Tasks and Subtasks

Creating and managing tasks, subtasks, assignments, and attachments.

Tasks break projects down into specific, actionable items that can be assigned, tracked, and completed by your team.

Creating a Task

Tasks are created within a project. The creation form includes:

  • Title — a clear description of what needs to be done
  • Description — additional details or instructions
  • Status — To Do, In Progress, Done, or Cancelled
  • Priority — Low, Medium, High, or Urgent
  • Due date — when the task should be completed
  • Estimated hours — how long the task is expected to take (the system validates that total estimated hours across all tasks do not exceed the project's budgeted hours)
  • Tags — free-form labels for categorization
  • Assignees — team members responsible for the task (must be members of the parent project)

Task Detail View

Click any task to open its detail modal with the following tabs:

Overview

Title, description, status, priority, due date, estimated hours, progress, and tags.

Subtasks

Create nested items within a task for granular tracking:

  • Add subtasks with their own title and optional due date
  • Toggle each subtask as complete or incomplete
  • Reorder subtasks via drag-and-drop
  • Assign subtasks to specific team members

Assignments

View and manage which team members are assigned to the task. Only members of the parent project can be assigned.

Comments

A threaded discussion area for task-specific communication. Each comment shows the author and timestamp.

Attachments

Upload files directly to the task. Supported file types include documents, images, spreadsheets, and PDFs.

Activity Log

A complete audit trail of every change made to the task, including:

  • Task creation and updates
  • Status changes
  • Comments added
  • Subtasks added or completed
  • Attachments uploaded or deleted

Progress Tracking

Task progress can be tracked in two ways:

  • Manual — set a specific completion percentage
  • Automatic — the system calculates progress based on the ratio of completed subtasks to total subtasks

Budget Validation

When you enter estimated hours for a task, TekToro checks that the total across all tasks in the project does not exceed the project's budgeted hours. If it would, the system prevents the task from being created or the estimate from being increased. Similarly, you cannot reduce a task's estimated hours below the hours already logged against it via work tickets.

Permissions

  • tasks.view — view tasks within projects you have access to
  • tasks.create — create new tasks
  • tasks.update — edit tasks, change status, manage subtasks and assignments
  • tasks.delete — delete tasks