How To Use Subtasks

Subtasks are small lists of items that can be checked off in your workflow runs.

They are really useful if you need to break complex tasks into smaller steps, which also need to be completed, but don’t require any extra instructions adding into them.

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

Users: In order to add or edit subtasks in workflows, you must be an Administrator or a Member who has been given ‘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 workflow.

You can edit a workflow by clicking the three dots next to its name (or click your workflow’s name) then when the right-hand menu opens, select “Edit”.

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

In the content section of your editor, you can add subtasks 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.

Pro tip: You can copy a list of subtasks from a google doc or a spreadsheet straight into the blank fields of your subtasks, to help populate them quickly. Extra rows will be created automatically for the size of the list you paste in.

How to add a subtask

Hit your “Enter” key to add another task to the subtask list. Keep hitting enter until you have enough subtasks for your needs.

Delete a subtask

Delete any words in the subtask row first, then hit your “Backspace” key or delete key to delete the row.

Re-order subtasks

You cannot drag and drop subtasks into place. Instead, you can 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 you run the workflow.

This means that all the checkboxes need to be completed before you can complete this particular task.

Subtasks in workflow runs

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

Notice the red warning highlights and flash notification when you try to complete a task, without completing all the 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.

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

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!

Limitations

You cannot drag and drop subtasks in your list, or hyperlink the text within them.

Learn more about how the other workflow building widgets work:


 

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