https://www.youtube.com/playlist?list=PLlinEHqn6JHU_Zdc2Py_iuUTiyxQ1M2WE
Each primary task can have any number of associated sub-tasks. Each sub-task includes its own category and sub-category, location and sub-location, and responsible staff.
The grid includes details for all sub-tasks you have added, including status notes and primary staff members. Click the name of the staff member to view quick contact information from the member's profile.
Adding a Sub-Task
Click Add Sub-Task to add a new sub-task in the same way you added the primary task. Each field with a red dot is required. Enter the appropriate details and a description, then save your changes to return to the main task screen.
You'll see your new task in the last of sub-tasks. Click the Edit (pencil) icon to edit or update the sub-task. Click the Delete (trashcan) icon to delete the sub-task.
Managing and Updating Sub-Tasks
Sub-tasks can be edited, for example to assign a new staff member, or change a due date. You can also update a sub-task's status as work on the task progresses.
Click the Edit (pencil) icon next to the sub-task you want to edit or update.
Click any of the fields to make a change.
If the sub-task status was changed previously, you'll see a Status Note. Status Notes cannot be edited or removed.
If your change includes a status update, clicking Save will open a pop-up window allowing you to enter notes regarding the status change.
Enter the note, then click Save to save your note, and your changes to the sub-task. These notes will be visible on the task details screen.