Using subtasks

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Subtasks add an additional level of organization to your Workspace hierarchy, allowing you to create more detailed goals or smaller to-do items as part of a task. When a subtask is added, we refer to the original task as the parent task.

Just like tasks, you can add detailed information to like assignees, due dates, and priorities to subtasks.

What you'll need

Create a subtask

You can create subtasks wherever a parent task exists.

To create a subtask:

  1. Open a task and scroll down to see Subtasks section.

  2. Click into the New subtask field to add a task name and any other details.

  3. Click Save.

Note: You can also create subtasks using the Create subtask icon found on tasks.

Create subtask icon beside a task name.

Convert a task into a subtask

To convert a task into a subtask:

  1. Find the task you want to change.

  2. Click on the ellipsis ... at the top of the task window.

  3. Select Convert to.

  4. Select Convert to subtask.

  5. Choose the parent task you want the subtask to be under.

Tip: If the tasks you want to convert to subtasks are located in the same view, you can drag one task onto another and the task will automatically be converted.

Convert a subtask into a task

To convert a subtask into a task:

  1. Find the subtask you want to change.

  2. Click on the ellipsis ... at the top of the subtask window.

  3. Select Convert to.

  4. Select Convert to task.

Convert nested subtasks

You can move nested subtasks to different levels in the nesting by dragging and dropping them in List view.

Alternatively, you can do this using the ellipsis ... menu in the nested subtask's task modal. To do so:

  1. In the subtask modal, click the ellipsis ... icon.
  2. Select Move.
  3. Choose a new location for the task.
    Screenshot of someone moving a subtask to a new location.
  4. Click Continue to confirm.

Tip: You can use Bulk Action Toolbar to select multiple subtasks and make changes in bulk.

Display subtasks

You can display all subtasks under a parent task in a List, Board, or Box view. Find the Subtasks button in the upper right corner of your Workspace and choose a display option:

  • Collapse all: Subtasks are collapsed under their parent tasks. This option is on by default.

  • Expand all: Subtasks are expanded under their parent task.

  • As separate tasks: Display all subtasks and tasks at the same level. Subtasks can be identified by the subtask icon.

Subtasks icon used to change the display of subtasks within a view.

Nested subtasks

Nested Subtasks provide an additional layer of organization by giving you the ability to create subtasks within subtasks.

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