Help

Overview

Subtask is a project management tool that lets you organize work the way you want, and manage it in different views. Here are the some of the main features you'll need to know about to get started.

Subtask Boards

A Subtask board

Boards are your main work area in Subtask. This is where you can organize your task lists in columns, and change views to manage them in different ways. A board might hold all the work related to a project, a sprint, a long term roadmap, or simply everything on your mind that you need to do.

Free accounts can create up to 10 Boards. With a team plan you can create an unlimited number of boards.

Parts of a Subtask Board

Get to all your boards

View all your Subtask boards

Click on the Subtask logo in the top left corner of the screen to go to the board listing page and see all your boards on Subtask.

Board title

Subtask board title

Name your board so you can easily find it on the board listing page or share it with others.

Main board menu

Access the Subtask board main menu

You'll find all of the general actions you can take on your board here; starting a new board, inviting team members to your board, copying your board, importing and exporting options; notifications, and more.

Undo / Redo

Undo and redo changes in Subtask

We know how easy it is to make a mistake, that's why we've made it simple to reverse any unwanted change.

All changes you make to your tasks in Subtask can be rolled back by clicking the Undo button in the board header (or Ctrl-Z / Cmd-Z on your keyboard). Restore your changes by clicking the Redo button (or Ctrl-y / Cmd-Y on your keyboard)

Note that you can undo any edit you've made since you loaded the board in your browser. If you reload the page you won't be able to undo anything from earlier.

Share your board with others

Collaborators in your Subtask board

In the top right corner of the board you'll see a row of avatars for everyone invited to your board. Quickly add more team members via the Invite team member button, or via the Share panel.

Share panel

Click the Share button in the header to open the Share panel and manage who has access to your board.

Subtask share panel

Managing collaborators

Using the Share panel you can manage guests in your board and configure who has edit or view-only permissions.

To invite a new team member, enter their email address to send an invitation to your board. If they do not yet have a Subtask account, they will be prompted to sign up before they can access your board.

Get shareable link
You can also enable a shareable link in the Share panel. This allows anyone with the board's url to view the board (but not edit anything). This link is disabled by default and can be turned on in the Share panel under the Get shareable link tab.

Submission form
Setup a submission form if you want to allow others to add cards into your board without giving them access to the whole board itself.

Changing views

Navigate Subtask views

Use the Navigation header to change to a different view. Changing views lets you manage tasks in multiple different ways depending on how you prefer to work.

  • Task Groups: This is the default view where you can organize tasks the way you want.
  • Status Board: This is similar to a Kanban board. Move cards from column to column to reflect their changing status
  • Calendar: View tasks by their due date. Drag and drop to schedule tasks.
  • Timeline: Visualize the start and end dates of your tasks and subtasks, and visualize dependencies.
  • Assignments: See who's assigned to each task.
  • Priority matrix: Visualize priorities and tradeoffs between effort and value for each task.
  • Activity view: (Via the [...] menu) View a log of what is added, completed, and due each day.

Columns

Task group column in Subtask

Columns are the main way to organize your lists of tasks. Click the New button in the Task Groups view to create a new column.

In the top right corner of each column you'll see a [...] icon where you can access the Column menu and find all the options available for that column.

Cards

task card in Subtask

The main unit of information in Subtask is the card. A card will contain all the information needed for one task-- including nested cards to define any subtasks. You can arrange cards in your columns or nest cards inside one another to group them. Each card has a Card menu that you can access by clicking on the [...] icon in the top right corner, or by right-clicking on the card. You can also add content via the (+) Add Details menu on the bottom of the card.

Search and filter

Search and filter in Subtask

In the top right corner of the board you'll find options for searching and filtering content in your view. Click the magnifying glass icon to search by keyword, or the filter icon to narrow down the view by tags, status, assignment, priority, or due date.

Getting help

Get help in Subtask

If you have a question, or you found a problem, or if you have some feedback you'd like to share, click on the chat icon in the bottom right side of the screen to send us a message at any time. (Please be patient! We try to answer every question as promptly as we can, but may occasionally take 1-2 days to respond)

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Project management tool for teams

Subtask: The task board for organizing projects the way you want.
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