Adding and managing subtasks

Subtasks are a convenient way to organize large tasks that require multiple steps in order to be completed. With the help of subtasks users are able to break down tasks into smaller, more manageable subtasks which can then be individually assigned to team members.

This article covers:

• Enabling subtasks

• Displaying subtasks in tasks
• Managing subtasks

Enabling subtasks

In order to be able to add subtasks to tasks, users first need to enable them in the project settings.

To enable subtasks in a project

1. Open the selected project.
2. Click on the three-dots menu in the menu bar.
3. Select Project Settings.
4. Enable Subtasks under Tasks.

Displaying subtasks in tasks

Now that subtasks are enabled, they can be added to tasks in variety of different ways.

To add subtasks from the scoping page

1. Open the selected project.
2. Go to the scoping page.
3. Hover over a task until the Create a new subtask icon appears next to the task name.
4. Click on the icon.
5. Fill in the parameters of the new subtask in the field under the parent task.
6. Click + to add.

To add subtasks from the task modal

1. Click on a task to open the task modal.
2. Scroll down to the Subtasks section.
3. Click to expand.
4. Click +New subtask.
5. Fill in the parameters of the new subtask.
6. Click + to add.

Managing subtasks

Once subtasks are created, users have the ability to edit, move or delete them just as they would regular tasks. Users can edit a subtasks parameters from either its task modal or from the scoping page.

To move subtasks from one task to another

1. Click and drag the selected subtask.
2. Drop to nest under another existing task.

To delete a subtask

1. Click the three-dots menu on either the task modal for the subtask or at the end of the task bar on the scoping page.
2. Select Delete.