Use Conditional Logic in Subtasks

Last updated: March 13, 2026

Conditional logic makes your tasks smarter — show or hide subtasks based on how a user answers earlier questions, so people only see the steps that are actually relevant to them.

Steps

1. Open the Task Builder

  • Go to your Playbook or project and find the task you want to edit.
  • Click Edit Task to open the Task Builder.

2. Add Subtasks

In the preview panel, use the components menu on the left to add input types:

  • Yes/No questions
  • Multiple Choice
  • Text Inputs
  • File Uploads
  • Adobe Sign blocks
  • Videos or Links

3. Set Conditional Logic on a Subtask

  1. Select the subtask you want to make conditional.
  2. In its settings, find “Show this subtask if…”.
  3. Define the condition based on an earlier subtask’s answer. Examples:
    • Show this subtask if “Need Tech Setup” = Yes
    • Hide this subtask if “Contract Signed” = No

4. Preview Your Logic

  • Use the center preview window to test how subtasks display for different answers.
  • Switch between answer options to confirm the right subtasks appear and disappear.

5. Save and Test

  • Click Save when done.
  • Run through the task as an internal user or test project member to confirm the flow works end-to-end.

Tips & Troubleshooting

  • Order matters: A subtask can only depend on a subtask that appears before it in the list.
  • Keep it simple: Too many nested conditions can confuse project members. Use branching only where it genuinely adds clarity.
  • Layer conditions: You can combine logic, e.g. “If A = Yes AND B = No.”
  • Always test with sample answers before sharing with customers.