Project housing "projects"

Hi @Brittany_Wray , welcome to the forum! :smiley:

Assuming each ‘lead’ is a single task and the sections you mention are either sections within the project or ‘sub-sections’ within the task (?), with numerous subtasks in each ‘lead’ task that are added as it goes through each section (or all subtasks are setup from the start, such as a Task template?)…

Personally, I think “too much” really depends on how many subtasks you have in your ‘lead’ tasks. I generally believe that subtasks should NOT be used excessively and there is an extensive debate on this (refer to this article by @Bastien_Siebman )

If each ‘lead’ goes through over 25-30 (sub)tasks, it sounds to me that you might be better off converting your ‘lead’ tasks into ‘lead’ projects instead. You can do this easily using this advanced action.

Additionally, if your ‘subtasks’ are always following the same Lead flow, it might be better having them as tasks setup in a project template which you could create for every new lead. And if a lead does not convert to a deal, then you can always archive a lead project so that it de-clutters your ‘Lead Flow’ team’s list of ‘lead’ projects. :wink:

:bulb: If you are on the Business Plan, you can add all your ‘lead’ projects into a Portfolio so you can get the high-level overview that you are perhaps looking for.

Finally, to help you decide on the optimal level of Project\Section\Task\Subtask you can refer to this useful post by @lpb

2 Likes