Sometimes when planning out long term projects you have a series of related tasks. Instead of creating separate projects for grouped or dependant tasks, you can use subtasks to create a series of tasks, child tasks to the parent, in other words. This way, it’s much easier to visually identify similar tasks when looking at the longer list and to see the relationships between them. Also, you can hide the display of those subtasks temporarily to give you a higher level picture of a project’s workflow.
Create the first task by hitting the plus icon lower section of the progress tab, in the all section, or if you’re using pipelines, next to the stage you want to create the task in. Now to create subsequent tasks, we’ll use the quick entry feature to keep our hands on the keyboard. Type out your first task and then hit return. The task collapses showing just the name and the whole line is highlighted.
When a task is in this state, hitting space creates a new task immediately below it, ready to enter text for that new task. After a little practice, hitting return and then space will become second nature. Also notice that when a task is highlighted, you can use the up and down arrows to move through the list so hitting space will create a task in between existing tasks.
Clicking and dragging tasks allows you to reorder them. To make an existing task a subtask, hold down OPTION and drag it on top of the task it should be a child task of. Hitting space when a subtask is selected will create further subtasks. Clicking the arrow that appears next to the parent task will hide all child tasks. There’s also a contextual menu for creating subtasks too.
For a complicated project, grouping related tasks together within a pipeline can make seeing the high level task flow easier, while allowing you to reveal more granularity with a click of that arrow. And subtasks are also fully viewable on Daylite for iOS too. Any questions? Give us a shout in the comments…