Linked Sub-projects

You can link your sub-project(s) to your parent project and vice versa, and you can set up a main project that includes all sub-projects automatically based on your project type(s). Now you can also attach related projects to any of your action items (linked sub-project).

• How the project dates are set

  An action list is a project, for example:

  • Action 1
    • Sub-task A
    • Sub-task B
    • Sub-task C (linked with a different action list, i.e. a sub-project)
  • Action 2
  • Action 3

  The dates of your main project (start date, due date and ETA) automatically reflect the dates of all its actions. The start date is the earliest date of any sub-task or sub-project; the due date and ETA are the latest dates.

Create an action with a linked sub-project

1. Add an action or sub-task. Go to your action list and add either an action or a sub-task. To add an action, click the green plus button in the upper right corner above your actions.

   

   To add a sub-task, click the green plus button at the level of your action.

   

2. Link the project. Open the three-dot menu, click Link Project and select a project from the submenu.

   

   

   You then see the status summary of your sub-project. You can edit the action (title, label, flag, attachment, etc.) except for its dates and status. To change those, go directly to your sub-project.

   

3. Save the action. Once you Save the action, a live link to the sub-project is automatically displayed in the header of your main project, and the dates under Project Dates are adjusted automatically.

   

• Recognize linked actions

  An action linked with a sub-project is distinguished from other tasks by this icon.

  

• View all actions of linked sub-projects

  Click the icon next to Sub-Projects. It takes you to the My/All Actions screen with a predefined filter.

  

  

• Edit the sub-project actions

  Here you can view all actions of your sub-projects and modify your sub-projects directly.