How to Create a Sub-task

Tasks within tasks – Sub-tasks

To begin creating a Sub-task, click on the ‘Project’ App located in the App Drawer Screen.

Fig. 1: CloudOffix App Drawer page, Click the Project App to begin.

In the ‘Projects screen, locate and select the ‘Tasks’ from the ‘Search’ menu.

Fig. 2: Tasks, located under the Search menu

In the ‘Tasks’ screen, the Tasks are organized in a Kanban view of their stages. Click into the task for which the Sub-task is to be created.

Fig. 3: Tasks in their Kanban view

In the Task screen, click on the Sub-task smart button. This will direct us to the Tasks / Sub-tasks screen.

Fig. 4: Sub-task smart button

Click the ‘New’ button, then write a name for the Sub-task and click Edit to continue editing.

Fig. 5: New Sub-task Button

If you wish to assign the newly created sub-task to yourself, simply click the ‘Assign to Me’ button.

The name field is a mandatory field.

The Project field is pre-filled because the parent Task belongs to a certain project.

By clicking the star icon, the sub-task can be marked as high priority.

Smart buttons to help with additional information regarding your sub-task, and will navigate you to the relative screen, such as Calendar.

Fig. 6: Smart Buttons to quickly navigate

To exclude non-working days such as weekends from the duration calculation, click the ‘Working days only’ checkbox.

The duration of the task will be calculated, considering whether the working days option has been activated or not.

Enter written details about the sub-task in the ‘Description’ Tab.

Fig. 7: Description Tab

Timesheets tab will show the time spent on the sub-task by each employee, as well as permitting timesheet entries by clicking ‘Add an item’.

Fig. 8: Timesheets Tab

Create, assign and check-off checklists for the sub-task as they are completed.

Fig. 9: Checklist Tab

Just like tasks, Sub-tasks can also have dependencies, where to start or end a task, as long as certain criteria on other tasks are fulfilled.

The options available for dependencies are:

Finish to start: The dependent task needs to finish in order for this task to start

Start to start: The dependent task needs to have started for this task to be able to start

Finish to finish: This task cannot finish before the dependent task is finished.

Start to finish: The dependent task needs to have started for this task to be able to finish.

Fig. 10: Dependencies Tab

‘Extra Info’ tab is the place to enter additional info such as ‘customer’:

Emails, Parent task, cover image are self-explanatory.

Related Ticket: is Helpdesk is installed, tasks may also be related to tickets.

Once all information has been completed, click ‘Save’.

Fig. 11: Extra Info Tab

Click on the Parent Task smart button,

Fig. 12: Return to the Parent Task with this Smart Button

Now in the parent Task screen, The Sub-Task smart button shows the number of sub-tasks related to this particular task.

Fig. 13: Smart Button shows 1 Sub-task exists

Congratulations! You have just created a Sub-Task.

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