In this article, we will explore the process of creating subtasks in order to better organize and manage your tasks. Subtasks are a great way to break down larger tasks into smaller, more manageable steps. By creating subtasks, you can easily track progress and ensure that all necessary actions are completed.

Method 1: Creating Subtasks within the Task edit/creation form

The first method we will discuss is creating subtasks using the Task edit/creation form. This method allows you to add subtasks directly when creating the master task. Here's how you can do it:

1. Start by creating a 'master' or 'parent' task. Give it a name that clearly represents the overall goal or objective of the task.
2. Within the parent task, locate the subtask field. This is where you can add the subtasks that are associated with the parent task.
3. To add a subtask, simply type in the name of the subtask and hitting enter on your keyboard or clicking the "+" symbol on the right hand side. You can continue adding more subtasks by repeating this step.
4. Once you have added all the subtasks you want, save the parent task and subtasks by hovering over the "Save" button at the bottom right hand corner and selecting either "Save & New" or "Save & Close".

This allows you to quickly create multiple subtasks without having to navigate away from the master task. When creating subtasks in this way the child tasks will inherit the Group from the parent.

As you create the subtasks, you will notice that the name of the parent task is embedded in the task cards on the My Today page. This makes it easy to see which subtasks belong to which parent tasks.

Method 2: Creating Subtasks in Plan View

Another way to create subtasks is through Plan View. Plan View is a feature that allows you to view and manage tasks and subtasks in a visual way.

(Plan View can be accessed by clicking the Plan View button from the slide-out menu on the right hand side of tasks in the My Today page, or from the bottom of the task edit/create form, and in other spots through the application.)

Here's how you can create subtasks in Plan View:

1. Open Plan View and locate the task that you want to add subtasks to. In Plan View, you will be able to see how the tasks and subtasks relate to each other. This can help you visualize the hierarchy and dependencies between tasks.
2. To add a subtask, simply click on the "+" symbol on one of the task cards and then type in a name for the new task. The newly created subtask will be linked to the parent task and will inherit it's Group.
3. You can also change the relationship between tasks in Plan View. This means that you can easily move subtasks between different parent tasks or change the order of subtasks within a parent task.
4. Additionally, you can also associate tasks that have previously been created by clicking the "add existing task" button on the lower right hand side and then dragging an existing task in the list from the left onto a task in the Plan View window. This allows you to quickly add new tasks and subtasks without having to navigate back to the main task view.

Conclusion

Creating subtasks is a valuable technique for organizing and managing your tasks. Whether you choose to create subtasks within an existing task or use Plan View to visualize and manage your subtasks, the key is to break down larger tasks into smaller, more manageable steps. By doing so, you can track progress, ensure all necessary actions are completed, and ultimately increase your productivity.