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project management software KnowledgeBase

How do I set up Parent Child Relationships between tasks?

Parent child relationships as shown below can be set up using two different methods.




First, let's make sure your in the correct area of the program.

Click on "Projects" to show all projects.
Select a project by clicking on the project name.
Click on the "Tasks" tab if it is not selected already.

Now let's create a Parent Task.

Click on the "New Task" button (top right of screen)
Enter the task information and click "Save".


Now let's create a Child Task

  • 1st Method:
    Click on the parent task name that you would like to create a child task for.
    (You can click on any existing task, parent or children. There is no maximum number of levels)

    Now click on "New Task"
    Enter the tasks information and click "Save".
    The New Task you just created will automatically be a child of the parent task you clicked into.

  • 2nd Method:

    Click on "New Task"
    Enter the tasks information.
    On the "Details" tab (Bottom left of "Add task" page) use the "Task Parent" drop down to select the task parent for the new task.
    Click "Save".



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