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1. Attachments

Use Attachments to keep supporting files available with the task so the people working on it can access the same reference material.

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1.1 Attachment Details

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1.2 If an Attachment Is Not Accepted

If a file cannot be attached, check that it is a supported file type and that the file is within the displayed 10 MB limit.

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2. Adding Subtasks

A subtask is a smaller activity that needs to be completed as part of finishing the parent task. Subtasks can be added one at a time or imported in bulk.

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2.1 Why Are Subtasks Needed?

  • Break a larger task into smaller, manageable activities.
  • Clearly identify the individual activities required to complete the parent task.
  • Assign different activities to different team members, where required.
  • Track the progress of each activity separately.
  • Make sure important steps are not missed before the parent task is completed.
  • Keep related work connected to the main task instead of creating separate, unrelated tasks.

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2.2 Create a Subtask

Subtasks panel with a field to add one subtask and an Import Subtasks option for bulk creation Add one subtask using the + button or use Import Subtasks for bulk creation. Create Subtask form with title, description, project, type, category, requirement type and priority fields Create Subtask form. Add the required details and click Create Subtask.
1

Enter a title

Add a short title for the subtask and click +.
2

Complete subtask details

Add the description, assignee, reporter, dates, priority, attachments and other required fields.
3

Create the subtask

Review the information and click Create Subtask.

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2.3 Subtask Completion Rule

The Subtask Completion Rule determines whether a Parent Task can be completed when one or more of its subtasks are still incomplete. There are two available completion rules: Use Strict – Block Completion when every subtask must be finished before the overall task is considered complete. Use Warning – Show Confirmation when subtasks are used for tracking, but the Parent Task may still be closed when required. The applicable rule is configured at the project level under Project Info → Subtask Completion Rule.

Why this is helpful

The completion rule helps the project decide how strictly subtasks must be completed before the Parent Task is closed.

Watch: Working with Subtasks in the Video Gallery — breaking a task down into subtasks and tracking their progress alongside the parent task.