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How To Add Subtask In Smartsheet

Subtasks in Smartsheet stand for tasks that need to be completed to cease an overall chore. In other words, every subtask belongs to a parent task. Thus, creating and completing subtasks are essential to the completion of your project.  Unfortunately, many have struggled with this unproblematic undertaking.

How To Add a Subtask in Smartsheet

This article addresses the upshot with a step-by-stride guide to the process across a number of the nigh popular devices. Additionally, we'll answer some oft asked questions about the topic.

How to Add Subtasks in Smartsheet

Tasks are incredibly easy to create – they are the courage of Smartsheet functionality.

To add subtasks, follow the steps beneath:

On Mac

  1. Navigate to the appropriate project. Roll to the section where y'all want to create a Subtask.
  2. Press control and click with your trackpad (right-click with a mouse) on the row number of the parent task, and select insert row below. Alternatively, you lot tin simply press Control and "i" to create a new row.
  3. Blazon the title of your subtask into the task column of your new row and click on the row number of the subtask.
  4. Navigate to and click on the indent button on ane of the upper ribbons next to the filter button, it looks like a few lines with an arrow pointing correct. Alternatively, printing "Command" and "]" (right subclass) to indent the line.
  5. It is all-time exercise to make sure that you created the subtask correctly immediately after you create it. To do so:
    • Navigate to the parent task.
    • Press on the small minus sign next to it.
    • If the subtask disappears, you have successfully created a subtask.

On Windows

  1. Navigate to the appropriate projection. Coil to the department where yous want to create a Subtask.
  2. Correct click on the row number of the parent chore, and select insert row below. Alternatively, yous tin can simply press "Insert" on your keyboard.
  3. Type the title of your subtask into the task cavalcade of your new row and click on the row number of the subtask.
  4. Navigate to and click on the indent button on 1 of the upper ribbons next to the filter button (the arrow pointing right). Alternatively, press "Command" and "]" (right bracket) to indent the line.
  5. It is best practice to brand certain that you created the subtask correctly immediately later on you create it. To exercise so:
    • Navigate to the parent job.
    • Press on the modest minus sign next to it.
    • If the subtask disappears, you have successfully created a subtask.

On iPhone

  1. Navigate to the appropriate Project.
  2. Put the sheet in "Grid" view. It is the button at the upper right corner, second to the left. There will be quite a few options with different uses. For the purposes of this tutorial, put your sheet in "Grid" view.
  3. Scroll to the department where you desire to create a Subtask and tap on the row number of the parent task.
  4. Whorl down to insert, and tap "Row Beneath."
  5. Tap on the chore column in the new row you created. So tap the blueish keyboard button in the bottom left corner of your screen.
  6. Type the championship of the task into the new row. If the parent task has subtasks other than the one you just created, so you are finished. The app automatically created a subtask for you because of how information technology understands hierarchy.
  7. Tap the blue checkmark button.
  8. Tap on the row number of your subtask. Curlicue down to the modify department, and tap on the indent row button.
  9. It is best do to brand certain that you created the subtask correctly immediately later you lot create it. To cheque whether you've washed so, printing the small minus button adjacent to the task. If the subtask disappears, you lot successfully created a subtask.

On Android

  1. Navigate to the appropriate Project.
  2. Put the sheet in "Grid" view. It is the button at the upper right corner, second to the left. In that location will be quite a few options with dissimilar uses. For the purposes of this tutorial, put your sheet in "Grid" view.
  3. Scroll to the section where you desire to create a Subtask and tap on the row number of the parent chore.
  4. Scroll down to insert, and tap "Row Beneath."
  5. Tap on the task cavalcade in the new row you created. Then tap the bluish keyboard push in the bottom left corner of your screen.
  6. Blazon the championship of the task into the new row. If the parent job has subtasks other than the one you but created, and so you are finished. The app automatically created a subtask for you because of how information technology understands hierarchy.
  7. Tap the blue checkmark button.
  8. Tap the row number of your subtask. Roll downwards to the modify section, and tap on the indent row push.
  9. It is best exercise to make sure that y'all created the subtask correctly immediately after y'all create it. To cheque whether yous've done so, press the minor minus push button next to the task. If the subtask disappears, y'all successfully created a subtask.

How to Marking a Subtask every bit Complete in Smartsheet

After creating a Subtask for your projection, you lot should have a comprehensive understanding of how bureaucracy functions in Smartsheet, and how hierarchy impacts the project workflow. In other words, how the fulfillment of subtasks leads to the fulfillment of tasks. Unfortunately, nonetheless, many people don't know how to marker a subtask every bit complete.

Here'southward how information technology'due south done:

On Mac

  1. Navigate to the appropriate project and curl to the Subtask you have completed.
  2. Select and hover over it so that the row is highlighted in a blue colour.
  3. Carefully move your cursor right, across the columns, until you see the outline of a box.
  4. Click on the box. A blue checkmark should appear indicating that y'all successfully marked the Subtask as complete.

On Windows

  1. Navigate to the appropriate project. Scroll to the Subtask you have completed.
  2. Select and hover over it so that the row is highlighted in a blue color.
  3. Carefully movement your cursor right, across the columns, until you encounter the outline of a box.

  4. Click on the box. A blue checkmark should appear indicating that yous successfully marked the Subtask as complete.

On iPhone

  1. Navigate to the appropriate Projection.
  2. Put the sail in Mobile view. It is the push at the upper right corner, 2d to the left. There volition be quite a few options with unlike uses. For the purposes of this tutorial, put your sheet in "Mobile" view.
  3. Curl to the subtask you want to mark as consummate. Check that the name of the subtask is bolded, with the parent job above it appearing grey.
  4. Tap the white square to a higher place the text that says done to marking the project as complete.

On Android

  1. Navigate to the appropriate Projection.
  2. Put the canvass in Mobile view. It is the push button at the upper right corner, second to the left. In that location will be quite a few options with different uses. For the purposes of this tutorial, put your sheet in Mobile view.
  3. Scroll to the subtask y'all want to mark as complete. Check that the proper name of the subtask is bolded, with the parent chore to a higher place information technology appearing greyness.
  4. Tap the white square to a higher place the text that says done to mark the project as complete.

Marking This Tutorial as Consummate

Adding and completing subtasks are vital to the successful completion of your project. It makes time management and piece of work resource allotment an absolute breeze, also as decreasing the number of errors that your team makes. The successful utilization of this applied science allows you lot to streamline your workflow and consummate projects in record-breaking time.

Have you ever added a subtask in Smartsheet? Did y'all apply the advice outlined in the article? Share your experiences in the comments section below.

Disclaimer: Some pages on this site may include an chapter link. This does not event our editorial in whatsoever style.

How To Add Subtask In Smartsheet,

Source: https://www.alphr.com/add-subtask-smartsheet/#:~:text=the%20appropriate%20project.-,Scroll%20to%20the%20section%20where%20you%20want%20to%20create%20a,row%20number%20of%20the%20subtask.

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