Summary / When to Use This
Conditional logic lets you make tasks smarter by showing or hiding certain subtasks based on answers. This keeps projects clean and relevant—users only see the steps that apply to them.
For example, if a customer answers “Yes” to needing a technical setup, you can display follow-up configuration steps. If they answer “No,” those steps stay hidden.
Steps to Follow
1. Open the Task Builder
Go to your playbook or project.
Find the task you want to edit.
Click Edit Task to open the Task Builder.
2. Add SubTasks
In the preview panel, you’ll see the list of subtasks.
Use the components menu (left-hand side) to add inputs such as:
Yes/No questions
Multiple Choice
Text Inputs
File Uploads
Adobe Sign blocks
Videos or Links
3. Set Conditional Logic
Select a subtask you want to make conditional.
In the settings, look for “Show this subtask if…”.
Define the condition based on answers to earlier subtasks.
Example: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.
Switch between different answer options to confirm the right subtasks appear.
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 as expected.
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 when it adds real clarity.
Combine logic: You can layer conditions (e.g., “If A = Yes AND B = No”).
Testing is key: Always test your task with sample answers before sharing with customers.