Basic features > Tasks > Create a new task / Subtasks and checklists

Subtasks and checklists

In ELMA365, you can create subtasks and checklists for any tasks (including the process ones). This is a convenient tool that allows you to break down larger tasks into smaller ones or divide up the work among multiple people. Use it to plan and track progress.

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You can create subtasks and checklists not only for tasks but also for files and app items.

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Create a subtask

Employees work with subtasks in the same way as with standard tasks. A subtask has its own deadline, executor, and even subtasks. The number of hierarchical levels is not limited. Each team member can mark their subtasks as completed, while the status of the parent task will not change.

To create a subtask:

1. Open the parent task by clicking on its name in My tasks or Assisting sections;

2. Click on the +Task button in the Subtasks section.

3. Specify the name, the executor, and the deadline and press Enter.

If you want to add other participants, give a detailed description of the task, or attach a file, click on the three dots next to the Deadline field. A window with all task settings will open.

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The subtask will be created, and the executor will receive a notification in the activity stream. On the subtask page, the employee will see a link to the parent task, so they will be able to access the initial data if necessary.

The employee who set the subtask, as well as the author of the parent task, will be able to track the progress of the subtask or interrupt its execution in Assigned by me section.

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When the parent task is closed, all uncompleted subtasks remain active.

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Create a checklist

Apart from subtasks, you can create checklists. You don't specify deadlines and executors for the checklists, but you can use them to break down large-scale tasks into smaller ones and plan work step by step.

1. Depending on where you want to create a checklist, open:

2. Click the +Task button on the side panel of an app item or a file. If you are creating a checklist on the task page, the button will be displayed in the Subtasks section.

3. Type the checklist item's name and press Enter.

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If you want to delete a checklist item, click the X icon on its right and confirm deleting.

If you want anther employee to work on one of the items in a checklist, you can convert it into a subtask. To do that, click the pencil icon on its right. In the window that opens, you can specify the executors and deadlines for the subtask.

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