This blog is the third blog in this series which details the new features coming to Apps4.Pro Planner Manager.
First blog details how to create and use Plan / task template
and the last blog details how to share Planner tasks with external users .
In this blog I will detail you how to create sub tasks for existing Planner tasks and view the sub tasks in Grid view and Gantt chart for task planning.
How to create Sub tasks from Planner Manager?
Creating sub task for existing task is easy when Planner Manager is used.
- Double click on the existing task to get it opened in the edit window.
- Type the sub tasks title in checklist items as shown in below image and click on Promote checklist item as sub task.
- Now a new task will be created in Planner and linked with this parent task. This will help you to set due date, add assignment and post comments for the sub task.
- A link will be created between Parent and Sub task. So whenever the user opens a task, its sub tasks will be listed and can be updated easily.
Please note that when you create a new task from Planner Manager Promote checklist item as sub task button will not be available. First you need to create new task and edit it to promote the checklist items as sub tasks.
Please share your suggestions / feedback as this will help us a lot to design the app which works for you. Use the below form to sign-up for the preview.