Sub-tasks on an information item allow users to document a sequence of actions or tasks related to its execution. These sub-tasks will be added as a checklist to the main item, and the duration of their execution time can be measured. To add a checklist, expand the item to full view, click the action menu in the upper-right corner, and select the 'Checklist' option.
Actions on the Checklist:
Clicking the three dots on the right side of the checklist will open the action options:
Title Change: You can set a title for the checklist and add subtasks as needed.
Expand/Collapse: You can expand or collapse the checklist display by clicking the arrow in the upper-right corner.
Convert Checklist Tasks to...: You can convert all checklist entries into new information based on the form type and relevant group.
Delete: You can delete the entire checklist.
Adding Tasks:
To add a task, type the name and press Enter. Use Enter + Shift to move to the next line. You can tag users by typing @ followed by their name; select from the list and continue typing the task. The tagged user will receive a notification.
To mark a task as complete, click the 'V' checkbox next to it, and it will turn purple.
You can add multiple checklists per item, each for different sub-task topics, just like before. In this way, each task always receives a relevant context and the information is already there so that you can perform the task.
Additional actions on the entries in the checklist
Each entry in the checklist has an action menu in the right part, clicking on the three dots will open the menu:
Attach a File: You can attach files of any type to the checklist item.
Time Tracking: To track task duration, select the time tracking option. Set the start date and time, then define the duration. Clicking save will add the time to the checklist entry.
A summary of all recorded working hours will appear next to the checklist title.
Converting a Record to a New Item: You can convert a record into a new item if it requires a specific reference, needs to be assigned to another user, or has a separate due date. Clicking this option opens a window where you can choose the form type, group, and status. You can also decide whether to link the new item to the current one to preserve context between the details and tasks.