How to add and use Sub-jobs

Modified on Fri, 7 Jun at 12:31 PM

A Sub-job is a means of creating smaller projects in one overarching one for particularly complex opportunities/projects. For example, if you are managing a large project, you might want several smaller projects for reporting/management purposes. 

Follow these steps to create a Sub-job

  1. Find your Job
  2. From the "Burger" menu in the upper right corner click "Add Sub-Job"

  3. Click on the name of the Job.
  4. This will take you to the dashboard for that Job.
  5. Click on "Actions" and locate "Add Sub-Job" and click it.
  6. Fill in all the relevant information for the sub-job.
  7. Save.

How to use the Sub-Jobs: 

  1. Once you have created a sub-job on the job dashboard, click on the "Include sub-jobs" toggle button for the sub-jobs to show on the dashboard

  2. These jobs are separate jobs in essence that are linked to the main job.
  3. Select "Sub-Opportunities/Jobs". You will see your sub-jobs listed there. Please click on the sub-job and it will open that job for you. You can then proceed and create tasks inside that sub-job as normal.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article