How Do Subtasks Work?

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

They are perfect for breaking complex tasks into smaller steps, which need to be checked off, but don’t require any extra instructions.

Better still, you can make subtasks required fields, so that all the steps are mandatory to complete before moving on in the checklist.

Users: 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 three dots next to a template’s name in your dashboard, then when the right-hand menu opens, select “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 also copy a list of subtasks from a google doc or a spreadsheet straight into the blank fields to help populate your subtasks quickly.

You can then add and delete tasks, as needed 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.

Make subtasks required fields

Underneath your subtasks, you’ll see a small checkbox that you can tick to ensure that all the subtasks are completed when a checklist is run.

Subtasks in checklists

If the subtasks in your checklist are required fields, you will see a red asterisk * next to each one.

Notice how in the example below, we cannot complete the task until all the subtasks have been completed. This is because we have made their completion mandatory by making them required fields.

You can also see a progress bar in the task on the left side of your screen, which indicates how many of the subtasks have been completed. Notice how in the gif above, this changes the more subtasks you check off.

As soon as you have completed all the required subtasks, you can then complete the task and continue with the rest of the checklist.

Of course, if you choose not to make your subtasks required fields, then that’s fine. You could even create some that are required and add another set of subtasks that aren’t required. The choice is yours!

Learn more about how the other widgets work:


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