How do I create a Subtask?

You can create Adding subtasks is simple. You can do it from a task record’s Summary View. 
Follow these steps to create a subtask:

1. Log in to your CRM account.
2. Click the Main Menu.
3. Go to Essentials > Tasks. The Tasks page opens.
4. Select a Task record. The Summary View of the record opens.
5. Go to the Subtasks section.
6. Click in the + Add Subtask name textbox.
7. Enter the Task name in the space provided.
8. Click Enter.

A record is created for your sub task. You can now:

• Edit or add details to your record by clicking on it such as such as Assigned To, Project Name, Parent Task, Priority, etc.
• Add tasks under this sub-task.
• Add separate sections and tasks under this newly created sub-task.
• Add due dates for task completion. 
• Delete a task if you do not require it.
• Set up statuses to indicate its progress (this can be updated depending on the progress).

You can enable the checkbox besise the task name after your complete it. This will update the task status as completed.

Note: Subtasks have a dependency on the task under which you add them. You can also view sub-tasks as individual records in the CRM.