Comindware Knowledgebase

Configuring subtasks initiated by a workflow

When configuring a workflow for an item in Comindware Tracker, you can set it up to create subtasks for users at every step in the workflow as described here. You can configure those automatically created tasks to be assigned to certain people either simply based on the current step in the workflow or based on a more complex calculation (e.g. based on the value of the "language" field in the form). Setting such a rule up will effectively assign tasks to people each time every item based on the workflow configuration goes into one step or another.


Subtask owner is not the only task parameter you can set up to be changed automatically other subtask fields (such as due date, priority, description etc) can also be prepopulated for every workflow step. For example, John finishes his part of the job and moves the work item to the next step which is configured to assign a subtask to Amanda. In that case the task will be created and assigned to Amanda automatically. Other parameters will be prepopulated automatically basing on the task settings for that particular step.


Keep in mind that Workflow Tasks and their Subtasks share the comments and attachments sections so in the above example Amanda will be able to view all the notes by just looking at the subtask she received. If she posts a comment or an attachment in that subtask, it will show up in the Workflow Task as well. This allows managing entire process through subtasks only without opening the parent Workflow task.


Using subtasks in workflows is a great way to ensure your team members deliver efficiently in high-pressure, multi-project environments. Having one unified list of all tasks from all the projects and trackers, with priorities and due dates helps one see the big picture of what needs to be done without jumping between different trackers to get all the info.

Send you request to Comindware Still need help? Contact us

See Also

Back to top

Cookies Settings

Privacy Basics

A cookie is a small file placed onto your device that enables website features and functionality.

A cookie is a small text file that a website asks your web browser to store on your device in order to remember information about you, such as your language preference, and enables a website features and functionality.

At Comindware, we believe in being clear and open about what data related to you we collect and how we use this data. And this policy provides detailed information about what cookies we collect and how we use data related to you. This cookies policy applies to Comindware website.

Always Active Cookies

Ensure your personalized experience and proper website work.

Always active cookies help us with giving you a personalized experience and cannot be switched off in our system. You can set your web browser to block or alert you about these cookies, but some parts of the website may not work then.

Comindware

Performance Cookies

Are used for continuous website optimization and improvement.

Performance cookies help us with continuous website optimization and improvement. This cookies make it possible for us to count website visits, track traffic sources, learn which pages are the most popular and helpful and see how visitors navigate around the website. All the data these cookies collect is aggregated and therefore anonymous.

Google Analytics

Yandex.Metrica

Functional Cookies

Enable functionality enhancement, such as videos and live chats.

Functional cookies allow functionality enhancement, such as videos and live chats. If you do not allow these cookies, then some or all of these functionalities may not function properly.

Wistia

JivoChat

AddThis

Comindware uses cookies to ensure you get a great experience on our website - click "OK" button to agree our Privacy Policy. You can change your cookies preferences here.