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Organizing Tasks: Subtasks and Dependencies

Break down complex projects with subtasks and link related tasks with dependencies

C
Written by Customer Success
Updated over a month ago

Organizing Tasks: Subtasks and Dependencies

🎯 Why This Matters

Complex projects need structure. Breaking large tasks into subtasks and linking related work helps you:

  • Manage complexity - Big projects become manageable pieces

  • Track progress accurately - See exactly where things stand

  • Aggregate data automatically - Parent tasks roll up time and costs from children

  • Show relationships - Link tasks that depend on or relate to each other

📂 Understanding Task Hierarchy

Parent and child tasks let you organize big projects into clear, manageable pieces.

Parent Tasks

A parent task is a container for related work. It represents the overall goal or project.

  • Example: "Prepare Room A for New Grow Cycle"

  • Cannot have timers run directly on them

  • Automatically aggregates costs and time from subtasks

Subtasks (Child Tasks)

Subtasks are the individual pieces of work within a parent.

  • Example: "Clean grow tables", "Inspect irrigation system", "Set up lighting"

  • Can be assigned, timed, and tracked independently

  • Contribute to parent task totals

Task sidebar showing Create Subtask and Add Dependencies buttons for organizing task hierarchy

➕ Creating Subtasks

Add subtasks in seconds - break down complex work without losing the big picture.

Method 1: From the Task Sidebar

  1. Click a task to open its sidebar

  2. Click Create Subtask

  3. Fill in the subtask details

  4. Save - the new subtask appears under the parent

Method 2: When Creating a New Task

  1. Click + New Task

  2. In the task form, select a Parent Task

  3. Fill in the rest of the details

  4. Save - the task is created as a child of the selected parent

💡 Quick Tip

You can nest subtasks multiple levels deep. A subtask can have its own subtasks, creating a detailed work breakdown structure.

📊 How Data Aggregates

See the true cost and time of any project - parent tasks automatically total up all subtask data.

Parent tasks automatically roll up data from their children:

Field

How It Aggregates

Time Tracked

Sum of all child task timer sessions

Labour Cost

Sum of all child labour costs

Supply Cost

Sum of all child supply costs

Total Cost

Sum of all child total costs

This means you can see the true cost and time of a project by looking at the parent task, even if work is distributed across many subtasks.

👀 Viewing Subtasks

Expand any parent task to see what's inside - collapse when you need the big picture.

In the Task List

  • Parent tasks show an expand/collapse arrow

  • Click to show or hide subtasks

  • Use Hierarchical Sort to group parents with their children

In the Task Sidebar

  • Open a parent task

  • Scroll to the Subtasks section

  • See all direct children with their status

  • Click any subtask to view its details

🔗 Task Links and Dependencies

Connect related tasks across projects - show what depends on what, even outside a hierarchy.

Beyond parent-child relationships, you can link tasks that relate to each other.

Link Types

Type

Meaning

Example

Depends On

This task cannot start until the linked task is done

"Package product" depends on "Complete QC testing"

Blocks

This task must finish before the linked task can start

"Clean room" blocks "Start new grow cycle"

Relates To

Tasks are related but no dependency

"Order supplies" relates to "Inventory count"

🔗 Creating Task Links

Link any two tasks in a few clicks - choose the relationship type that fits.

  1. Open a task in the sidebar

  2. Find the Links section

  3. Click Add Link

  4. Search for the task you want to link

  5. Select the link type (depends on, blocks, relates to)

  6. Save the link

Viewing Linked Tasks

Linked tasks appear in the Links section of the sidebar. Click any link to jump to that task.

⚠️ Note

Task links are informational - they help you understand relationships but don't automatically block work. Team members can still update linked tasks independently.

📋 When to Use Subtasks vs Links

Pick the right tool - subtasks for breaking down work, links for connecting separate efforts.

Use Subtasks When...

Use Links When...

Breaking one project into pieces

Connecting separate projects

You want costs to roll up to a parent

Tasks are independent but related

Work is part of a single effort

One task depends on another

Same team, same timeline

Different teams or timelines

✨ Best Practices

For Subtasks

  • Keep hierarchy shallow - 2-3 levels max for clarity

  • Make subtasks actionable - Each should be a clear piece of work

  • Use consistent granularity - Subtasks should be similar in size

  • Don't over-divide - If a task takes 15 minutes, it probably doesn't need subtasks

For Links

  • Use sparingly - Only link tasks that truly depend on each other

  • Choose the right type - "Depends on" vs "Relates to" mean different things

  • Keep links current - Remove links that no longer apply

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