Whether you need an extra workflow level within the Hierarchy, or have objectives that need to be completed to finish an overall task, subtasks are the perfect solution.
Why Use Subtasks?
Subtasks add an additional layer to your structure, allowing you to define more detailed goals inside of your tasks. As with normal tasks, you can add layers of information to subtasks such as assignees, due dates and priorities.
Example uses for Subtasks
Create a task called "Edit onboarding documentation" with subtasks for each document
Create a task called "Build a website" with subtasks for each component of the build
Create a task for your Agile Epic called "Integrate with Google" with subtasks for each user story
Using subtasks to manage parts of an Epic, goal, or project? Plan and organize your workflow easier than ever by adding Subtasks in Multiple Lists!
Be sure to check out:
All the details about using Subtasks in Multiple Lists
A use case for product management
View Subtasks in List and Board Views
You can choose to display subtasks fully expanded below their parent tasks, or display them separately. The default display is to collapse all subtasks.
Display subtasks as separate tasks
Convert a task into a subtask
If you have one task that you want to convert to a subtask, it's quite simple.
Choose the specific task you'd like to change
Click on the ellipses
...at the top of the task window
Select "Convert to subtask"
Choose the new parent task to inherit this subtask
If you have multiple tasks that you want to convert into subtasks, utilize the Multitask Toolbar to select multiple tasks, statuses, or entire Lists and convert them into subtasks.
If the tasks you want to convert to subtasks are in the same view, simply drag one task onto another! You're also able to quickly rearrange your subtasks by dragging and dropping them where they should go.
Turning a Subtask Into a Task
It's easy to convert a subtask to a parent task as well.
Choose the specific subtask you'd like to change
Click on the ellipses
...at the top of the subtask
Select "Convert to task"
You can additionally select "Move subtask" to move it to a different task within your Workspace.
Nested Subtasks provide an additional layer of Hierarchy organization. It's essentially like creating subtasks within subtasks!
From the task view, click the ellipses next to a subtask to set a Priority, Date, Tag, and Time Estimate!
Add a list of subtasks to a task by simply copying and pasting from any outside doc or spreadsheet.
You can also create a brand new subtask for tasks in List View by selecting the icon below.
Make Changes to Subtasks in Bulk
Take advantage of the Multitask Toolbar to easily select multiple subtasks and make changes instantly!
You can also use the multitask toolbar for subtasks in the task view. Check out this doc to learn more!
You can also use the multitask toolbar in task view to automatically "sort", or re-order, your subtasks with the click of a button!
Subtasks vs. Assigned Comments
Assigned comments show up in the “To Do” area of a task and behave essentially as a subtask with simple statuses. They provide quick accountability for any comment in a task's activity feed.
For more options to create action items within a task, be sure to review our Checklist feature!