BetaUse subtasks

Use subtasks to track multiple steps under a single project task. Subtasks use the same task properties as main tasks and can be created and managed from the Tasks card on a project record or from the projects index page in Gantt view.

Before you get started

To use subtasks your account must:

• Be enrolled in the Subtasks beta.
• Be enrolled in the Flexible CRM Views beta.
• Have the project object activated.

Learn more about opting your account into a beta.

Manage subtasks

Create, edit, and view subtasks from the gantt index page view or the task card on the project record page. Subtasks contain the same property options as main tasks.

Please note: you can create up to 30 subtasks per main task.

Create a subtask from the gantt view

1. In your HubSpot account, navigate to CRM > Projects.
2. Click the view type button and select Gantt view.
3. To create a subtask for an existing task:
   • Click the downIcon expand icon to show existing tasks associated with your project.
   • Hover on the task name and click the + add icon to add a subtask.
   • Configure your task details.
4. To create a task and subtask together:
   • Hover on a project and click the + add icon.
   • Configure your task details.
   • Scroll to the bottom of the task panel and click New subtask.
     • In the Subtask title text field, enter a name.
     • Click the date dropdown menu and select a due date.
     • Click the owner icon and select the assignee.
     • Click the right more details icon to open the full subtask editor.
       
       
5. Click Create.

View existing subtasks on the gantt view

1. In your HubSpot account, navigate to CRM > Projects.
2. Click the view type button and select Gantt view.
3. Hover on a project and click the downIcon expand icon.
4. Click the downIcon expand icon next to a main task. You can identify the main task by the siteTreeIcon subtasks icon.
5. Click the name of a subtask to preview it in the right panel. You can also click the name of the main task to go back to it.
   

Create tasks from the project record

1. In your HubSpot account, navigate to CRM > Projects.
2. Click the name of a project.
3. In the Tasks card, click Create a task.
4. Configure your task details.
5. Scroll to the bottom of the task panel and click New subtask. 
6. Configure your subtask details.

View subtasks on the project record

1. In your HubSpot account, navigate to CRM > Projects.
2. Click the name of a project.
3. In the Tasks card, hover on the tree icon and click View subtasks. You can also add the Subtasks column.