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Creating Subtasks

In Workfront, tasks can have parent-child relationships. Child tasks are called subtasks. You can create subtasks on the tasks list by making a main task a subtask. You can also make a subtask a main task.

Creating Subtasks

Creating Subtasks from the Task List

  1. Navigate to the project where you want to create subtasks.
  2. Click the Task tab.
  3. (Conditional) If the task that you want to make the child task is not already located directly beneath the task that you want make the parent, drag it to the appropriate location in the task list.
  4. Select the task that you want to make a subtask and do one of the following:
    • click the Indent icon to make the selected task a subtask to the task directly above it. 
    • Press Tab on your keyboard.
    • Drag and drop the task over the task you want to designate as the parent task. 
    NOTE You can indent tasks only when the list of tasks is sorted by Task Number and when there are no groupings applied to the task list. 

Creating Subtasks from the Task Details Page

  1. Navigate to the project where you want to create subtasks.
  2. Click the Tasks tab.
  3. Click the name of the task where you want to create a subtask.
  4. Click the Subtasks tab.
  5. Click New Task.
  6. Provide details about the task, such as the task name, priority, assignees, and so forth.
    You can use the Smart Assignments feature if you want to get calculated recommendations regarding the team member who would be the best fit for an assigned task or issue. For more information about Smart Assignments, see Smart Assignments.
  7. Click Save Task.

Making A Subtask A Main Task

  1. Navigate to the project where you want to make a subtask a main task.
  2. Click the Tasks tab.
  3. Select the subtask that you want to make a main task. 
  4. Click the Outdent icon to make the subtask a main task.

    Or
    Press Shift + Tab on your keyboard.
    NOTE You can outdent tasks only when the list of tasks is sorted by Task Number and when there are no groupings applied to the task list. 
This article last updated on 2018-08-24 19:07:45 UTC