July 14th, 2026

New

Organize Tasks Deeper in a Workflow with Subgroups

Task Groups just got a level deeper. You can now create Subgroups — a nested group under a primary Task Group — so the branching parts of a transaction stay organized on their own. Inspections can hold their own specialty inspections, and different financing types can each have their own set of subtasks.

Assign a dependent task to its primary group or one of its subgroups, remove a single subgroup without touching the rest, and finally drag your groups into the order your transactions actually follow instead of alphabetical.

Set it all up in Settings → Tasks Groups.

Learn more →