Adding subtasks is simple. You can do it from a task record’s Summary View.
Follow these steps to create a subtask:
- Click the Sub tasks widget.
- Click Add Section.
- Enter the section name.
- Enter the subtask name.
- Press Enter.
Subtasks do not have a dependency on the task under which you add them. Also, subtasks added using the Sub tasks widget do not have a record in the CRM. You can only view them in the widget under a task.Note
: You can tick off a task from the List View after you complete it.