Creating a Sub‑Task under a Task

Overview
Break a large task into smaller actionable steps by adding sub‑tasks directly from the parent task’s detail view.

How to Create a Sub‑Task

1. Navigate to Work > Tasks and click View on the parent task.

2. Select the Sub Task tab.

3. Fill in the form fields:

   • Title: name of the sub‑task

   • Start Date and Due Date (optional)

   • Assigned To: choose the team member responsible

   • Description: brief summary of what needs doing

4. (Optional) Click Upload File to attach any reference documents.

5. Click Submit. The new sub‑task appears in the list beneath the form.

Tips

• Give each sub‑task a clear, action‑oriented title (e.g. “Draft homepage copy”).

• Only assign what you expect to complete within a day or sprint to keep sub‑tasks manageable.