HI @Ajith
Welcome to the community…
The big thing with regarding SubTasks is that they aren’t visible within a project easily and they behave different to normal tasks.
This is a good community post that gives some ideas…
With regards to how you have structured it would really depend on how many sub tasks each Client is likely to have.
As an example my workflow has;
- A prospect as a Task in a central project, with a few tasks underneath initial followup etc.
- Once that prospect is converted to a Client and I won’t to track things like invoices/bookings etc I create a Dedicated Project for that Client.
- I multi home the original task in both the central project and the Clients Project.
Hope this information helps.
Jason.