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Repeating Checklists (Subtasks)
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Add new tasks

Use this section to add tasks to your team's task list.

Step 1: Add new task from a category 👇

Task categories
1
Name
Add new Task
1
Webinar
Add new task
2
Competitive analysis
Add new task
3
Monthly reconciliation
Add new task
There are no rows in this table
Step 2: Give your task a name and assign it 👇

Team tasks
6
Search
Name
Assigned to
Type
1
Competitive analysis H1 of 2019
AD
Adam Davis
Competitive analysis
2
Jan 2019 accounting reconciliation
PR
Polly Rose
Monthly reconciliation
No results from filter
Step 3: Add subtasks to each task
Click the button in the table below 👇 to add the to the task, based on the task type.

Then, try popping open the row by hovering over the row and clicking the expand icon
arrow-expand (7).png
next to the task name. You'll notice that the subtasks are shown as a subtable within the task row.
Search
Name
Assigned to
Type
Add Template Checklist
List of Subtasks
1
Competitive analysis H1 of 2019
AD
Adam Davis
Competitive analysis
Add template checklist
@Review last year's report
2
Jan 2019 accounting reconciliation
PR
Polly Rose
Monthly reconciliation
Add template checklist
@Reconcile cash in bank accounts with general ledger
No results from filter


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