[ADD] project: new doc about sub-tasks

taskid-4066254

closes odoo/documentation#10290

Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
This commit is contained in:
Zuzanna Luczynska 2024-07-22 10:05:53 +02:00 committed by Audrey (auva)
parent acf8d5e4a7
commit b3e2b51a6a
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@ -10,3 +10,4 @@ Task management
tasks/task_stages_statuses
tasks/task_creation
tasks/recurring_tasks
tasks/sub-tasks

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=========
Sub-tasks
=========
When handling project tasks, you can often benefit from splitting the workload into smaller
**sub-tasks**, making it easier to track progress and manage the work.
Odoos sub-task feature is particularly useful in some of the following cases:
- The task workload is too big to handle in one record.
- Theres a clear sequence of steps to follow.
- Some parts of the workload fall under the scope of different projects and/or assignees.
The original task to which sub-tasks are linked is referred to as the **parent task**. The sub-tasks
of the parent task are known as **child tasks**.
Creating sub-tasks
==================
To create a sub-task:
#. Open the Project app, then go into your desired project.
#. Click the task where you want to add the sub-task, then click the :guilabel:`Sub-tasks` tab.
#. Click :guilabel:`Add a line`, then fill in the :guilabel:`Title`.
#. Click the :icon:`fa-cloud-upload` (:guilabel:`cloud`) icon to save the task manually.
.. tip::
You can edit several fields of a sub-task directly from the parent tasks sub-task tab without
opening the individual sub-task. By default, those are: :guilabel:`Title`, :guilabel:`Priority`,
:guilabel:`Status`, and :guilabel:`Assignees`. Use the :icon:`fa-sliders` (:guilabel:`sliders`)
icon to add or remove fields.
Once the new sub-task is created, the following changes occur in the parent task:
- A **smart button** displays the total number of sub-tasks, as well as the number of closed
(**done** or **canceled**) sub-tasks. Click the smart button to access the list of the sub-tasks.
- The :guilabel:`Allocated time` displays the amount of time allocated to the parent task, as well
as time allocated to the sub-tasks. This can be used to ensure that the time allocated to
sub-tasks does not exceed time allocated to the parent task.
- The :guilabel:`Timesheets` tab includes a breakdown of time spent on the parent task as well as
sub-tasks.
Click :guilabel:`View` to open the sub-task you created. The sub-task form is identical to the
:ref:`task form <task_creation/task-configuration>`.
.. tip::
- A **smart button** allows to navigate back to the :guilabel:`Parent task`.
- The :guilabel:`Sub-tasks` tab allows for further creation of sub-tasks.
- Selecting a :guilabel:`Project` will trigger this sub-task to be displayed in the Kanban view of
the selected project.