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How to create subitems

This how-to guide walks you through the process of creating subitems in your task management system, enhancing organization within your Leads board.

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·6 steps·19 views·Published

This how-to guide walks you through the process of creating subitems in your task management system, enhancing organization within your Leads board. You'll learn how to navigate to the appropriate workspace and board, expand task details, and add new subitems for better task breakdown and management.

Step-by-step Guide6 steps
  1. Click the BoardLeads section

    This action will navigate you to the BoardLeads interface where you can manage and view your lead details.

    Click the BoardLeads section
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  2. Click the Expand this item option

    This action will reveal additional details for the selected task in the To-Do section. You can view more information, edit task specifics, or manage its status after expanding.

    Click the Expand this item option
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  3. Click Press Shift + Enter to add subitems

    By pressing Shift + Enter, you can insert additional subitems under the current task, allowing for a more detailed breakdown of your tasks within the Leads section.

    Click Press Shift + Enter to add subitems
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  4. Type 'Subitem 1' in Add Subitem

    Enter the text 'Subitem 1' in the Add Subitem field to create a new subitem under the selected task. This allows you to organize and manage your tasks more effectively.

    Type 'Subitem 1' in Add Subitem
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  5. Click here to add a subtask

    This action allows you to create a new subtask under the currently selected task. After clicking, a field will appear where you can enter the details of the subtask.

    Click here to add a subtask
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  6. Type 'Subitem 2' in Add Subitem

    Enter 'Subitem 2' in the input field under the Subitem section to create a new subitem associated with the selected task. This allows you to organize tasks more effectively within your Leads board.

    Type 'Subitem 2' in Add Subitem
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