Understanding and Using Subtasks

Subtasks are an item in OneDesk that represents the break-down of complicated tasks into smaller ones. They act similar to any other item and have the same functionality. When you create a subtask, you are creating a regular item. This means that you can unlink it, delete it, assign it separately, move it to another project, or update its status.

Why Use Subtasks?

Subtasks can be useful in the break-down of larger and more complex work tasks. Here are some examples of the usefulness of subtasks:

Tracking Work on a Granular Level

You receive a ticket from a client that requires you to complete multiple steps to resolve. You can create subtasks for this ticket and, as work is being completed, you can track what progress has been made.

Subtasks Tab

Assigning Different Parts to Different People

Your task might need multiple users to complete different tasks. By using subtasks to divide the work, you can assign each subtask to an individual user and track their work progress.

Subtask Types

In OneDesk, you have the ability to enable multiple item types. For whatever item type you have enabled, you can create a subtask.

In the illustration below, you can see that subtasks were made for an issue, a task, and a bug item type. A subtask will have the same icon as the original item but will have a downward arrow on its bottom right corner to indicate that it is a subtask.

Subtask types

How to Create a Subtask

You can create a subtask in a few different ways in OneDesk:

Create a Subtask From a Task

Note: You CANNOT create a subtask for a subtask.

Step 1: Open the detail panel of the task that will be the parent of the subtask by double-clicking the ID number.

Step 2: Click on the Subtasks & Links tab in the detail panel.

Click Subtasks Tab

Step 3: Click New Subtask in the top right.

Click New Subtask

Step 4: In the subtask creation form, enter a name for the subtask and fill out the rest of the details.

Fill Out Subtask Creation Form

 

Step 5: Click Create.

Click Create

Create a Subtask From a Ticket

You can have a subtask from a ticket. However, you will need to change an existing subtask into a ticket subtask.

Step 1: Open the detail panel of the subtask that you want to change to a ticket-type subtask by double-clicking the ID number.

Step 2: Click on the item icon next to the subtask name.

Click on the item icon

Step 3: Select the ticket type desired from your enabled ticket types. This will automatically change the task type to a ticket type on the subtask.

Click on a Ticket Type

 

How to Unlink a Subtask

Unlink a Subtask From the Subtask Detail Panel

Step 1: Double-click on the ID number of the subtask you want to unlink to open up the detail panel.

Step 2: Click on the Subtasks & Links tab in the top right.

Click on Subtasks Tab

Step 3: Click the red x icon next to the parent item that the subtask is linked to.

Note: The x icon will only appear when you hover over the parent item.

Click Red X

Step 4: Click Yes.

Click Yes

 

Unlink a Subtask From the Parent Item Detail Panel

Step 1: Double-click on the ID number of the parent item of the subtask.

Step 2: Click on the Subtasks & Links tab in the top right.

Click Subtask Tab

Step 3: Click the red x icon next to the subtask you wish to unlink.

Note: The x icon will only appear when you hover over the subtask.

Click Red X

Step 4: Click Yes.

Click Yes

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