Assign a "Track" within a "Track"

Created by Emilie Macke, Modified on Fri, 9 Aug at 1:25 PM by Emilie Macke

Within ServiceReef, there is the option to automatically subscribe a user to one track as they are moving into a new stage in the pipeline. To give organizations the ability to automate the process and move participants along to another Track there is the "Track Task".

Using the "Track Task" as the final task within a Track essentially strings the next Track onto your current Track. Only once completing the second track would the user then be moved into another Pipeline (or 3rd Track). If you choose to do this, your task list in the Track would look something like this:

Please remember, the Tracks are actually independent of Pipeline stages. You can assign anyone to multiple Tracks regardless of the Pipeline stage. The above example is a way to "automate" the movement to a new Track.