You can set “templates” which will off-set X days/hours after the present date by default.
So you could create a “Closing Follow Up” template containing a follow-up event 2 days and another 7 days after today. When you fire the template in the future, it’ll always be +2 days and +7 days from that date.
If what you’re referring to are tasks which get “triggered” upon the completion of another task, to my knowledge, this isn’t yet possible within S360. You must manually check the complete task complete, and then remember to fire the task templates yourself.
Of course, you could write a custom script using the API to do this, but that’s probably not efficient for your operation.
However, the functionality may not be far off. S360 may implement it directly, but probably not soon. They tend to shy away from workflow functionality and prioritize substantive functionality.
There have been murmurs of integration with Zendesk. This might also make “task triggers” possible if S360 allows tasks to be created by email. You could then send Zendesk an email upon a task completing (this is already possible), which would fire a Zendesk trigger to create a new task in S360 via email.
Yet another possibility is integration with a true Todo service which already has template/trigger functionality.
