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Boards: Creating and Managing Subtasks

This guide explains how to create, manage, and organize subtasks in boards with members, due dates, and reminders.

Written by Denitsa Zhelyazkova

Subtasks help you break down larger tasks into smaller, manageable actions. They allow you to organize work in more detail while keeping everything connected to the main task.

You can create multiple subtask lists inside a task, assign members, set due dates, add reminders, and even convert subtasks into full tasks when needed.

Let’s take a closer look at each of these features.

Creating Subtasks

To create a subtask:

  1. Open a task

  2. Go to the Subtasks section

  3. Click Add subtask

  4. Enter the title

  5. Click Save

The new subtask will be added to the bottom of the subtask list.

Managing Subtasks

Each subtask has an Edit option for quickly changing the title, and a three-dot menu for additional actions. From there, you can:

  • Add members

  • Set due dates

  • Add reminders

  • Convert the subtask into a regular task

  • Remove the subtask

Subtask Members

You can assign one or more members directly to a subtask.

To do this:

  1. Open the subtask

  2. Click the three-dot menu

  3. Select Members

Once a member is added to a subtask, they automatically become a follower of the main task. This ensures they receive notifications about updates in the parent task as well, keeping everything connected.

Subtask Dates

You can set a due date for any subtask, which allows you to track deadlines for individual steps within a task.

To do this:

  1. Open the subtask three-dot menu

  2. Select Dates

  3. To set a due date, choose a date from the calendar widget

If a due date already exists, simply click the date to change it.

If you want to remove it, use the reset option in the calendar to clear the date completely.

Subtask Reminders

Besides setting deadlines for the subtasks, you can also add reminders for task members and followers.

  1. Open the subtask three-dot menu

  2. Choose Dates

  3. Select Reminder

You can choose to be notified:

  • On the day of the due date

  • 1 or 2 days before

  • 1 week before

Reminders are only sent if notifications for task due dates are enabled in the user’s notification settings.

Converting a Subtask to a Task

You can update any subtask into a full task. This is useful when a subtask becomes more important or needs to be managed independently.

In the subtask three-dot menu, select Convert to Task.

  • If the subtask is open, it will move to the top of the Open list

  • If it is completed, it will appear in the Done list

Filtering Subtasks

If a task contains many subtasks, you can filter them for better focus.

Hover over the Subtasks section title and use the filter icon to choose between:

  • Open subtasks

  • Completed subtasks

When no filter is applied:

  • A progress bar shows the percentage of completed subtasks

  • Completed subtasks are automatically listed below open ones

Subtask List Management

Inside a task, you can create multiple subtask lists for better structure.

By default, one subtask section is available.

At the top of the subtask list, you’ll see a progress bar that updates as subtasks are completed.

Creating Subtask Lists

To create a subtask list:

  1. Open a task in a board

  2. Click on the Subtasks button below the task title

  3. Choose a name for your new subtask list

  4. Click Save

The new Subtask List will be added at the bottom of the subtasks section.

Subtask lists can be reordered by dragging and dropping them into a new position.

Have more questions? Contact support.

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