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Add and manage subtasks

Subtasks use the same Task model with a parent relationship, keeping their own owner, dates, status, progress, files, and discussion.

Subtasks use the same Task model with a parent relationship. They stay attached to their parent while retaining their own owner, dates, status, progress, files, and discussion.

Add and manage subtasks in FormistAdd and manage subtasks in Formist

Add a subtask

  1. Open a task's detail dialog.
  2. Find Subtasks and select Add subtask.
  3. Formist creates a child record linked through parent_task_id and opens it for editing.
  4. Enter the child task details and save.

Write access is required. The Formist service validates that the parent task belongs to the current space.

Open and organize child tasks

Existing children appear in the parent detail dialog with their current status and due date when available. Select a child to replace the dialog content with that task. In All, grouping by Parent can nest child tasks under their parent. The Gantt also builds an objective-to-child hierarchy from this relationship.

The child persists as its own task and remains linked after refresh. It can have its own fields, status, files, comments, and activity.

If a subtask cannot be created

The quick-add path supplies an Untitled task subject before opening the child. If Formist returns an error, confirm the parent still exists in the current space and that your role has write access.

Frequently asked questions

Does marking a parent task done also close its subtasks?

No, each subtask keeps its own status, dates, and progress independent of the parent. Marking a parent Task done or closed doesn't change any subtask; update each one on its own record.

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