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Checklists and Subtasks

Learn how to break tasks into simple checklists and turn subtasks into full items to stay organized and productive.

Carolina Esses avatar
Written by Carolina Esses
Updated over a week ago

Tuqqi allows you to manage subtasks efficiently, keeping task management linked to a particular item. Subtasks on an item help document a sequence of actions or tasks related to its execution. These subtasks appear as checklists attached to the main item.

Items in Tuqqi help employees track tasks at any stage - new, active, completed, or in progress - and include features that make the platform flexible for any work environment.

👉 Learn more about it here.

Checklists provide flexibility for tracking work at any stage - new, active, in progress, or completed - and are useful in any work environment.

Checklists can be added in multiple ways:

  • Full Item View: Expand the item, hover over the upper-right corner, and select Checklist.

  • Form Settings: Predefine checklists in the item form for consistency.

  • Automations: Automatically add checklists when an item is created or reaches a specific status. To Learn more about it click here.

You can add multiple checklists per item, each for different sub-task topics. This ensures each task has relevant context and all necessary information is available for execution.

Actions on the Checklist

  • Title Change: Set a title for the checklist and add subtasks as needed.

  • Expand/Collapse: Click the arrow in the upper-right corner to expand or collapse the checklist display.

  • Delete: Delete the entire checklist.

  • Attach a File: Attach files of any type to a checklist task. You can also paste a file directly from your clipboard using Cmd+V (Mac) or Ctrl+V (Windows).

Adding Tasks

  • Click Add Task, enter the task details, and press Enter.

  • Use Shift + Enter to move to the next line without creating a new task.

  • Mark a task as complete by clicking the checkbox next to it - completed tasks turn purple for easy identification.

Converting Subtasks into Items

Any subtask can be converted into a full, independent item by clicking the circular arrows icon. Benefits of converting a subtask include:

  • Track it independently with its own status and progress.

  • Assign team members and set start/end dates.

  • Add dependencies or link it to other items.

  • Include it in project reports and dashboards.

💡 Tip: Convert subtasks that grow in complexity into full items to ensure they are properly tracked and managed.

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