Project Managment App--set up for task management/sub tasks
Hello!
I have a PM application that I use for multiple projects, across multiple projects.
I have a Projects table, where project details and status are kept.
I have Project tasks, where I currently have all my tasks living, and inside each task, I use a comment field to manage a non-existent sub-task capability. In other words, I have an open text field that I use to note Open subtasks vs Closed subtasks within the overall task/milestone.
I am a PM that facilitates and assigns tasks out/monitors status to many different stakeholders, so none of the workflows/tasks are really very standard.
Problem: I want sub-task ability that line up under milestones/owning tasks that ideally do not necessitate a sub-task table. I'm think a checkmark or something that indicates a sub task is needed and then reveals sub-task details that align neatly under the owning tasks as individual records. Almost like, create a new task record within the task table, but this is a subtask type and relates to X owning task/milestone.
I wonder how to be able to add a subtask and related it to the owning task within the same table.
Keeping this all within the task table keeps me from having to create a whole bunch more relationship-based assignment fields back to my contacts table to assign to the sub-tasks and I can just use the same form.
Thoughts? good Youtube videos to watch on the topic?
Note I have15 active projects with hundreds of tasks already, so just jumping to another QB generic PM app wouldn't be easy bc I've customized this one so much.
Thanks in advance!
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Ryan Mcknight
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I have a PM application that I use for multiple projects, across multiple projects.
I have a Projects table, where project details and status are kept.
I have Project tasks, where I currently have all my tasks living, and inside each task, I use a comment field to manage a non-existent sub-task capability. In other words, I have an open text field that I use to note Open subtasks vs Closed subtasks within the overall task/milestone.
I am a PM that facilitates and assigns tasks out/monitors status to many different stakeholders, so none of the workflows/tasks are really very standard.
Problem: I want sub-task ability that line up under milestones/owning tasks that ideally do not necessitate a sub-task table. I'm think a checkmark or something that indicates a sub task is needed and then reveals sub-task details that align neatly under the owning tasks as individual records. Almost like, create a new task record within the task table, but this is a subtask type and relates to X owning task/milestone.
I wonder how to be able to add a subtask and related it to the owning task within the same table.
Keeping this all within the task table keeps me from having to create a whole bunch more relationship-based assignment fields back to my contacts table to assign to the sub-tasks and I can just use the same form.
Thoughts? good Youtube videos to watch on the topic?
Note I have15 active projects with hundreds of tasks already, so just jumping to another QB generic PM app wouldn't be easy bc I've customized this one so much.
Thanks in advance!
------------------------------
Ryan Mcknight
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