Creating subtask tickets
Sometimes the task identified on a ticket must be divided into subtasks to manage the different parts of the task. If linking Master/Subtask Tickets is available on the ticket form, you can create linked subtask tickets from a Master Ticket.
When you create a subtask from another ticket, the originating ticket is designated as a Master Ticket automatically, with a parent-child relationship between the Master Ticket and the subtask.
Before a Master Ticket can be closed, the subtasks must be completed.
The following topics are provided:
To create a subtask ticket from a Master Ticket
- Open the Master Ticket from which you want to create a subtask.
- Click Edit.
- In the Link to section:
- Click Create Linked.
The Select item to create dialog box appears. - Select the workspace and an item.
- Click Apply.
A new record form appears on the Homepage.
- Click Create Linked.
- Fill in required fields and other useful information.
Do one of the following:
- To submit the current changes, but continue working on the record to make further changes, click Save.
- To save and close the form, click Submit.
The new record appears in the Link to section of the ticket page.
- Click Save.
To link to a subtask ticket from a Master Ticket
The Link to section might not be labeled "Link to". You can identify the appropriate section by looking for the Link to button located within a record table grid.
- Open the Master Ticket to which you want to link a subtask ticket.
- In the Link to section:
- Click Link to and select the Master/Subtask link type.
- Select the ticket that you want linked as a subtask.
The subtask ticket is added to the Link to section.
- (Optional) Select additional tickets.
- Click Save.
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