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Task Hierarchy

It would be great if we can have a system where we can assign one task and when that one is completed another one is automatically assigned. With this feature, templates would be able to be made to manage many moving parts. (Ex: Client Intake: Task 1 - Initial Phone Call (and all that is required to be done during that time). Task 2 - Follow Up Task 3 Schedule Evaluation etc)

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  • Jul 10 2018
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