Creating Task And Subtask Records

A Subtask record is the same type of record as a Task record. The only difference is that the Subtask record holds the ID number of its parent Task record. as a task record.

This image shows a Subtask Record, with it's parent Task's ID number circled in red.

The easiest way to create a Task/Subtask record is to click on the New Task or New Subtask hyperlink in any window that displays it.

Then when you see the new record displayed to you in a new window, give it a proper description, and you're done.

Task record displayed in the Task Window.

Some Windows Let You Create Multiple Task Records At Once

Clicking the New Task or New Subtask hyperlink is not the only way to create Task or Subtask records.

The first window you're likely to use to create new Task records is the Ideas Window your working in right after you've created a new Idea.

The Ideas Window can be used to create Task records.

You can use the window's Planning field to create multiple task records at once.

To do this just type each task's description into the window, press the enter key, to ensure the description is in its own paragraph.

Enter task descriptions into the window's planning field.

Then click the Turn All Content into Task Records hyperlink.

After you click that link, the task records will be created, linked to the idea record, but the window won't show them unless you click the Display Tasks hyperlink.

The task records are created and the Ideas Window shows the new total tasks value.

Using The Task Window's Planning Field To Create Subtask And Work Session Records

The Task Window has a Planning field, that's similar to the one in the Ideas Window.

The Task Window's Planning field can be used to create multiple Subtask
and Work Session records at once.

Its Planning field however lets you create multiple Subtask or Work Session records at once for the Task record the window is working with.

At the bottom of the Planning field are 6 hyperlinks that can create Subtask or Work Session records for you.

The hyperlinks that are circled in red, need you to select some text in the Planning field that you want turned into a record, before you click the hyperlink.

The Turn All Content Into ... hyperlinks don't need you to select anything. They'll just create records out of each paragraph of content in the Planning field.

This feature is really nice to use, because you'll often find that when you create a new Task record, you already want to create its first set of Work Session and/or Subtask records, and this feature makes that very fast and simple to do.