As a frequent Wrike user, I can confirm that creating subtasks in the platform is an effective method for dividing complex tasks into smaller, more approachable components. This feature greatly aids in maintaining organization and progress within projects. In this guide, I will demonstrate how to add a subtask in Wrike and provide helpful tips and techniques based on my own experience.
Step 1: Opening the Task
To add a subtask in Wrike, start by opening the main task that you want to add the subtask to. This can be done by clicking on the task in your task list or by searching for the task using the search bar. Once you have the task open, you can proceed to the next step.
Step 2: Navigating to the Subtasks Section
In the task details view, you will see a section labeled “Subtasks”. This is where you can add, view, and manage all of the subtasks related to the main task. To access this section, simply scroll down the page until you reach it. You should see a list of any existing subtasks, if there are any, or an empty space if there are no subtasks yet.
Step 3: Adding a Subtask
To add a subtask, click on the “+ Add subtask” button in the Subtasks section. This will open a new window where you can enter the details of the subtask.
Title
In the Title field, enter a descriptive name for the subtask. This will help you and your team members easily identify and distinguish it from other subtasks.
Description
If necessary, you can provide additional details about the subtask in the Description field. This can include specific instructions, deadlines, or any other relevant information that will help complete the subtask successfully.
Assignee
Next, you can assign the subtask to a specific team member by clicking on the Assignee field. This will bring up a dropdown menu where you can select the person responsible for completing the subtask.
Due Date
Setting a due date for the subtask is important to ensure that it is completed on time. To do this, click on the Due Date field and select the desired date from the calendar that appears. You can also set a specific time, if necessary.
Attachments and Dependencies
Wrike allows you to add attachments and dependencies to subtasks, just like you would with main tasks. This can be useful for providing reference materials or indicating that a subtask is dependent on the completion of another task. Simply click on the respective buttons to add attachments or dependencies as needed.
Step 4: Saving and Managing Subtasks
Once you have filled out all the necessary information for the subtask, click “Save” to add it to the main task. You will then see the new subtask listed in the Subtasks section of the task details view. From here, you can easily manage the subtask by editing its details, marking it as complete, or deleting it if necessary.
Conclusion
Adding subtasks in Wrike is a simple yet powerful feature that can greatly enhance your project management capabilities. By breaking down larger tasks into smaller subtasks, you can stay organized, delegate work effectively, and ensure that projects are completed on time. I hope this article has provided you with a comprehensive guide on how to add subtasks in Wrike. Happy task managing!