Basic Features > Task > Creating new task / Subtasks and checklists

Subtasks and checklists

In QuickBPM, you can create subtasks and checklists for any tasks (including for the process ones). This is a convenient tool that allows you to break down larger tasks into smaller ones or divide up the work among multiple people. Use it to plan and track progress.

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You can create checklists not only for tasks but also for files and app items.

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Creating a subtask

Employees work with subtasks in the same way as with ordinary tasks. A subtask has its own deadline, executor, and even subtasks. The number of hierarchical levels is not limited. Each team member can mark their sub-tasks as completed, while the status of the parent task will not change.

To create a subtask:

1. Open the parent task by clicking on its name in My tasks or Assisting sections;

2. Click on the +Task button in the Subtasks section.

3. Enter the name, specify the executor, set the deadline and press Enter.

If you want to add other participants, give a detailed description of the task or attach a file, click on the three dots "..." next to the Deadline field. A window with all task settings will open.

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The subtask will be created, and the executor will receive a notification in the activity stream. Having opened the subtask page, the employee will see a link to the parent task and, if necessary, will be able to go through the initial data.

The employee who set the subtask, as well as the author of the parent task, will be able to track the progress of the subtask or interrupt its execution in Assigned by me section.

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When the parent task is closed, all incomplete subtasks remain active.

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Creating checklists

Alongside subtasks, you can create checklists. You cannot specify deadlines and executors for the checklists, but you can use them to break down large-scale tasks into smaller ones and plan work step by step.

1. Depending on where you want to create a checklist, open:

2. Click the +Task button on the sidebar of an app item or a file. If you create a checklist on the task page, the button will be displayed in the Subtasks section.

3.  Type a name and press Enter.

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If you want to delete a checklist item, click on its name and select Delete in the pop-up window.

If you want your colleague to perform one of the items of a checklist, you can convert it into a subtask. To do this, click on the item, and then select Edit. In the window that opens, you can specify the executors and deadlines for the subtask.

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