Split Task

To split a step in YoroCRM, you can follow these manual steps: 

  • Locate and click on the “Campaign” module. 
  • In the top right corner, you will find a Kebab menu (three vertical dots). Click on it. 
  • From the dropdown menu, select “Event Automation.” 
  • After selecting “Event Automation,” proceed to the Automation Center. 
  • Once found the sequence menu, select the Split Task drag-and-drop interface to use it within your workflow. 
  • To divide a step into two separate sub-steps within a workflow, you can employ the Split Task element within YoroCRM’s workflow sequence. This feature allows you to split a step into distinct parts, enabling more granular control within your workflow. 
  • Then, save all the changes and updates to the steps.