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Question

Creating subtasks in a task

  • July 14, 2017
  • 0 replies
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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
      • Registered
      • July 14, 2017
      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
      • Author
      • Registered
      • July 14, 2017
      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
      • Registered
      • July 15, 2017
      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.
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