Subtasks in Zoho Projects
Zoho Projects allows you to break your existing tasks into subtasks. By creating subtasks, you can organize your work. With subtasks, you can track the progress of the task and get it done on time. Alike tasks, you can set the priority, duration, % completed, assignee, start date and end date for subtasks.
- Import subtasks from MS project
- Create subtasks
- Reorder subtasks
- Make a subtask into a task
- Subtasks in dependency
- Subtasks in gantt view
- Subtasks in templates
- Subtasks feature is available only in Enterprise and Premium paid plans of Zoho Projects.
Import subtasks along with your existing tasks, while you import your MS project files into Zoho Projects.
- Select the required project in Projects and click the Tasks module.
- Click in the upper-right corner and select Import Task.
- Select the File Type and Choose a file that you want to upload.
- Click Import to import the file to your project.
- Choose to leave the imported tasks unassigned or associate the Mpp users to Project users in Import Microsoft Project Plan(MPP / MPX).
- Click Continue to import the tasks into Zoho Projects.
- Select the Tasks module, click the task for which you want to add the subtask.
- Click Subtasks in the task details page and then click Add Subtask.
- Enter the name of the subtask and click Enter to add the subtask.
You can also drag and drop tasks to create subtasks. And, the dragged task is now added as a subtask beneath the task it is dropped.
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 the applied criteria may also be displayed, so as not to break the hierarchy.
- Closing a parent task will close all its subtasks.
- To reopen a subtask, the parent task needs to be reopened.
You can reorder subtasks from the Tasks details page. Click open a task with subtasks, to view the task details page. Now, click the subtask and select Subtask Reorder. Now, you can drag and drop the subtasks to reorder based on your need and then click Save Order.
Click the subtask that you want to convert and select in the upper-right corner. Now, click Make this a Task to convert a subtask into a task.
You can view subtasks now as part of your task dependency view. Only if all the parent tasks are displayed, you can view the subtasks.
You can view subtasks as part of your gantt charts. The subtasks are represented in yellow on the gantt chart. You can also add subtask from the Gantt view, hover over the required task and create a subtask in the task details page or click the + icon found right next to the task name to add a subtask.
You can create a new task template and add tasks along with subtasks and save this template for your future projects. Learn More about adding subtasks in task templates.