Geteilte Anleitung

How to create subitems

In this how-to guide, you'll learn the steps to create subitems in your BoardLeads overview, allowing for better organization and management of your tasks.

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·4 Schritte·23 Aufrufe·Veröffentlicht

In this how-to guide, you'll learn the steps to create subitems in your BoardLeads overview, allowing for better organization and management of your tasks. By following the outlined process, you can easily add specific details to existing tasks, helping you keep track of related actions efficiently.

Step-by-step Guide4 Schritte

  1. Click the BoardLeads section

    This action will navigate you to the BoardLeads overview where you can manage and track your leads effectively.

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

    Clicking this option will reveal additional details and options related to the selected task. This allows you to view more information about the task and manage its settings effectively.

    Click 'Expand this item'
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  3. Click Press Shift + Enter to Add a Subitem

    This action will create a new subitem under the currently selected task in the Leads section, allowing you to organize related tasks more effectively.

    Click Press Shift + Enter to Add a Subitem
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  4. Type Confirm email address in Subitem

    Input 'Confirm email address' in the Subitem field to specify the task detail directly related to the current item. This will help in tracking specific actions required as part of the task.

    Type Confirm email address in Subitem
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