How To Add A Subtask In Smartsheet

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Subtasks in Smartsheet represent tasks that need to be completed to finish an overall task. In other words, every subtask belongs to a parent task. Thus, creating and completing subtasks are essential to the completion of your project.  Unfortunately, many have struggled with this simple undertaking.

How To Add A Subtask In Smartsheet

This article addresses the issue with a step-by-step guide to the process across a number of the most popular devices. Additionally, we’ll answer some frequently asked questions about the topic.

How to Add Subtasks in Smartsheet

Tasks are incredibly easy to create – they are the backbone of Smartsheet functionality.

To add subtasks, follow the steps below:

On Mac

  1. Navigate to the appropriate project. Scroll to the section where you want to create a Subtask.
    How To Add A Subtask In Smartsheet
  2. Press control and click with your trackpad (right-click with a mouse) on the row number of the parent task, and select insert row below. Alternatively, you can simply press Control and “i” to create a new row.
    How To Add A Subtask In Smartsheet
  3. Type the title of your subtask into the task column of your new row and click on the row number of the subtask.
    How To Add A Subtask In Smartsheet
  4. Navigate to and click on the indent button on one of the upper ribbons next to the filter button, it looks like a few lines with an arrow pointing right. Alternatively, press “Command” and “]” (right bracket) to indent the line.
    How To Add A Subtask In Smartsheet
  5. It is best practice to make sure that you created the subtask correctly immediately after you create it. To do so:
    • Navigate to the parent task.
    • Press on the small minus sign next to it.
    • If the subtask disappears, you have successfully created a subtask.
      How To Add A Subtask In Smartsheet

On Windows

  1. Navigate to the appropriate project. Scroll to the section where you want to create a Subtask.
    How To Add A Subtask In Smartsheet
  2. Right click on the row number of the parent task, and select insert row below. Alternatively, you can simply press “Insert” on your keyboard.
    How To Add A Subtask In Smartsheet
  3. Type the title of your subtask into the task column of your new row and click on the row number of the subtask.
    How To Add A Subtask In Smartsheet
  4. Navigate to and click on the indent button on one of the upper ribbons next to the filter button (the arrow pointing right). Alternatively, press “Control” and “]” (right bracket) to indent the line.
    How To Add A Subtask In Smartsheet
  5. It is best practice to make sure that you created the subtask correctly immediately after you create it. To do so:
    • Navigate to the parent task.
    • Press on the small minus sign next to it.
    • If the subtask disappears, you have successfully created a subtask.
      How To Add A Subtask In Smartsheet

On iPhone

  1. Navigate to the appropriate Project.
    How To Add A Subtask In Smartsheet
  2. Put the sheet in “Grid” view. It is the button at the upper right corner, second to the left. There will be quite a few options with different uses. For the purposes of this tutorial, put your sheet in “Grid” view.
    How To Add A Subtask In Smartsheet
  3. Scroll to the section where you want to create a Subtask and tap on the row number of the parent task.
    How To Add A Subtask In Smartsheet
  4. Scroll down to insert, and tap “Row Below.”
    How To Add A Subtask In Smartsheet
  5. Tap on the task column in the new row you created. Then tap the blue keyboard button in the bottom left corner of your screen.
    How To Add A Subtask In Smartsheet
  6. Type the title of the task into the new row. If the parent task has subtasks other than the one you just created, then you are finished. The app automatically created a subtask for you because of how it understands hierarchy.
    How To Add A Subtask In Smartsheet
  7. Tap the blue checkmark button.
    How To Add A Subtask In Smartsheet
  8. Tap on the row number of your subtask. Scroll down to the modify section, and tap on the indent row button.
    How To Add A Subtask In Smartsheet
  9. It is best practice to make sure that you created the subtask correctly immediately after you create it. To check whether you’ve done so, press the small minus button next to the task. If the subtask disappears, you successfully created a subtask.
    How To Add A Subtask In Smartsheet

