Sub-tasks are useful for recording follow-up work or breaking a large piece of work into more manageable pieces. Sub-tasks are often created automatically based on your responses to an online questionnaire. You can also create your own sub-tasks manually.Â
This guide covers the following:
Video guide to creating a sub-task
Step by step guide to creating a sub-task manually
Sub-tasks are often created automatically based on your responses to a questionnaire, however you can also create your own sub-tasks manually.
1. First you will need to locate the task which you would like your sub-task to be added to. You can locate the task list by selecting Tasks from the header bar (#1 in the screenshot below).Â
2. Search for the task within search bar (#2 in the screenshot below) and open it by clicking on the title of the task (#3 in the screenshot below).
2. Clicking on the task title will open the task page. To add sub-tasks, click on the Sub-Tasks button located on the menu bar (#4 in the screenshot below).Â
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3. The 'Sub-Tasks' panel will appear below 'Attachments', (#5 in the screenshot below).Â
4. To create your sub-task, click in the box where it says "What needs to be done?" and type the details of your sub-task. As you type in the box, two buttons will appear to the right - The save button (#6) will save your sub-task and the clear button (#7) will cancel it if you decide not to save it. Alternatively, you can press the 'enter/return' button to save the sub-task and 'escape' to clear or cancel.
5. Your sub-task will now be listed, (#8 in the screenshot below).
6. At this point, you should assign an urgency level to the sub-task, by selecting the 'None' button (#9 in the screenshot below) and choosing the appropriate level of urgency from the dropdown list (#10 in the screenshot below).Â
7. You can see how many sub-tasks you have in the small blue box to the right of 'Sub-Tasks' (#11 in the screenshot below).
8. From the Tasks list, the number of open sub-tasks can also be seen at a glance, (#12 in the screenshot below). In addition, a warning triangle indicates that whilst the task itself is not due, it has sub-tasks outstanding (#13 in the screenshot below).