Subtasks – a new level of collaboration

What are Subtasks in Cirkus?

You can use Subtasks to split tasks into smaller parts, or to define more detailed goals and assign them to multiple people.

Subtasks are full Tasks with their own assignees, dates, comments and files.

How to create a Subtask

To create a subtask:

  • Select your parent Task, to load it in the Inspector. 
  • In the Subtasks section of the inspector, click on [Add Subtask].
    (On Cirkus web , click the (+) button, and on iOS, go to the Subtasks tab in Task details.)

  • In the New Subtask sheet fill out all the information as you would for a Task.

    The Subtask will be assigned to your own user by default, but you can assign it to any project Member, Role, or email address.

  • You can also select a template to apply to your Subtask if one is available in your Workspace.
    Add files, dates and priorities, as you would with any normal Task.
  • Click OK and your Subtask will show in the Task Inspector.
 

Working with Subtasks

  • When a Task has a Subtasks you will see a Subtask count in the Task cell, along with an indicator of Subtask completion with a pie chart.
    The parent task status is independent of that of the subtasks.

  • You can also click into a Task and manage them via in the Subtasks tab.
  • Collaborators will be notified of Subtasks activity in their Inbox just like they are for tasks.

  • You can star Subtasks and they will be pinned to your Starred Tasks.

  • You can include Subtasks in your advanced Search and csv exports.

  • You can add start and end dates to Subtasks and they will show in your Schedule.

Subtasks in Task Templates

A really powerful way to use Subtasks is with Task Templates.

You can create a Task Template with custom fields, statuses, workflows and now Subtasks.

To add Subtasks to your Task Templates.

  • As Workspace Admin, go to your Workspace, and Templates tab, then “Task Templates”
  • Select the Task template you want to edit, and click through to the “Subtasks” tab of that Template.
  • There you can add the Subtasks that you want to include in the Template.
  • You can also set conditions for the Subtask within the Template. 
    For example, when creating a Request if the requestor sets “Captioning needed” = YES, Subtasks will be created for “Captioning” and  “Captioning QC “. 
    If “Captioning needed” = NO, on the parent Task, the Subtasks will not be created.

Note: Subtasks in Task Templates is a Pro feature an can only be used in Pro Workspaces on cirkus.com. For more information check https://cirkus.com/pricing/

What's coming next for Subtasks

We are working on adding Subtasks to the main Task lists, underneath the parent task. More to come in early 2021.
We would love to hear your feedback on what you have in mind for Subtasks and how you are using them.

Get in touch with us at hello@cirkus.com, and let us know.

By Stephanie Watkins

December 21, 2020

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