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HansaManuals Home   >> Standard ERP   >> CRM   >> Activities and Tasks  

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This text refers to program version 8.4  

Create Menu - Activity - Subtask

This page describes the 'Subtask' function on the Create menu in the Activity record window. If you are using iOS or Android, the 'Subtask' function is on the + menu.

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A "Sub Task" is a subsidiary Activity that is connected to an umbrella Activity (the "Main Task"). For example, you might create a Main Task to represent a project, and then add Sub Tasks that represent the individual jobs that need to be carried out to complete the project.

If you are viewing a Main Task, you can create Sub Tasks in two ways:

  • Click (Windows/Mac OS X) or tap (iOS/Android) the [New Subtask] button on the 'Sub' card.

  • Select 'Subtask' from the Create or + menu.
In both cases, a window entitled 'Activity: New' will open. The window title signifies that the new Sub Task has not been saved yet. The Person in the new Sub Task will be the current user, the Activity Type will be copied from the Main Task, the Task Type will be To Do and the Calendar Type will be taken from the Activity Class to which the Activity Type belongs.

After amendment if necessary, save the record in the Activity register by clicking the [Save] button (Windows/Mac OS X) or tapping √ (iOS/Android). You can then close it using the close box (Windows/Mac OS X) or by tapping < (iOS/Android). Alternatively, if you no longer require the Activity, click [Cancel] or tap <.

The new Sub Task will be added to the list on the 'Sub' card of the Main Task.

You must save a Main Task at least once before you can create a Sub Task from it.

Please refer here for more details about Main Tasks and Sub Tasks.

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Activities and Tasks in Standard ERP:

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