1. What is a subtask?
Creating subtasks is the simplest level of a card breakdown. The subtask could be considered as an element of completing a larger task (img.1).
The subtasks are created at a card level and have two states: checked and non-checked.
Subtasks are useful when you have multiple items to do on a given card to show progress when you cannot move the card to the "Done" column yet.
When the process becomes longer or must be split over different assignee's, those subtasks are better put out as child cards (check p. 5).
Note: You can mention teammate in the subtasks. Just type in "@" in the subtask text field -> and select a username from the suggested list of users in the account.
2. How to create a subtask?
Open the Kanban card and go to the Subtask tab or right click on the card to open the Context menu->select Subtasks.
The Subtask tab stores all subtasks that belong to the card.
In the Subtask tab panel, users can write, post, assign, edit and delete the subtasks they create.
Write the subtask in the text box → use "Add subtask" button or CTRL + ENTER to add a new subtask to the card (img.2). You can assign the subtask to a registered user → select a name from the dropdown list with board assignees.
Note: The subtask assignee can be different from the card assignee (assigning subtasks is optional).
You can also attach a file to your subtask -> click on Add file and upload a file from your computer/cloud storage.
The subtasks that you have created appear as a checklist at the upper side of the panel (img.3)
Important: When a user completes working on a subtask, they have to tick it off to indicate work progress.
3. How to make your subtasks visible at the closed card preview?
2.1 Users can configure their card view and make the subtasks visible at the closed card view.
For example (img. 4):
*The subtasks of Card ID: 7600 with a title: New Market Research are as follows:
- Primary Research - completed
- Secondary Research - not started
- Report - not started
To make your subtasks visible, please go to the sidebar at the right side of your board interface and click on the Configure Card View icon to open the Card settings panel.
A new configuration panel opens -> select "Show Subtasks" -> "One per Row" - > Save Card View.
Important: When you make the subtasks explicit -> the system allows you to quickly create new subtasks, without opening the card Subtasks Tab.
Just type the subtask in the "New subtask" text box at the bottom of the card and click Enter to add it to the card.
4. How to edit a subtask?
To edit a subtask:
- open the Subtask tab -> right click on the subtask itself or click on the subtask settings icon (the dotted icon) -> select Edit subtask. When you edit the subtask details-> click on the checkmark sign at the top right of the subtask field to save the changes
- Shortcut: just click over the subtasks at the closed card preview to open the Subtask tab -> right click on the subtask that you want to edit -> Edit subtask ->make your changes and use ctrl+enter to save them.
To delete a subtask -> use the same navigation and select "Delete subtask".
5. How to convert a subtask to a card?
Users often need to finish a card with unfinished subtasks that turned out to require more time and efforts. With the new release, you can quickly convert a subtask into a regular card and keep your process smooth.
Open the Subtask tab of a card and click on the three dots icon that belongs to the subtask you want to covert -> select the "Convert to card" option.
When converting the subtask, you will be able to create an independent new card (this is the first option) or link the card as a child/parent/relative/predecessor/successor to the original card.
The system also allows you to sync certain card fields between the two cards.
When you select the type of link, the system will prompt you to place the card via the Board Minimap. The subtask name will be preserved in the Title name field of the new card.
In case that the subtask has an assignee and attachments, both will be present in the new card.
Note: Every time when users convert a subtask into a card, the system logs entries in the history of the cards.