Getting Started Guide

Subtasks in Zoho Projects

Zoho Projects allows you to break your existing tasks in sub tasks in order to gain much deeper insights into the progress of a task. Now, simply drag and drop to break tasks in to subtasks or summary tasks based on your project needs.

Note :

  • Subtasks feature is available only in Enterprise and Premium paid plans of Zoho Projects.

Import subtasks from MS projects

Import subtasks along with your existing tasks while you import your MS project files into Zoho Projects

  1. Go to Home tab. Click Settings link
  2. This opens a Settings wizard.
  3. Here click Import MPP link under the heading Import MPP
  4. This opens the Import MPP Wizard
  5. Browse for required MPP file and click Import MPP button.
  6. This opens a tasks mapping wizard.
  7. Here map the tasks to the project members and click Associate Users icon.

This assigns tasks to the selected users and quickly imports all the tasks along with its subtasks from your MPP file into Zoho Projects.

Subtasks MS projects

Create subtasks in Tasks & Milestones

Go to Tasks & Milestones tab

    1. Click a task name and the task details page opens up
    2. Here you can find Add Subtask link
    3. Click this Add Subtask link and this opens a text area
    4. Type your the required contents for your subtask and click Enter key

This creates a new subtask for this task. Remember you can add as many subtasks for a task

Add subtask

 

Here's a sample animated gif to explain how to create subtasks in Projects 4.0

 

Subtasks

 

Few points to remember when you create subtasks in Zoho Projects :

  • Closed tasks cannot be indented
  • Subtasks cannot be created for closed tasks
  • Few tasks other than matching criteria may appear so as not to break the hierarchy
  • Closing a parent task will close all its subtasks
  • To reopen a subtask , its parent task needs to be reopened

Subtasks in dependency view

You can view subtasks now as part of your task dependency view. Subtasks gets be displayed if and only if all its parent tasks are displayed.

Subtasks in dependency

Subtasks in gantt view

You can view subtasks as part of your gantt charts. The open / closed subtasks are represented as yellow / brown colors respectively on the gantt chart.

Subtasks legend
Subtasks in gantt charts

Subtasks in templates

Create a new project template add tasks along with subtasks and save this template for your future projects.

Subtasks in templates

Here's a view of subtasks as part of the project template :

Add subtask

 

Top