Add Subtasks to a Task

Subtasks break a main task into smaller, trackable pieces. Both clients and Genies can view subtasks inside the task page. Clients can create them; Genies use them to track progress.

Where to Find Subtasks

Open any task. Inside the task page, subtasks are accessible in two ways:

• Subtasks tab — listed at the top of the task page alongside collaboration buttons (Chat, Comments, Activity, Files).

  

• Add Subtask button — located below the task description, next to the Add Milestone button. Hovering over it shows a tooltip: "Add Subtask".

  

How to Add a Subtask

1. Open the task you want to break down.

   

2. Click the Add Subtask button — either the one at the top of the page or the icon below the task description.

   

3. A pop-up will appear. Fill in the subtask details:

   • Title — a clear, specific name for the subtask.

   • Date — start and end dates of the subtask

   • Priority Level — Low, Normal, High, Urgent

   • Description — description of subtask

     

4. Click on Add Subtask to save the subtask.

   

Repeat for each subtask you need.

Tracking Subtask Progress

Once subtasks are created, the task page shows a progress indicator. As subtasks are marked completed, a green bar updates to reflect how many are done (for example: 3/4 completed). All updates sync in real time for everyone on the task.

What Each Subtask Includes

Title, Date, Priority Level, Description, Status

Notes

• Subtasks are visible to both the client and the assigned Genie.

• The task page is responsive — subtasks are accessible on desktop and mobile.

• All status and subtask changes appear in the Activity log.