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Creating subtasks in a task

  • 1.  Creating subtasks in a task

     
    Posted 07-14-2017 17:36
    I have a list of tasks each of which containing subtasks. I want there to be a column that will total and show the number of subtasks associated with the task and then be a hyperlink that takes you to these subtasks. Does anyone know how to do this?


  • 2.  RE: Creating subtasks in a task

    Top
    Contributor
    Posted 07-14-2017 17:40
    You will want to go to the settings for the relationship between 'tasks' and 'sub-tasks'.

    In there you can click the button to 'add summary'

    Don't change any of the options when it loads.  By default it will count all sub-tasks associated with the parent task.

    Click save, it will probably prompt you to name it "# of Sub-tasks".  Change the name if you'd like.

    Save. 

    That field be default will also be a link to all the subtask records, but will also be a count.

    Cheers,


  • 3.  RE: Creating subtasks in a task

     
    Posted 07-14-2017 18:05

    I got that field, but cannot get it to show up in the task report. Do you have any suggestions?



  • 4.  RE: Creating subtasks in a task

     
    Posted 07-14-2017 18:28
    the other thing is that i need to see these subtasks and tasks within a table called projects. Projects will show all the tasks, then when I click on the tasks i want to see the number of subtasks under that.


  • 5.  RE: Creating subtasks in a task

    Top
    Contributor
    Posted 07-15-2017 04:01
    You will want to edit the "embedded report for projects".  It is a hidden report on the Task table, that is shown on the form. 

    In that report you will want to add the "# of Sub-Tasks" field.

    If you are having a hard time, look up some tutorials on editing the embedded report link on a form.

    If you can't find anything I can get some screen shots together to help you.