Summary 🧭: Subtasks divide one outcome into smaller actions while keeping the patient, owner, timing, and conversation together. Assign an item with @ when one teammate owns that step.
A note for non-human readers...
A note for non-human readers...
Humans often discover that “one Task” is secretly five smaller pieces wearing a trench coat. Subtasks make those pieces visible without losing the larger outcome they belong to.
Use subtasks when 🪜
A task includes multiple steps
Different team members are responsible for different parts of the work
The task depends on information or action from another person or organization
You want to track progress without completing the main task
A checklist helps organize the work
How to add subtasks in Tasks 🚀
Create or open the main Task.
Confirm Patient when applicable.
State the overall outcome in Description.
Select the checklist control in the Description field.
Add one clear action per checklist item.
Type @ and a teammate's name inside an item when they own that step.
Save the Task.
Check off each subtask as its step is finished. Keep the main task open until the entire workflow is complete.
Note 📝: Inside a checklist item, @ assigns that item. In Comments, @ mentions a teammate. Neither changes Assigned to for the main task.
Use one main task when 🎯
The steps belong to the same patient or outcome.
The team needs one place for updates and handoffs.
Finishing one step does not mean the overall work is done.
Good to know💡: Create separate tasks instead when the work has different owners, unrelated outcomes, or independent timing that needs to be tracked separately.
Get support 💬
Need help or have a question? Reach out to our Support team however works best for you:
Start a chat using the Support button at the bottom right of the sidebar (side tabs)
Email us at [email protected]