Sub Tasks

Self-Approving or Marking Your Own Sub-Task for Rework If you're both the creator and assignee of a sub-task, you made it for yourself you review your own submitted work directly instead of waiting on someone else. Self-Approving To self-approve: Open your submitted self-created sub-task. Click Approve. Save   Marking for Rework If, on review, your own self-created sub-task isn't actually ready, you can send it back to yourself for rework rather than approving it. To mark for rework: Open your submitted self-created sub-task. Click Needs Rework. Add a... Adding Files, Links & a Private Note to a Sub-Task Sub-tasks have their own Files section, separate from the parent task's files, plus a private note only you can see. Files & Links To add a file or link: Open the sub-task and go to its Files section. Click Upload to add a file from your device, or Add Link to paste a URL. Save These files count against your organization's shared storage, same as project and task files. Private Note Like tasks, sub-tasks support a private note visible only... Abandoning a Sub-Task: Requesting & Deciding If a sub-task shouldn't be finished, requesting abandonment calls it off with an explanation rather than leaving it unfinished. Unlike tasks, only Admins or Managers can decide on the request not the sub-task's own creator. Requesting Abandonment To request abandonment: Open the sub-task. Click Request Abandonment. Add a reason, if you have one. Submit status changes to Abandon Requested.   Approving or Declining the Request To respond to a request: Open the sub-task showing Abandon Requested. Review the reason given.... Reopening a Sub-Task If a submitted or approved sub-task turns out to need more work, reopening brings it back to active status instead of creating a new one. To reopen: Open the submitted or approved sub-task. Click Reopen. Give a reason (required), and optionally instructions, a new deadline, or files. Confirm Good to know: Only the sub-task's creator, an Admin/Manager/Team Lead, or someone in its delegation chain can reopen it. Self-Approving or Marking Your Own Sub-Task for Rework If you're both the creator and assignee of a sub-task you made for yourself, you review your own submitted work directly instead of waiting on someone else. Self-Approving To self-approve: Open your submitted self-created sub-task. Click Approve. Confirm Marking for Rework If, on review, your own self-created sub-task isn't actually ready, you can send it back to yourself for rework rather than approving it. To mark for rework: Open your submitted self-created sub-task. Click Needs Rework. Add a comment or... Pausing & Resuming a Sub-Task Sub-tasks track active work time the same way tasks do. Pausing stops the timer and records why; resuming picks it back up. Pausing To pause a sub-task: Open a sub-task that's In Progress or Submitted. Click Pause. Choose a reason: Waiting for Client, Waiting for Manager Approval, Waiting for Dependency, Technical Issue, Personal Break, Meeting, Internet or System Issue, or Other. Confirm status changes to Paused and the timer stops. Resuming To resume a sub-task: Open the paused sub-task. Click... How to Revoke a Sub-Task Delegation If you delegated a sub-task and need to pull it back before the other person responds, you can revoke it. To revoke: Open the sub-task you delegated. Find the pending delegation and click Revoke. Confirm the sub-task remains with you. Good to know: Revoking only works while the delegation is still pending; once accepted, you can't pull it back this way. Accepting or Rejecting a Sub-Task Delegation A sub-task delegated to you isn't yours until you respond to accept it and take it on, or reject it to send it back. Accepting To accept: Open the pending delegation. Review who delegated it and their reason. Click Accept; you're now the sub-task's current owner. Rejecting To reject: Open the pending delegation. Click Reject. Optionally add a reason, then confirm the sub-task stays with whoever delegated it. Good to know: This works exactly like task delegation; see Accepting or... Delegating a Sub-Task to Someone Else Like tasks, sub-tasks can be handed off to someone else, but they have to accept it first, and you choose upfront whether their finished work comes back to you before going further. To delegate a sub-task: Open the sub-task. It must already be acknowledged and allowed to be transferred (set at creation). Click Delegate. Choose who to delegate it to; you can't delegate it to yourself. Give a reason for the transfer (required) and any extra details. Choose the submission... Acknowledging a Sub-Task Just like a regular task, a sub-task needs to be acknowledged before it counts as actively being worked on this starts its timer and moves it out of pending. To acknowledge a sub-task: Open a sub-task assigned to you that's pending or reopened. Click Acknowledge. Its status changes to In Progress, and its timer starts.   Good to know: Only the assignee (or an Admin/Manager/Team Lead) can acknowledge a sub-task. Acknowledging is required before the sub-task can be delegated; see... How to Create a Sub-Task A Sub-Task is a smaller, trackable piece of work nested under a parent Task; for example, a "Social Media Setup" task might have a "Create Accounts and Passwords" sub-task underneath it. Internally, these are called Deliverables, and they can also be created directly under a project without a parent task. To create a sub-task: Open the parent task (the "mother task") and go to its Sub-Tasks section. Click New Sub-Task. Enter a title (required) and description of what this specific...