In this article, we'll cover the following Subtasks functionalities:
1) Creating Subtask
To add a subtask within a task, click on the task to open task properties.
Click on + Add Subtask and start typing
Hit Enter or Create.
2) Editing the Subtask properties
Click on the subtask
Set or edit the following:
Location
Start/Due Date
Remind on
Assigned to
Followers
Tags
Time Spent
Points
Label
3) Adding checklist items in the subtask
Click on the subtask
Click on + Add checklist item and start typing a checklist item.
Hit the Enter key to continue adding items
4) Convert a regular task into a subtask
Open the task you would like to convert
Click on the three dots in the top right corner of your task window
Select “Convert to subtask” which will open a pop-up box
Search for the name of the task that should be the main task of your converted subtask. Limit your results to the current project if needed.
Tick the box on the bottom if you would also like to move the subtask to the same tasklist as the new main task
Click “Confirm Convert” - your task is now a subtask!
5) Convert a subtask into a regular task
Open the subtask you would like to convert
Click on the three dots in the top right corner of your task window
Select “Detach from main task” - your subtask is now a regular task!
6) Change the main task of a subtask
Open the subtask you would like to move
Click on the three dots in the top right corner of your task window
Select “Change main task” which will open a pop-up box
Search for the name of the new main task or limit your results to the current project if needed
Tick the box on the bottom if you would also like to move the subtask to the same tasklist as the new main task
Click “Confirm Changes” - the main task of your subtask is now changed!
7) Converting your existing tasks with checklist items into main tasks with subtasks
Click on the task to open the task window
Right-click on each checklist item and select “Convert to a task”
In the pop-up window select the location and title of the task, then click on “Create task”.
4. Open the task you just created
5. Click on the three dots in the top right corner of your task window
6. Select “Convert to subtask” which will open a pop-up box
7. Search for the name of the task that should be the main task to your converted subtask. Limit your results to the current project if needed.
8. Tick the box on the bottom if you would also like to move the subtask to the same tasklist as the new main task
9. Click “Confirm Convert” - your checklist item is now a subtask!