How to create Subtasks
In Kanbanize, there are several levels of making a breakdown, which makes the view more complex. Creating subtasks is the simplest one. The subtask could be considered as an element of completing a larger task.
Subtasks are created at a card/task level and there are two ways to create them.
1. Open the card -> go to the Subtask tab.
Opening the Subtask tab, users can write, post and assign newly created subtasks.
Write the subtask in the text box field → use CTRL + ENTER or Add subtask button to add it to the card. You can assign the subtask to a registered user → select the name from the dropdown list. The subtask assignee can be different from the card assignee. (Assigning subtasks is optional).
You can also attach a file to your subtask by clicking on Add file and uploading a file from your computer or a a cloud storage.
Note: You can add more multiple subtasks to a card.
The subtasks appear as a checklist at the upper side of the panel. When a user completes a task, they have to tick it off to proceed with the next one.
There is a way to configure your card view and make the subtasks visible on theclosed card view just like in the image bellow (Example: Primary Research, Secondary Research).
To make subtasks visible, go to the Grid menu at the top right side of the board interface ->select Configure Card View.
A new configuration panel opens -> select Show Subtasks -> One per Row.
If you want to apply the specified card settings to all users assigned to the current board → mark the Apply for all users checkbox. This won’t restrict the users to configure their own card settings and deselect the subtasks if they are not applicable to their working process.
To save your new card view – select Save card view and refresh your browser to see it reflected on your cards.
2. The system allows you to create a subtask, without opening the Subtasks Tab. Just fill in the text in the New subtask text box that appears at the bottom of the card and click Enter to add it.
Mention users in subtasks
Users can be mentioned in both new and existing subtasks. Just type in "@" in the subtask field -> select a username from the auto complete list of users in the account. Mentioning a user in a subtask will automatically assign the subtask to them and send them a notification.
You can also mention a user during a quick subtask creation when the card is closed on the board. Note: Using this option, the username should be typed in manually as the auto-complete list of users in the account will not be generated.
To edit a subtask -> right click on it or click on the subtask settings menu (dotted icon) at the top right of the subtask -> select Edit. Edit the subtask -> click on the green check mark sign at the top right of the subtask field to save the changes.
If you want to delete the subtask -> select Delete.