Sub Tasks

Sub Tasks

Using Sub Tasks, it is possible to sequentially perform many tasks in a desired order.

When tasks are chosen as Sub Tasks, they are executed in the order that they are saved with the parent Task, regardless of their individual due dates and times. A Sub Task can be added uniquely to a main Task and is only executed after its parent Task and other preceding Sub Task(s) have been completed.

Any task can be added as a Sub Task provided that it is saved as a main Task first and does not contain its own Sub Tasks.

 

Add Sub Tasks

  1. Set up your desired Sub Tasks as Tasks if they do not already exist in the Tasks grid view (See Set Tasks for more details).

Click Save in the Quick Access Toolbar to save the Tasks set.

  1. Create or edit the Task you wish to add these Sub Tasks to. The Edit Tasks dialogue window opens.
  2. In the Edit Tasks window, click Add Sub Tasks. A list of the Tasks from the Main Panel that can be added as Sub Tasks appears.
  3. Select the Sub Task(s) by checking the respective box(es) against them.
  4. Then click OK.
  5. Click OK again to implement your changes.
  6. Remember to click Save in the Quick Access Toolbar to save the entire Task set, prior to closing the Tasks grid view. Your Sub Tasks have now been added.

Note

Greyed out tasks in the Tasks grid view indicate that they are sub tasks.

A newly created Task must be saved prior to adding Sub Tasks.

 

Remove Sub Tasks

  1. From within the Tasks grid view, either double-click on a selected task row, or click on the Edit button of the Task that you wish to manage the Sub Tasks of. The Edit Tasks dialogue window appears.
  2. Expand the Sub Tasks This will bring up a list of existing sub tasks of the current Task.
  3. To remove a sub task, check the box in the Remove column against its row.
  4. Then click OK.
  5. Remember to click Save in the Quick Access Toolbar to save the entire Task set, prior to closing the Tasks grid view.

 

Manage the order of Sub Tasks

  1. From within the Tasks grid view, either double-click on a selected task row, or click on the Edit button of the Task that you wish to manage the Sub Tasks of. The Edit Tasks dialogue window appears.
  2. Expand the Sub Tasks This will bring up a list of existing Sub Tasks of the current Task.
  3. To change the order of a Sub Task, click on its row and use the Up/ Down arrows on the right.
  4. Repeat Step 3 as required.
  5. Then click OK.

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