How do I create a Subtask?

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

Log in to your CRM account.
Click the Main Menu.
Go to Essentials > Tasks. The Tasks page opens.
Select a record. The Summary View of the record opens.
Enter or select the following sections to add a Subtask:
1. Add Subtask name - Enter the Task name in the space provided and click enter.
2. Quick Create - Opens an Add Task page, fill the mandatory fields and save the Task as a new Subtask.
3. Add Section - Click to create a new section.
4. Enter section name - Enter a title for the section and add the Tasks related to it, or create a new Task within that section.
5. Delete - Click to remove the added section.
6. All - All the Tasks will be visible under this section like completed, pending, progress, etc.
Open - In Progress, and Pending Tasks will be visible.

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.

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How do I create a Subtask?

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