Subtasks are the “meat” of a task - they lay out what you need to do. This article discusses adding subtasks to an ad-hoc (one-time) task, but the same types of subtasks can be added to task templates for recurring tasks.
Note: Employee users do not have access to task templates. But they can create one-time, ad-hoc tasks, which can be set to recur.
There are four types of subtasks: instructions, automated emails and manual emails, and internal deadlines. If you’re a workspace admin, it’s worthwhile to explore the structure of some of the default task templates provided in your account.
Subtasks can be added while creating a task, or while editing a task. The subtask creation interface depends on how the task was created or is being edited.
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This example users the task editor, but you’ll find an Add subtask button in any form of task editing.
In this example, the first subtask is a manual email that will be sent to the client. Be sure to save each subtask as you add them.
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The second task is an internal deadline - the date before which the previous email task should be completed.
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The third subtask contains instructions for the person responsible for the task. A list of actions can be formatted as a To-do list. Any task-related files can be attached here as well.
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The last subtask is another email to the client.
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Once all subtasks are added, you can begin working your way through the task. Or, if changes are needed, you can edit the subtasks.
See also: