Subtasks on Virtosoftware Guides & Docs

Subtask counter

Fri, 22 Nov 2024 20:17:00 +0000

We have added the subtask counter so you can track how many subtasks the parent task has and how many have been completed. In the example below, “1/2” means this parent task has two subtasks, one of which has the “Completed” status.

Subtask counter

Parent ID field

Fri, 22 Nov 2024 20:16:54 +0000

Each task list has a Parent ID field by default, but you can change this and use any other lookup field as the Parent ID. This can be useful if you need to group or categorize tasks in a specific way.

VirtoSoftware uses the Parent ID field for quick boards because the board is designed for a task list. This ensures maximum compatibility with tools like Microsoft Project, Gantt, and similar platforms.

Subtask view mode

Fri, 22 Nov 2024 20:16:48 +0000

To easily manage subtasks on your board, you can switch to “Subtasks view” mode. This mode allows you to view subtasks grouped by their parent task, with the parent task fields becoming the swimlane fields.

View subtasks

Subtask view

Since subtasks are now grouped into swimlanes, you can also move tasks between swimlanes (parent tasks).

This option is available by default for quick boards. If you’re working with a board from a custom task list, ensure that the “Enable subtask/checklist” checkbox is selected in the “Advanced Setup –> Additional” settings.

Subtasks on a kanban board

Fri, 22 Nov 2024 20:16:38 +0000

You can show or hide subtasks by clicking the show or hide icon. This option enables you to view only parent tasks.

Show / Hide subtasks

Subtasks will appear on the board with a gray heading containing the subtask ID and the parent task’s name.

Subtask on the left

Sorting subtasks

Fri, 22 Nov 2024 20:16:32 +0000

You can sort the subtasks in the “Subtasks” tab by ID, status, or due date.

Edit subtasks in a tab

Fri, 22 Nov 2024 20:16:25 +0000

You can edit subtasks directly within the parent task card. Simply switch to the “Subtasks” tab and make the necessary changes (for example, update the status). A “Save” button will appear next to the subtask—click it to save your changes.

Adding a subtask

Fri, 22 Nov 2024 20:16:18 +0000

Virto Kanban Board on-premises supports subtasks. Use subtasks to split your Kanban tasks and manage them step by step.

Click “Add subtask” on the card of the task you want to make a parent task.

Add subtask

When the parent task view appears, decide whether you’re going to make a subtask from an existing task or create a new one. Both options are available.

If you’re adding an existing task as a subtask, enter its ID. To view a card ID on kanban cards, choose “ID” in Cards fields (Cards settings tab).