Shared guide

How to create subtasks

This how-to guide walks you through the process of creating subtasks in your project management tool.

viktoriaviktoria
·5 steps·36 views·Published

This how-to guide walks you through the process of creating subtasks in your project management tool. By following the provided steps, you'll learn how to manage task details, set up specific subtasks like meeting agendas, and keep your project organized and on track.

Step-by-step Guide5 steps
  1. Click Project A to view details

    Clicking on 'Project A' opens the project's detailed view, allowing you to manage tasks, track progress, and update project information.

    Click Project A to view details
    Loading screenshot…
    100%
  2. Click here to add a task

    Clicking this link will open an input field for you to create a new task under the selected project, allowing you to specify details such as task name, assignees, and due dates.

    Click here to add a task
    Loading screenshot…
    100%
  3. Click the 'Click here' link

    Clicking this link will activate the specified action related to the current task or project, enabling you to proceed with additional options or configurations.

    Click the 'Click here' link
    Loading screenshot…
    100%
  4. Type 'Meeting Agenda' in Subtask

    Enter 'Meeting Agenda' in the designated subtask field of your project to outline the agenda for the upcoming meeting. This will help keep all team members informed and organized regarding the meeting's discussion points.

    Type 'Meeting Agenda' in Subtask
    Loading screenshot…
    100%
  5. Type 'Next meeting' in Subtask Field

    Enter 'Next meeting' in the Subtasks section under the End of the Week Meeting task to define a new subtask. This helps organize the agenda for upcoming meetings effectively.

    Type 'Next meeting' in Subtask Field
    Loading screenshot…
    100%