On Android

  1. Navigate to the appropriate Project.
    How To Add A Subtask In Smartsheet
  2. Put the sheet in “Grid” view. It is the button at the upper right corner, second to the left. There will be quite a few options with different uses. For the purposes of this tutorial, put your sheet in “Grid” view.
    How To Add A Subtask In Smartsheet
  3. Scroll to the section where you want to create a Subtask and tap on the row number of the parent task.
    How To Add A Subtask In Smartsheet
  4. Scroll down to insert, and tap “Row Below.”
    How To Add A Subtask In Smartsheet
  5. Tap on the task column in the new row you created. Then tap the blue keyboard button in the bottom left corner of your screen.
    How To Add A Subtask In Smartsheet
  6. Type the title of the task into the new row. If the parent task has subtasks other than the one you just created, then you are finished. The app automatically created a subtask for you because of how it understands hierarchy.
    How To Add A Subtask In Smartsheet
  7. Tap the blue checkmark button.
    How To Add A Subtask In Smartsheet
  8. Tap the row number of your subtask. Scroll down to the modify section, and tap on the indent row button.
    How To Add A Subtask In Smartsheet
  9. It is best practice to make sure that you created the subtask correctly immediately after you create it. To check whether you’ve done so, press the small minus button next to the task. If the subtask disappears, you successfully created a subtask.
    How To Add A Subtask In Smartsheet

How to Mark a Subtask as Complete in Smartsheet

After creating a Subtask for your project, you should have a comprehensive understanding of how hierarchy functions in Smartsheet, and how hierarchy impacts the project workflow. In other words, how the fulfillment of subtasks leads to the fulfillment of tasks. Unfortunately, however, many people don’t know how to mark a subtask as complete.

Here’s how it’s done:

On Mac

  1. Navigate to the appropriate project and scroll to the Subtask you have completed.
    How To Add A Subtask In Smartsheet
  2. Select and hover over it so that the row is highlighted in a blue color.
    How To Add A Subtask In Smartsheet
  3. Carefully move your cursor right, across the columns, until you see the outline of a box.
    How To Add A Subtask In Smartsheet
  4. Click on the box. A blue checkmark should appear indicating that you successfully marked the Subtask as complete.
    How To Add A Subtask In Smartsheet

On Windows

  1. Navigate to the appropriate project. Scroll to the Subtask you have completed.
    How To Add A Subtask In Smartsheet
  2. Select and hover over it so that the row is highlighted in a blue color.
    How To Add A Subtask In Smartsheet
  3. Carefully move your cursor right, across the columns, until you see the outline of a box.
    How To Add A Subtask In Smartsheet
  4. Click on the box. A blue checkmark should appear indicating that you successfully marked the Subtask as complete.
    How To Add A Subtask In Smartsheet

On iPhone

  1. Navigate to the appropriate Project.
    How To Add A Subtask In Smartsheet
  2. Put the sheet in Mobile view. It is the button at the upper right corner, second to the left. There will be quite a few options with different uses. For the purposes of this tutorial, put your sheet in “Mobile” view.
    How To Add A Subtask In Smartsheet
  3. Scroll to the subtask you want to mark as complete. Check that the name of the subtask is bolded, with the parent task above it appearing grey.
    How To Add A Subtask In Smartsheet
  4. Tap the white square above the text that says done to mark the project as complete.

On Android

  1. Navigate to the appropriate Project.
  2. Put the sheet in Mobile view. It is the button at the upper right corner, second to the left. There will be quite a few options with different uses. For the purposes of this tutorial, put your sheet in Mobile view.
  3. Scroll to the subtask you want to mark as complete. Check that the name of the subtask is bolded, with the parent task above it appearing grey.
  4. Tap the white square above the text that says done to mark the project as complete.

Marking This Tutorial as Complete

Adding and completing subtasks are vital to the successful completion of your project. It makes time management and work allocation an absolute breeze, as well as decreasing the number of errors that your team makes. The successful utilization of this technology allows you to streamline your workflow and complete projects in record-breaking time.

Have you ever added a subtask in Smartsheet? Did you use the advice outlined in the article? Share your experiences in the comments section below.

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