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Converting Subtasks

Helen Chau avatar
Written by Helen Chau
Updated today

Converting a regular/standalone task into a subtask:

1 - Open the task and its properties window.

2 - Click on the 3-dot icon in the top right corner of the task window.

3 - Select Convert to subtask, a pop-up window will appear.

4 - Confirm the main task that this subtask should be linked to - You can select any main task across the workspace, as long as you have the member rights. You can also limit the results to the current project.

5 - Tick the box at the bottom if you would like to convert the main task into the subtask in the same tasklist.

6 - Click Confirm Convert - Your regular task is now a subtask!

Converting a subtask into a regular/standalone task:

1 - Open the subtask and its properties window.

2 - Click on the 3-dot icon in the top right corner of the window.

3 - Select Detach from main task.

NOTE: There is no option to change location, once a subtask is unlinked from its main task, it remains in the same tasklist as default.

Changing the main task of a subtask:

1 - Open the subtask and its properties window.

2 - Click on the 3-dot icon in the top right corner of the window.

3 - Select Change main task, a pop-up window will appear.

4 - Confirm the main task that this subtask should be linked to - You can select any main task across the workspace, as long as you have the member rights when untick the “Only current project” box.

6 - Click Confirm Changes - The main task of your subtask is now changed!

Converting a regular/standalone task with checklist items into a egular/standalone task with subtasks:

1 - Open the task and its properties window.

2 - Right-click on each checklist item and select Convert to a task.

3 - In the pop-up window select the location and title of the task, then select Create task.

4 - Open the task you have just created and its properties.

5 - Click on the 3-dot icon in the top right corner of the window.

6 - Select Convert to subtask.

7. In the pop-up window, confirm the main task that this subtask should be linked to - You can select any main task across the workspace, as long as you have the member rights when untick the “Only current project” box.

8 - Click Confirm Convert - Your checklist items is now subtasks!

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