Prerequisites

• Access to the Management > Workspace (KN009) menu.
• Access to the Board and backlog (KN008) menu.

Introduction

Sub-tasks are important for when a main task needs to be split into other smaller ones, which can then be assigned to different users working towards the same goal.

Associating task type and flowchart

Before creating sub-tasks, you must have a task type associated with a flow in the workspace in which you want to create them. That is, this operation defines the flow of the sub-tasks in the workspace in which they will be created.

1. Access the Management > Workspace (KN009) menu.

2. Select the workspace, click the button in the column Actions and, then, click the button Open data.

3. Click on the Task flow tab.

4. Click the Create button to define an activity flow.

5. In the Activity type field, select a registered activity type.

6. In the Flowchart field, select a registered flowchart . Learn how to create a flowchart record in the article Define the flowchart.

7. Enable the Tasks of this type are sub-tasks option.

8. Click on Save.

Creating a sub-task

A sub-task can be created from the Board screen or from the Management > Workspace (KN009) menu. Regardless of the menu, there is no difference in the sub-task creation process.

To create a sub-task, take the following steps:

1. Access the Board screen from the Vision section of the Board and backlog (KN008) menu.

2. Select the workspace for whose tasks you want to create sub-tasks.

3. Then, click on the ID # of a task (A) to open its data.

4. Now, click on the Sub-tasks option (B).

5. Click on Create (C).

6. On the screen that will open, enter the task title, priority, assignee, and other desired information. For a detailed description of the fields that may be displayed, refer to the Creating tasks through the Backlog article.

7. When you are done, click on Save. The task will be displayed on the board as a sub-task of the main task, as shown in the image below.

Conclusion

Using the sub-task feature makes it much easier to manage all tasks necessary for the completion of a bigger project!