Create and edit subtasks in List and Board view

Create and edit subtasks directly from List and Board views.

What you'll need

  • You can create and edit subtasks in List and Board view on every plan.
  • Everyone, including guests with edit and full permissions, can create and edit subtasks in List and Board view.

Create a subtask from List view

To create a subtask from a List view:

  1. If the task does not have any subtasks, hover over the task and click the Create subtask icon.
    Screenshot highlighting the 'create subtask' icon.
    • If the task has one or more expanded subtasks, click the plus icon next to the subtask icon to create a new subtask.
    • If the task has one or more collapsed subtasks, hover over the subtask icon to display the plus icon. Click the plus icon to create a new subtask.
  2. Name your subtask.
  3. Add an assignee, due date, or any other additional information.

  4. Press Enter on PC or Return on Mac to save.

For more granular subtask organization, you can arrange subtasks into their own hierarchy using nested subtasks.

Create a subtask from Board view

To create a subtask from a Board view:

  1. Click + Add Subtask at the bottom of the task card or hover over the task and click the Create subtask icon.
    Screenshot of the 'add subtask' button in Board view.
  2. Name your subtask.
  3. Add an assignee, due date, or any other additional information.
  4. Press Enter on PC or Return on Mac to save.

Display subtasks

Click Subtasks in the upper-right corner of a List or Board view to reveal the following options:

  • Collapse all: Hide subtasks from view. Click the expand icon on a task to show all its subtasks.
  • Expand all: Expand subtasks directly beneath their parent tasks.
  • As separate tasks: Display subtasks as separate items from their parent tasks. Select this option if you want subtasks to appear in your filtering results.

Bulk edit subtasks

Utilize the Bulk Action Toolbar to quickly take action on tasks and subtasks. Before bulk editing, make sure subtasks are set to Expand All in the upper-right corner of the view.

To bulk edit subtasks in List view:

  1. Hover to the left of the tasks and/or subtasks and click the selector buttons.
  2. Click one of the bulk action options on the Bulk Action Toolbar.

In Board view, you can either:

  • Hover over an expanded subtask task card and click the circle that appears at the bottom.
    Screenshot of someone selecting multiple subtasks using the Bulk Action Toolbar.
  • Click the ellipsis ... in the upper-right corner of a column and click Select All to select all tasks and their subtasks within the column. Then, click the bulk action option on the Bulk Action Toolbar.
    Screenshot highlighting the ellipsis menu in Board view and the 'select all' option provided in it.

Convert tasks to subtasks in List view

Drag and drop a task onto another to convert it into a subtask. You can then rearrange subtasks by dragging and dropping them in the order you'd like to see them.

Gif showing a user drag and drop a task beneath another task.

Updated

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