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closes odoo/documentation#10560
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ReStructuredText
52 lines
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ReStructuredText
=========
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Sub-tasks
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=========
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When handling project tasks, you can often benefit from splitting the workload into smaller
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**sub-tasks**, making it easier to track progress and manage the work.
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Odoo’s sub-task feature is particularly useful in some of the following cases:
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- The task workload is too big to handle in one record.
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- There’s a clear sequence of steps to follow.
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- Some parts of the workload fall under the scope of different projects and/or assignees.
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The original task to which sub-tasks are linked is referred to as the **parent task**. The sub-tasks
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of the parent task are known as **child tasks**.
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Creating sub-tasks
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==================
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To create a sub-task:
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#. Open the Project app, then go into your desired project.
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#. Click the task where you want to add the sub-task, then click the :guilabel:`Sub-tasks` tab.
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#. Click :guilabel:`Add a line`, then fill in the :guilabel:`Title`.
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#. Click the :icon:`fa-cloud-upload` (:guilabel:`save`) icon to save the task manually.
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.. tip::
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You can edit several fields of a sub-task directly from the parent task’s sub-task tab without
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opening the individual sub-task. By default, those are: :guilabel:`Title`, :guilabel:`Priority`,
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:guilabel:`Status`, and :guilabel:`Assignees`. Use the :icon:`fa-sliders` (:guilabel:`sliders`)
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icon to add or remove fields.
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Once the new sub-task is created, the following changes occur in the parent task:
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- A **smart button** displays the total number of sub-tasks, as well as the number of closed
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(**done** or **canceled**) sub-tasks. Click the smart button to access the list of the sub-tasks.
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- The :guilabel:`Allocated time` displays the amount of time allocated to the parent task, as well
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as time allocated to the sub-tasks. This can be used to ensure that the time allocated to
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sub-tasks does not exceed time allocated to the parent task.
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- The :guilabel:`Timesheets` tab includes a breakdown of time spent on the parent task as well as
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sub-tasks.
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Click :guilabel:`View` to open the sub-task you created. The sub-task form is identical to the
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:ref:`task form <task_creation/task-configuration>`.
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.. tip::
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- A **smart button** allows to navigate back to the :guilabel:`Parent task`.
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- The :guilabel:`Sub-tasks` tab allows for further creation of sub-tasks.
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- Selecting a :guilabel:`Project` will trigger this sub-task to be displayed in the Kanban view of
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the selected project.
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