How Do Subtasks Work?

Subtasks are smaller checklists which can be placed inside a task in your templates.

They are perfect for breaking complex tasks into smaller steps whilst still tracking your progress.

Note: In order to add or edit subtasks in templates, you must be an administrator or a member who has been given ‘can edit’ access by your administrator. 

How to use the subtask widget

To use the subtask widget, or any other widget for that matter, you must be editing a template.

Do this by clicking the cog next to a template’s name in your dashboard, then on “Edit this template”.

Click on the task you want to add a subtask to, then cast your eye to the right-hand widget menu.

Add a subtask by clicking the name “Subtasks”, or drag and drop it into place in the center of your screen.

Start typing in the empty fields to add details.

You can then add and delete tasks in the subtask list.

Add a subtask

Hit your “Enter” key to add another task to the subtask list,

Delete a subtask

Hit your “Backspace” key on an empty task to delete it.

Re-order subtasks

Copy, or cut and paste the details of your subtasks to re-order them in the list.

Learn more about how the other widgets work:


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