Break a task into subtasks

Updated September 2, 20262 min read

Subtasks split one deliverable into the steps it takes — script, recording, editing, review. Add them when a task is big enough that “in progress” stops telling you anything useful.

Add a subtask

  1. Open the task. A panel opens on the right.
  2. Go to the Subtasks tab.
  3. Click New Subtask.
  4. Type the name and press Enter, or click Add.

Repeat for each step. A progress bar above the list shows how much is done, and the tab badge counts completed out of total.

Assign and complete

  • Click the circle on the left of a subtask to complete it. Completed subtasks are struck through and dimmed.
  • Use the dropdown on the right to assign the subtask to a workspace member.
  • Hover a subtask and use the delete action to remove it.

Track time on a single step

Each open subtask has a play button.

  1. Click play on the subtask you are starting. The timer runs and the subtask moves to in progress.
  2. Click pause to stop it.

The hours land on the parent task — subtasks don’t keep a separate total. Starting a subtask timer stops whatever timer was running, because only one runs at a time.

Tip: Completing a subtask while its timer runs stops the timer for you.

Subtasks created by automations

Automation presets build chains where completing one subtask creates the next. The Video Production preset walks a task through Script → Recording → Editing → Internal Review → Client Review → Final Delivery. The Agency preset uses Briefing → Creation → Internal Approval → Client Approval.

Those chains match on the subtask title. Renaming a subtask an automation is waiting on breaks the chain silently. Change the rule instead, in Workspace SettingsAutomations.

What’s next

See which chain each preset builds in Choose an automation preset, or start the timer and let the workflow move itself.

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