Sub-tasks (Checklist)
Sub-tasks break a task into a checklist of smaller steps. Each sub-task can have its own assignee, dates, description, and files, and is ticked off as it is completed.
Where to find it
How to add a sub-task
- Open the task.
- Go to the Sub-tasks / Checklist tab.
- Click Add.
- Enter a Title and any other details.
- Click Save.
How to complete a sub-task
Tick the sub-task to mark it complete. Completed sub-tasks are shown struck through. Untick to reopen it.
Fields
| Field | What it does | Required |
|---|---|---|
| Title | The name of the sub-task. | Yes |
| Start Date | When the sub-task begins. | No |
| Due Date | When the sub-task is due. | No |
| Assign To | A single assignee, chosen from the parent task's assigned people. | No |
| Description | A rich-text description (on the edit form). Supports @mentions. | No |
| File | Click Upload File to attach one or more files to the sub-task. | No |
Comments on sub-tasks
Each sub-task supports its own comments, so you can discuss a single checklist item without cluttering the main task.
Permissions
| Permission | Controls |
|---|---|
| View sub tasks | Seeing the checklist. |
| Add sub tasks | Creating sub-tasks. |
| Edit sub tasks | Editing sub-tasks. |
| Delete sub tasks | Deleting sub-tasks. |
Tips
- A sub-task's Assign To list is limited to people already assigned to the parent task — add someone to the task first if they need a sub-task.
- Use sub-tasks as a lightweight checklist for routine steps that do not each need to be a full task.