How to create sub tasks for an already existing task?

In Profit.co, you can create sub-tasks under any existing task to break down complex work into smaller, manageable actions, each with its own assignee, due date, priority, and tags.

What are sub-tasks in Profit.co?

Sub-tasks in Profit.co are smaller, actionable items created underneath an existing parent task. They allow you to divide a larger task into individual work items, each of which can be independently tracked, assigned, and managed. Sub-tasks inherit the context of the parent task while maintaining their own attributes such as assignee, due date, tags, and priority.

What details can I add to a sub-task in Profit.co?

Similar to parent tasks, each sub-task in Profit.co supports the following attributes:

How to enable sub-tasks in Profit.co?

Before creating sub-tasks, the feature must be enabled from the Settings panel.

Step 1

• Navigate to Settings → Tasks from the left navigation panel.
• In the General section, locate Task Controls.
• Enable the toggle for subtasks.

Once enabled, the Sub-Tasks section will appear within every task detail view across your Workspaces and Boards.

How to create a sub-task for an existing task in Profit.co?

Follow these steps to add a sub-task to an already existing task:

Step 1

• Navigate to My Space from the left navigation panel.
• Click on the task to which you want to add sub-tasks.

• Scroll down to the Sub Tasks section within the task detail view.
• Click Add to create a new sub-task.
• Enter the sub-task name.
• Select the Assignee, Due Date, Tags, and Priority as needed.
• Click Add to confirm.

• The newly created sub-task will now appear listed under the parent task.

How to create a sub-task directly from the My Task page?

You can also create a sub-task without opening the parent task detail view.

• Navigate to the My Task page from the left navigation panel.
• Locate the parent task and use the inline option to add a sub-task directly from the task row.

How to convert a task to a sub-task or vice versa in Profit.co?

Profit.co provides a Convert option that gives you flexibility to restructure your task hierarchy at any time.

• To convert a parent task into a sub-task, open the task, click the Convert option, and select the parent task it should nest under.
• To convert a sub-task into a parent task, open the sub-task, click the Convert option, and choose to promote it as a standalone parent task.

Best practices for using sub-tasks in Profit.co

• Break down tasks into sub-tasks only when the work involves multiple steps or requires more than one person.
• Always assign a dedicated owner to each sub-task to ensure clear accountability.
• Set realistic due dates on sub-tasks that align with the parent task's overall deadline.
• Use tags on sub-tasks to group related work items across different parent tasks for easier filtering.
• Review sub-task completion regularly to assess overall parent task progress.

Related Questions

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Frequently Asked Questions