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 Sub-tasks tab.
Click Add a line, then fill in the Title.
Click the (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: Title, Priority, Status, and Assignees. Use the (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 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 Timesheets tab includes a breakdown of time spent on the parent task as well as sub-tasks.
Click View to open the sub-task you created. The sub-task form is identical to the task form.
Tip
A smart button allows to navigate back to the Parent task.
The Sub-tasks tab allows for further creation of sub-tasks.
Selecting a Project will trigger this sub-task to be displayed in the Kanban view of the selected project.