diff --git a/content/applications/services/project/tasks.rst b/content/applications/services/project/tasks.rst index 4f815b417..72e9226a7 100644 --- a/content/applications/services/project/tasks.rst +++ b/content/applications/services/project/tasks.rst @@ -10,3 +10,4 @@ Task management tasks/task_stages_statuses tasks/task_creation tasks/recurring_tasks + tasks/sub-tasks diff --git a/content/applications/services/project/tasks/sub-tasks.rst b/content/applications/services/project/tasks/sub-tasks.rst new file mode 100644 index 000000000..6ccf4f8ef --- /dev/null +++ b/content/applications/services/project/tasks/sub-tasks.rst @@ -0,0 +1,51 @@ +========= +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. + +Odoo’s sub-task feature is particularly useful in some of the following cases: + +- The task workload is too big to handle in one record. +- There’s 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 task’s 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 `. + +.. 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.