FAQs in this section
How do I set up reminders for my Tasks?
How do I mass edit tasks?
How do I track time spent on a Task?
How do I use a Timelog?
Can I see a due date in a parent task record?
How do I create invoices for a billable task?
How do I create a Task?
What is Task sequencing?
What is a Task?
How do I create a previous task?
What are the dependencies between a subtask and a previous task?
What is the impact of business hours on Task duration?
How do I create a parent task?
What is a parent Task?
What are the dependencies between parent tasks and subtasks?
What is an example of Task Sequencing?
How do I access Tasks?
How do I delete a task?
How do I create a subtask?
Table of Contents
Adding subtasks is simple. You can do it from a task record’s Summary View.
Follow these steps to create a subtask:
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.
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.
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