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Creating Subtasks and Subitems

Table 53. Availability - Legacy plans


Overview

All users except collaborators can create subtasks.

There are a couple of ways of creating subtasks in Wrike:

  • You can create new subtasks manually within an existing task

  • Let Wrike create new subtasks from some text you've highlighted in the task description or comment in the task stream

  • Employ Wrike's AI and let it create subtasks from the actionable parts of the task description or comments

On Business and higher accounts, you can create task-type subitems for your custom items using any of the ways mentioned above.

Note

When you let Wrike or Wrike's AI create subitems from the task description or a comment, the resulting subitem will have the type that's the first in the list of allowed task-type subitems for this custom item type. If there are no allowed task-type subitems in the list, Wrike will create a regular task.

Creating subtasks and subitems manually

Subitems.png
  1. Navigate to the task where you want to add a subtask

  2. Click the Add subitem 1 button (or click the subtask icon and then + Item if there are existing subtasks) from the Item view panel

  3. For custom items, select the type of item you want to create in the blue drop-down on the right.

  4. Type a name for your subtask

  5. Press Enter on your keyboard

Your subtask is instantly created, and you can click it to open and edit. A link to the subtask's parent task is located immediately above the subtask's title in Itemview.

Creating subtasks and subitems from the task description and comments

This method will simply create a subtask from each line of text you have highlighted in a task description or comment, regardless of its length or the words included. This method of subtask creation works with any language.

Task_description.png
  1. Highlight the lines of text that you wish to turn into subtasks

  2. Select the Create subitems 1 icon in the menu that appears to the left of the highlighted text

Each line of text that was selected will be created as a separate subtask. The created subtasks always have an active status. If there were a name or a date in the selected text, they would be recognized and added as the subtask assignee and the subtask end date, respectively, with the help of in-built AI. You can learn more about this here.

Note

The date alignment rules and account/user work schedules are applied when scheduling the subtask. For example, if the date in the comment falls on a weekend the due date of the created subtask will be the set as a first working day after this date.

To undo this action, you can click the Undo button that appears on the pop-up at the top of the window. This option appears for 10 seconds, or until another update is made to the task description.

Note

Where a subtask is created, the original text will become a hyperlink inside your task description. If you delete this hyperlink, the subtask itself will not be deleted. To delete a subtask, right-click its title under the task header and select Delete. This does not apply to creating subtasks and subitems from comments. When the subtask is created text in the comment stays without changes.

AI subitem creation

Note

This method of subtask creation currently works with English-language text only.

This feature uses natural language processing to select which parts of text in the task description or comment are actionable tasks. It then creates subtasks from these sections of text.

AI-subtask creation focuses on phrases starting with a root verb. For example, the phrase "Manage the things" will be recognized as an actionable task, whereas "Managing the things" will not. In addition, AI-subtask creation takes into account your structure and punctuation. The phrase "Manage the things and count the numbers" will be converted into one subtask, but "Manage the things." "Count the numbers." will be converted into two.

Wrike's AI can also recognize dates and names in the text and fill in the corresponding fields in the subtask. For example, if you highlight the text "Create a cool product presentation, John Smith, January 9", AI will create a subtask with the title "Create a cool product presentation, John Smith, January 9", assigned to John Smith and with the end date on January 9. Other examples of Wrike's AI-recognized date formats include tomorrow, next Friday, 13/06/2022, Jun 13, and others.

Note

If you have two dates in the selected text the earliest date would be recognized as a start date for the created subtask and the latest as the end date.

AI_Task_Description.png

To use AI to create a subtask, use the following steps.

  1. Highlight the text that you wish to scan for subtasks

  2. Select the Scan the selected text and let our AI create subitems 1 icon in the menu that appears to the left of the highlighted text

Sections of text which are recognized as actionable tasks will be added as subtasks. To undo this action, you can click the Undo button that appears on the pop-up at the top of the window. This option appears for 10 seconds, or until another update is made to the task description.

Note

Where a subtask is created, the original text will become a hyperlink inside your task description. If you delete this hyperlink, the subtask itself will not be deleted. To delete a subtask, right-click its title under the task header and select Delete. This does not apply to creating subtasks and subitems from comments. When the subtask is created text in the comment stays without changes.

FAQ

Can I add existing tasks as subtasks?

Yes. Learn how to do that here.

Why can't I remove a folder tag from a subtask?

Subtasks in Wrike live under their parent tasks and inherit the location tag of the folder/project that their parent task belongs to, but they do not directly belong to this folder/project. This is called a ghost tag. So removing the ghost tag from the subtask is only possible via untagging of the parent task.

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