Streamline Your Workflows with Subtasks in Wealthbox

Discover how Subtasks for Workflows in Wealthbox can help you break down complex processes into manageable steps, enhance collaboration, and improve task tracking. Join Chris Kopanski, Senior Product Specialist, and Jomin Bishop, VP of Enterprise Sales, to learn how this powerful new feature enables multiple team members to work on different parts of a workflow step in parallel, ensuring efficiency and accuracy.

This webinar will cover:

1. How to add subtasks to workflow steps for better task management.
2. How to assign subtasks to multiple users to enable parallel work.
3. Tracking subtask progress within workflow steps for improved oversight.
4. Best practices for optimizing workflows and increasing productivity.