2.3 KiB
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-taskstab. - Click {guilabel}
Add a line, then fill in the {guilabel}Title. - Click the {icon}
fa-cloud-upload({guilabel}save) 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 timedisplays 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}
Timesheetstab 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-taskstab allows for further creation of sub-tasks. - Selecting a {guilabel}
Projectwill trigger this sub-task to be displayed in the Kanban view of the selected project. :::