The new smart subtasks are not only the checklist to tick the partial parts anymore. Subtasks are enriched with deadlines, and discussion, they are shown in the calendar and Dashboard and it is possible to report them.
Why use subtasks?
Subtasks are suitable for the following cases:
- You do not want to forget anything within the task
- The task has process where you want to ensure the proper completion of all its parts.
- You set a deadline for each partial part, and Freelo will remind the solver about the coming deadline
- You want to use the subtasks later again within different projects – you create a template
- You want to assign a task to more users
How to create subtask
You can create a new subtask when creating a new task, or add a subtask to an already existing task in Freelo.
Adding a new subtask
Detail of the task
In case you have an existing task in Freelo and want to add a list of subtasks, click on the task name that leads you to the detail of the task. Click on the green button Add subtasks. Then, write down the subtasks (one line = one subtask), and you can assign all of them to one solver. You can set one deadline for all of the subtasks. Then, click on Add subtasks.
Also, you can assign the solver and change the deadline to an already existing subtask.
Subtask detail and functions
You already know the detail of the task with the discussion and other functions. Go to the subtask detail via the navigation in the modal of the subtask and click on Go to the subtask detail.
What can subtasks do
- Solvers and deadlines
Reminder for subtask
Do you want to continue with the subtask later? Set up the reminder in the top-right corner via Remind me. Then choose one of the offered options or choose My own and set it up to your needs.
How to delete subtask
There are two ways how to delete a subtask. First, click on Delete on the subtask detail in the right corner.
On the detail of the task, you can delete in bulk all subtasks via the three-dot menu > Delete all subtasks. Each subtask you can delete via the bin icon. When you place the mouse over the subtask, the bin icon will appear on the right.
For better categorization and filtration you can mark a subtask by the labels. To set the label of the subtask go via the subtask detail and click on the label icon.
You can set priority to a subtask. There are three levels of priority – low, medium, and high. It is the same as task priority. To set the priority – go to the subtask detail and click on the exclamation mark icon on the right side.
How to assign a solver
Assign particular subtasks to solvers so the team can cooperate. Set up the solver via the figure icon on the left from the subtask’s name.
Do you need to split the work for more solvers? Subtasks are a great way. Type names of your colleagues as subtask’s name and assign them to more users.
Multiple subtask assignment
Do you have a list of subtasks that will solve one person? On the detail of the task, you can assign the subtasks to one solver in bulk when adding subtasks.
Click on the green button Add subtasks and type subtasks for one solver. In the section Who solves the subtasks choose a solver for all typed subtasks.
How to set a deadline
1. On a task detail
To set a deadline click on the calendar icon. You can choose a fixed date and completion time or floating due date from – to.
2. On a subtask detail
Modal of the subtask (pop-up window with task details) appears via keyboard shortcut mouse over the subtask + Q. You can set the deadline for a subtask the same way as for a task – via the pen icon.
Open a subtask on its detail and start a discussion. You can add comments, files, or mention your colleagues. Moreover, you can change the color, highlight the text and make your comment more readable. Also add bullet, numeration, or quotation.
Subtasks on Dashboard and in Calendar
Display subtasks on Dashboard
Subtasks are shown on the Dashboard same as tasks with breadcrumb navigation that shows the task where the subtask belongs.
You can set up filters on the right side of the Dashboard. There you can choose tasks assigned to you or another solver and many more options.
How to hide subtask on Dashboard
Are you assigned too many subtasks? You can hide them on the Dashboard and see only tasks. For hiding subtasks, active box Hide subtasks.
Display subtasks in Calendar
In Calendar, there are shown subtasks with deadlines same way as tasks. To open the modal window with the detail of the subtask, click on its name.
How to report in subtasks
You can report time, hourly rate/cost, or add the financial statement manually the same ways as you do it with tasks. Statements in smart subtasks are summed in the task where the subtasks belong.
In the section Timesheets, subtasks are displayed separately – one line = one subtask’s statement.
How to add statement/track the time
You can report manually via the clock icon on the subtask detail. You can add comments, cost, or spent time and confirm by Save. It is not necessary to fill all details in.
To track the time, go to subtask detail and press the play icon on the left from subtask name. The play button icon turns red.
List of subtasks
Subtask can have a checklist with the solvers. It is not possible to set the deadline or add any details. It is mainly a checklist to tick, or you can use it to divide the responsibilities by more solvers.
When you are assigned to the subtask you received the notification as well. Or you can set up the e-mail notifications for (sub)tasks.
Go to your profile Settings (via the avatar in the top right corner) > Settings > Email notifications and active the box „Send me an email as soon as someone assigns me a (sub) task.”