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How can I update a task will follow on activity


I wonder if you could tell me how I can update a task with next step action resulting from completing the first stage of that task. What I mean is a task might represent a first stage action, and whilst I want to tick that has been completed, I would like to be able to then update it with the next stage action, without having to start a new task. This would allow me to take the attached notes, and still mark that section completed. Any tips.

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Clyde Romo  staff
Replied on May 30, 2014 - 14:32 UTC

Hi Samantha,

Have you considered using sub-tasks to organize these tasks? You should be able to group them to stages and have the necessary tasks underneath those. Once you click a sub-task, it stays as greyed-out and crossed task.



Samantha OConnor  premium
Replied on May 30, 2014 - 14:51 UTC

Wow that sounds interesting, so how do I use sub tasks? are their any tutorials? So could you tick the stages as they are completed and then ultimately click done once the whole job was complete?

Clyde Romo  staff
Replied on May 30, 2014 - 15:17 UTC

Hi Samantha,

Here's an example on how you can use sub-task to organize them:

Planning stage:
----- meeting with team
----- canvassing materials
----- selecting venue
Purchasing stage:
----- buy materials and book venue
----- hire staff for even
During event:
----- review checklist
----- check sound system

You can do create sub-tasks in two different ways.

Method 1: Using Keyboard shortcuts
- edit a tasks
- use CTRL+LEFT/RIGHT (or CMD is you're using a Mac) to change the level of a tasks

Method 2: Using on-screen buttons
- edit a task
- hover on the 3-dot icon on the bottom right of a task
- use the last two icons to change the level

Additional tip: If you put an asterisk in front of a task, it will remove the checkbox. This is great for visually identifying which lines are for groupings and which ones are the tasks.

Let me know if you have additional questions. Hope this helps. :-)

Best Regards,