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:

1. Open the parent task (the “mother task”) and go to its Sub-Tasks section.
2. Click New Sub-Task.
3. Enter a title (required) and description of what this specific piece covers.
4. Set priority and a start/due date if relevant; the due date can’t be later than the parent task’s own deadline.
5. Choose one or more assignees (the people doing this specific piece of work), and optionally followers.
6. Optionally add dependencies (other sub-tasks that need to finish first), labels, or tags for organization.
7. Decide whether this sub-task can later be delegated to someone else (see Delegating a Sub-Task to Someone Else).
8. Save; assignees are notified.

Good to know:

• A sub-task doesn’t have to belong to a task; it can also be created directly under a project (see Submitting a Project Deliverable), skipping the parent-task hierarchy entirely.
• Sub-tasks go through the same lifecycle as regular tasks: acknowledge, work, submit, approve/reject. See Acknowledging a Sub-Task to get started.