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Understanding subtasks

Available to Professional and Enterprise only

What are the Subtasks templates?

This article is linked to understanding task types

Subtasks are added to a task so that the manager can perform the role whilst being aided by the subtasks embedded within. Subtasks can be added manually or automatically on the creation of a task.

How to create a subtask template

Go to tasks>subtask template>add

 

How to attach subtasks to a task type

Go to task type>edit>attach checklist template

 

How to embed subtasks to tasks

This can be done

1. Manually when adding a task

 

2. When adding a task with a task type that has had a subtask created and linked

 

3. Automatically via Arthurs automation when creating a task. This is linked to adding actions to a trigger

 

Where to find sub-tasks in a task

 

 

 

 

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