Sub-tasks give you the ability to break large tasks into smaller, manageable pieces. This can help when multiple things need to happen to be able to complete one overall task.
For example: let's say you have a task assigned to a Manager during onboarding that asks them to add the new hire to all the necessary tools. It can be helpful to add a Sub-task that names each tool to make sure nothing gets forgotten.
How to create Sub-tasks?
To add a Sub-task, start by navigating from Home > Workflows in your Sapling Admin menu.
Add a new task to a Workflow, or edit an existing one. At the bottom of every task, you'll see a section to add "Sub-tasks". Add as many Sub-tasks as your task requires.
What do Sub-tasks look like when they are assigned?
When you assign a Workflow that includes Sub-tasks, the task owner will be able to view and check off each Sub-task as they complete them. They will not be able to complete the overall task until every Sub-task is marked as complete.
Pro Tips 💡
Sub-tasks can be completed in any order
The due date of Sub-tasks are the same as the overall task. However, individual Sub-task completion is tracked in overall task history
Sub-tasks are not shown in email notifications at this time, so your team must be logged into Sapling to see relevant Sub-tasks
Tasks and Sub-tasks can be completed by either the employee, their Manager (if using Sapling default Permission Structure), or Admins/Super Admins