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Group and Create Subtasks
This guide provides step-by-step instructions on how to create and group subtasks in QPunch. Learn how to efficiently set up tasks and use QPunch’s features to organize and streamline your project management.
- Begin by navigating to the project settings of your desired project:
- In Project Settings, navigate to Project Configuration and ensure that the “Group Task” toggle is turned on.
- Navigate to the Kanban board by selecting the first icon on the top right menu:
- On the Kanban Board, select the ‘Create Punch’ button located on the top left:
- In the pop-up box, go to the ‘Group Task’ tab:
- Fill in the details for the group task, such as the title and description. Then, choose to either select existing child tasks or create a new subtask:
- Add Child Task – If the user selects the add child task option, the list of existing tasks in the project will appear and will be added to the group task.
- Create Subtask – If the user selects the create subtask option, they will be directed to another pop-up where they can then create a new task by adding their desired details and selecting the create button. More details on creating tasks can be found here.
- Once all the desired tasks have been grouped, either through adding existing ones or creating new subtasks, the user can then select the create button under the group task tab.
- The user will then be able to see the grouped tasks with the grouping name displayed at the top of each respective task.
- To edit a group task, select the group title, which will open a pop-up box displaying the group task details. Click the ‘Edit’ button in the ‘Subtasks’ section of the pop-up to modify the group.
- The existing task list will be shown, allowing the user to select or deselect subtasks to include in the group task.
In summary, this guide has detailed the process of creating, grouping, and editing subtasks in QPunch. By following these steps, you can effectively organize and manage your tasks to enhance project efficiency and oversight.
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