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Repeating Checklists (Subtasks)
Repeating Checklists (Subtasks)
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Setup

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Using automation

Set up an automation to automatically add subtasks when a task is created.
Instead of pushing the
Add template checklist
⁠
in the
Tasks
⁠
table, You can set up an automation that automatically adds the relevant subtasks anytime a new task is created.
⁠

Turn on the automation

Open the automations panel by clicking the Settings icon (
settings icon.png
⁠
) in the top right of the toolbar 👆 and then choose Automations
coda-bot (1).png
⁠
. Then, click the automation rule called Add Subtasks to Task in the panel and select the toggle to turn it on.
The rules of the automation are:
WHEN the Type column changes,
THEN copy the relevant checklist from the template to the task who's Type was just modified.
⁠

Ready to give it a shot?

Make sure the automation is turned on, then select a Type on the following task:
Name
Type
List of Subtasks
1
My new task
​

No results from filter
⁠
⏱ now wait about 10 seconds...
The list of subtasks should automatically fill in to the tasks.
Cool, right? 👏
⁠
If you need help, or if it didn't quite work like you were expecting, shoot us a note by clicking on the question mark on the bottom of your screen ↪️

⁠

👉Next up:
Tasks
⁠
⁠

⁠

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