automatically.

Tips

  • Internal vs. customer-facing. Mark tasks as internal if only your team needs to respond.
  • Pipe answers into automations. Subtask responses can trigger actions in Salesforce or HubSpot.
  • One question per step. Focused steps get completed. Multi-part steps get abandoned.