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HSHS's avatar
HSHS
Qrew Trainee
7 years ago

Creating subtasks in a task

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?

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  • MCFNeil's avatar
    MCFNeil
    Qrew Captain
    7 years ago
    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,
    • HSHS's avatar
      HSHS
      Qrew Trainee
      7 years ago

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

  • HSHS's avatar
    HSHS
    Qrew Trainee
    7 years ago
    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.
  • MCFNeil's avatar
    MCFNeil
    Qrew Captain
    7 years ago
    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.