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

  1. Open the Master Ticket from which you want to create a subtask.
  2. Click Edit.
  3. In the Link to section:
    1. Click Create Linked.
      The Select item to create dialog box appears.
    2. Select the workspace and an item.
    3. Click Apply.

       A new record form appears on the Homepage.

  4. Fill in required fields and other useful information.

  5. 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.

  6. 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.

  1. Open the Master Ticket to which you want to link a subtask ticket.
  2. In the Link to section:
    1. Click Link to and select the Master/Subtask link type.
    2. Select the ticket that you want linked as a subtask.
      The subtask ticket is added to the Link to section.
  3. (Optional) Select additional tickets.
  4. Click Save.

Related topics

Editing subtask tickets

Updating subtask tickets from a Master Ticket

Was this page helpful? Yes No Submitting... Thank you

Comments