What is a Subtask?

A subtask is a smaller, manageable task that is part of a larger primary task. Subtasks help break down complex tasks into actionable steps, making it easier to track progress, assign responsibility, and meet deadlines. Each subtask can include details like a title, descriptions, time logs, to-do lists, documents, and subtask history.

How to Use:

Add Subtask in a Task

1. Open a task and click on + Add New Subtask in the Subtask section.

2. Enter the subtask title, description, assign users, and set a due date.

3. Enable the scheduling toggle if you want to create the next subtask upon completion of the previous one.

4. Click Save, and your subtask will be created instantly or scheduled, depending on your settings.

Add Subtask in Services

1. Go to Services, open the relevant service, and navigate to the Subtask tab.

2. Enter the subtask title, description, assign users, and set a due date.
   

3. Enter the number of days after the task is created that you want the due date to be.

4. Enable the workflow option if you'd like the subtask to be created automatically when previous one is completed.

Subtasks in Primary Task

Task Dashboard

1. You can now filter tasks and subtasks in the task dashboard using the Task Type filter for smoother task management.
   
2. Subtasks are displayed along with their primary task, with the primary task appearing above the subtask name in the task dashboard.
   

Example:

• Turnover Reconciliation from GSTR-1

• Check that GSTR-1 Matches with GSTR-3B

• GSTR-2B Reconciliation with Books

• TDS Reconciliation as per Form 26AS

• GST Cash, Liability & Credit Ledger Reconciliation

• Cash Balance, Cash Expenses & Cash Receipts

• TDS Deducted

• Accounting, Debtors, and Creditors

• Calculation of Income Tax Liability