Product / Work Management / Subtasks & Checklists

Break big work into clear actions.

Subtasks and checklists add execution detail without losing the parent task, its owner, deadline or business context.

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Parent task Subtasks Checklists Progress
Client onboarding
Task
Subtasks3 / 560% complete
Checklist4 / 62 remaining
DueTodayOwner · Arjun
Subtasks
Collect requirementsCompleted
DONE
Configure workspaceIn progress
ACTIVE
Client handoverNot started
OPEN
01 / Work breakdown

Small actions. One accountable task.

Use subtasks when a piece of work needs individual ownership. Use checklists when completion depends on a repeatable set of steps.

Subtasks

Break a task into independently trackable pieces of work.

  • Individual status
  • Ownership
  • Progress

Checklists

Track required steps without turning every step into a separate task.

  • Checklist items
  • Completion state
  • Repeatable process

Parent context

Every breakdown remains connected to its parent task.

  • Task relationship
  • Project context
  • Customer context

Progress visibility

See how much of the supporting work has been completed.

  • Completion count
  • Progress percentage
  • Open items

Ownership

Make the person responsible for each execution step visible.

  • Assignee
  • Responsibility
  • Team visibility

Activity continuity

Keep important execution changes within the task context.

  • Completion
  • Status changes
  • History
02 / When to use which

Subtask or checklist?

01

Task

The accountable piece of work that needs completion.

02

Subtask

Use when the step needs its own owner or status.

03

Checklist

Use for required steps that do not need separate task ownership.

04

Progress

Combine completion signals into the parent work.

05

Done

Close the parent task after the supporting work is complete.

Make complex work easier to execute.

Keep the parent task accountable while giving your team the detail needed to finish it correctly.

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