Explanation of Subtasks
Subtasks are a convenient way to organize projects and tasks that have multiple steps. This helps you stay organized and keeps your to-do list less cluttered. If you have a Pro Account and you want to use subtasks, first go into your account settings and look for the "Subtasks" section.
1. Folders, Tasks and Subtasks
Any task can be turned into a container that holds other tasks. This allows you to organize things into three different levels of hierarchy. The terminology that Toodledo uses for these three levels is Folder > Task > Subtask. Although this may seem straightforward, there are some unique behaviors that you should understand about subtasks before you start using them.
Based on your setting in the "Show" toolbar menu, subtasks can be displayed nested under their parent task (see image 1), or they can be flattened out and displayed outside of their parent task (see image 2). When flattened, you can always cause it to be temporarily nested inside the parent task by clicking the icon adjacent to each subtask.
2. Un-nested subtasks
It is important to understand the nesting behavior. When subtasks are nested, they will be hidden inside their parent task and will only be visible when you reveal them. This could cause you to forget about an important subtask.
For example, if you have nesting turned on, a subtask that is due today will not appear in the "Due Today" section unless the parent task is also due today. It is safer to view subtasks flattened out because they won't be hidden and potentially forgotten.
To reveal or hide a task's subtasks, click the icon adjacent to the task.
Toodledo has made it very easy to organize your tasks and subtasks by using drag and drop (see image 3). Each loose task or subtask will have a adjacent to it. If you click and drag this icon, you will be able to move it inside any other task. You can also move a subtask, by dragging and dropping it, from one task to another.
3. Drag and drop tasks to create subtasks
You can also add a subtask by hovering your mouse over the or icons until the popup menu appears, or by clicking on the icon and choosing the "Add Subtask" option.
To remove a subtask from its parent task, just drag it out and drop it off to the top, bottom or side.
By default, subtasks are sorted within their parent tasks using the same criteria that you use to sort your list. If you would rather sort subtasks manually, you can enable this option in your account settings. Once this setting has been chosen, you can drag and drop the icon to manually sort the subtasks within their parents.
When you complete a task that contains uncompleted subtasks, those subtasks will be automatically marked as completed. If these tasks are important, you should move them out of their parent task before you mark it as completed.
When you check off a subtask as being completed, it will be marked as completed and will no longer appear under the task unless you have the "show completed tasks" filter turned on.
When you delete a task, all of its subtasks will also be deleted.
If you have a subtask that is set to repeat, it will automatically reschedule itself and remain within its parent task each time that you complete it.
If you have a task that is set to repeat and this task contains subtasks, those subtasks may or may not get carried forward depending on your settings. To have a subtask carried forward when you complete a repeating parent task, you must set the subtask to repeat in some fashion. Subtasks have an additional repeating option of "With Parent" which can be used when you only want to complete a subtask once within each occurrence of the parent task. Subtasks that do not repeat are considered to be one-time tasks that will not be carried forward when you complete the parent task.
4. Repeating tasks and subtasks
In the adjacent example (see image 4), "Buy a new file cabinet" is a non-repeating subtask, so it will not carry forward when you complete the parent task. The "File papers" subtask is set to repeat when the parent task is completed. This means that when you mark it as completed, it will disappear from this month's "Clean my office" task. When you finally completed the parent task, it will reappear on next month's "Clean my office". The subtask "Take out the trash" is a weekly repeating subtask. When you mark it as completed, it will automatically be rescheduled within its parent task one week in the future. When you complete the parent task, this subtask will also get carried forward to the new task.