πŸ“˜ The tale of Jerod the unwise in the subtask maze

Once upon a time, there was a young farmer with the name @Jerod_Hillard . He was known as Jerod the unwise. Thirsty for adventure, he decided to go against all odds and to enter the subtask maze. Everyone advised against it, arguing he was not wise enough to navigate such a maze without a proper training.

He entered the maze, and as he was going deeper and deeper into the levels, he lost his way.

After years of errance he was finally able to find the exit the subtask maze. Below is what he learned. He is now known as Jerod the wise.


Limitations

  • subtasks are not part of their parent task project
  • subtasks do not appear on Calendar and Timeline
  • subtasks do not count in Workload
  • subtasks are not available in Rules
  • subtasks will soon be available in Flowsana
  • you can’t create subtasks by email

Visibility

  • by default, subtasks are not expanded in list view
  • you can’t expand and save as a default layout
  • if custom fields are used in the project, the subtasks will inherit them but values will be hidden by default in the task pane
  • in My Tasks, the project of the parent task is not shown
  • inside a task pane, subtasks do not disappear when completed
  • inside a task pane, in case of too many subtasks, they are hidden behind a Β« show more Β» button

Search

  • advanced search can be used to search for subtask only, or filter out subtasks from the search

Guests

  • a guest added as a collaborator on a subtask will not see the parent task

Accessibility

  • subtasks are accessible from the list view, when a task is expanded, and can be opened like a regular task
  • when displayed in a task pane, subtasks can be opened by clicking on the small bubble on the right
  • only the first level of subtasks is visible in list view. Deeper levels are only accessible from each subtask

Relationship with parent

  • completing a task does not complete the subtasks
  • completing all the subtasks does not complete the task
  • the task due date is unrelated to the subtasks due dates

Possibilities

  • a subtask can be multi-homed into its parent task project (and then count in Workload, show on Calendar and Timeline)
  • the tool Subtasks cleaner can complete subtasks from completed tasks automatically

School of thought

  • some organisations completely forbid subtasks
  • some organisations forbid more than 1 level of subtasks

Did I miss anything about subtasks?!
Kuddos to @Todd_Cavanaugh for writing the first big piece about subtasks

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Great summary, @Bastien_Siebman.

Under Accessibility, I would suggest pointing out that you only get one level of subtasks:

  • the first level of subtasks are accessible from the list view, when a task is expanded, and can be opened like a regular task
  • additional levels of subtasks under the first level are not shown in list view

(Also one typo: β€œa subtask can me multi-homed”)

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