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Create Sub-Tasks

Delegate smaller pieces of a project or large task by using the Clone feature to create "sub-task" (child) records that remain linked to the original (parent).

You can set up a transition to be used to create the sub-tasks.

Clone Transition

The transition will create a copy of the original. Any changes made to the fields displayed are applied to the clone. In this example, a sub-task is being created and assigned to another user.

Clone Transition Task Fields

When you view the original (parent), the Clone Info section shows any clones that were created as well as who is assigned to them and the current status.

Clone Info

More information about the Cloning feature can be found in the Online Help Guide.