Product Update: Introducing Subtasks in OrangeScrum by Anurag Pattnaik T T T T Get notified with latest updates June 26, 2018March 16, 2021 It is always exciting to add new features to your product. And more so when that feature is one that your customers desperately want – Subtasks! Orangescrum has always been very cognizant of its customers’ needs and what would be best for them. More than just giving a “me too” feature, we wanted to ensure that our users have a smoother project management experience. As with everything else, having a well-defined process and structure is of utmost importance. And Subtask is that link that further binds your projects tightly and sets you up for success. We have introduced subtask for OrangeScrum Cloud edition at the moment. Tasks have always been the heart of OrangeScrum and users know how to get their plans done with it. With the release of the subtask, it will further ease your task planning in OrangeScrum. Let me take you through how subtasks work in OrangeScrum and how you will benefit from it the most! ContentsContact Us Contents What is a Subtask?What are the Benefits of Subtask?What is the Hierarchy Level in OrangeScrum?How can I create a Subtask for a task?For how many levels can you make the Subtask?How can I identify Subtask from the task list page?How can I create Subtask from task detail page of the task?How can I change the status of the Subtask?How can I delete a Subtask?How can I Repeat a Subtask?How can I Copy a Subtask?How can I move a subtask from one task to another?How can I convert a task to subtask?Can I Convert a Subtask into Task?How can I see all the associated Subtasks of a Parent Task?Can I view Subtasks in Gantt Chart?Over to you: What is a Subtask? A subtask is a useful means to split or break down a task into a number of smaller tasks in order to track each associated activity required for successful completion of the task. It helps to assign & track it separately to better organize your tasks. It allows each resource to understand their responsibilities. All the subtasks are linked or related to a parent task. Like a task, OrangeScrum allows you to set priority, % progress, assign to, start and end date and task type for all subtasks. What are the Benefits of Subtask? Helps you organize and structure your tasks Allows you to track project goals, deliverables and manage them easily Seamless workflow with no delays and on-time project completion Sub-Tasks essentially helps you define your Work Breakdown Structure which provides clarity and ability to manage related or dependent tasks effectively What is the Hierarchy Level in OrangeScrum? OrangeScrum has five levels of hierarchy: >Projects >Task Groups >Tasks >Subtasks >Sub-subtasks Note: – You can create Tasks without a Task Group and but you can’t create Task Groups, Tasks or Subtasks without a Project. Similarly, you can’t create a subtask without a task in OrangeScrum. How can I create a Subtask for a task? Click on ‘+ Quick Links’ on the top toolbar. Select ‘Task’ under ‘New’. Add the task details such as Project Name, Task Title, Estimated Hour, Due Date, Start Date Click on ‘Select the parent task’. Here you need to select the task under which you would like to add the sub-task. Once all details are given, click on save & create. For how many levels can you make the Subtask? You can create sub-task up to level 2. You can create a task and under this, you can add task up to the second level. Please refer to the screenshot below: How can I identify Subtask from the task list page? Please navigate to the task list page of any project. Note the grey marked task on the list is ‘Parent’ of the task. Refer to the below image for more details. How can I create Subtask from task detail page of the task? Navigate to the task detail page of the parent task. Provide all the details to the task such as Task title, Assign to, Task type, Start date, Due date etc. Once all the details are added, please click on ‘Save’. How can I change the status of the Subtask? A user can change the status of the subtask. To change the status, Navigate to the parent or main task’s detail page On the subtask section, select the subtask or click on the three dot icon Change the status from the three dot icon or from the subtask detail page How can I delete a Subtask? A user can delete a subtask. To delete the subtask, Select the subtask On the detail page, click on the delete icon How can I Repeat a Subtask? At the moment, you can’t create the recurring subtask, but we’re working on this and will be available soon. How can I Copy a Subtask? Yes, you can copy a sub-task. Go to the Task List page. Click on the three dot icon. Click on Copy and it creates the copy of the subtask. In this case, task number #162 is the copy task of task number #161 How can I move a subtask from one task to another? To move a subtask from one parent task to another, Click on the Subtask Edit the subtask and change the parent task Once edited and saved, the subtask moves from one parent task to another. How can I convert a task to subtask? To convert a task into a subtask, Click on a task and edit the task Select the parent task and update the task. Can I Convert a Subtask into Task? To convert a subtask to task, Click on the subtask, Click on Edit icon to edit the subtask Remove the parent task and update the task Subtask automatically converts to a task How can I see all the associated Subtasks of a Parent Task? Please navigate to the task detail page of the task. You will see the list of subtasks and their status. Please refer to the screenshot below: Can I view Subtasks in Gantt Chart? Yes! Subtasks are displayed in the Gantt Chart too. If we change the status of the parent task, will the status of subtask be changed? No, the changing of the status of the task will not affect the status of the subtask. However, if the parent task is closed, then the status of the subtask will be closed. Why am I not able to change the status of the parent task to Close? Please check if there is any dependency added to the subtask. If there is any dependency attached with any subtask, then it won’t allow you to close the parent task till the subtask is closed. Over to you: We’re as excited as you, to have subtask in our task planning and would love to see how things go and help with task planning. Subtask feature is available to all users across all subscription plans including free trial users. Unlock subtask feature to enhance task planning now, click here to get your 30 days’ free trial. Existing users can login here.