Subtasks

This feature is available to Business Users.


Create subtasks to break large tasks into smaller, more manageable chunks. Subtasks have all the functionalities of normal tasks and are connected to their parent task through a Task Relationship.


Create a Subtask

Once subtasks have been enabled in a project, they can be added to any task. To create a subtask:

  1. Open a task.
  2. Click + Add Subtask.
  3. Give your subtask a name. You can also add an assignee and/or due date.
  4. Click on a subtask to open it.
  5. If Show subtasks is enabled, your subtask will appear in the same section as the parent task.
Organizing Subtasks

Subtasks can be moved to any project or section, regardless of where their parent task is located.

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Working with Subtasks

When opened, subtasks have all the functionalities of normal tasks (and can even have their own subtasks!). This means that subtasks can be moved/edited independently of their parent tasks.

Subtasks can also be managed directly from their parent task. From the parent task, you can:

  1. Complete the subtask.
  2. Add an assignee to the subtask.
  3. Set a due date for the subtask.
  4. Click on the subtask to open it.

    subtask actions@2x.png

Hide/Show Subtasks in a Project

Project Administrators can choose whether subtasks are visible within a project. To toggle between showing and hiding subtasks:

  1. Click the sidebar icon in the top-right corner of your project.
  2. Switch to the Filters sidebar by clicking the filters icon (three lines).
  3. Click the switch next to Show Subtasks.

showsubtasks.gif

Show subtasks in the timeline

Subtasks can be displayed in the timeline by activating the filter in the sidebar.


Detach a Subtask from its Parent Task

You can detach any subtask from its parent task to remove the subtask-parent task relationship. To do this:

 

  1. Open the subtask.
  2. Click Detach in the top-right corner of the task window.

    detachsubtask@2x.png

Attach an Existing Task to a Parent Task

Converting an existing task into a subtask is now available. You can (re-)attach any task as a subtask to another task. To do this:

 

  1. Open the task you want to make the parent task.
  2. Click or link existing task in the subtasks section of the task window.
  3. Start typing the name of the task you’d like to add as a subtask.
  4. Click the correct task from the list.

HC Article Screenshot reattach task.png

Tip

Duplicated a project board? Use the steps above to reattach subtasks to their parent tasks after you’ve duplicated a board.


Move a Subtask into a Different Project

Subtasks can be moved and edited independently of their parent tasks. To move a subtask into a different project:

  1. Open the subtask you'd like to move.
  2. Click the "more options" (...) icon in the top-right corner of the task window.
  3. Select Move from the drop-down menu.
  4. Choose the project and section you'd like to move the subtask to.

    subtaskmoveEN@2x.png

Enable/Disable Subtasks in a Project

Remember

Only project administrators can add Power-Ups (like subtasks) to a project


Before using subtasks, you'll need to enable them in the Project settings window:

 

  1. Click the project name at the top of your project board, then select Project settings.
  2. Navigate to the Power-Ups tab.
  3. Enable/Disable Task Relations & Subtasks.

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