Subtasks are available in the Do core app and in the legacy Growth, Performance, Enterprise, Standard, Pro, and Ultimate plans. Learn more about our Plans & Pricing.
If your project plan changes, a subtask doesn't have to stay under the parent task it was created under. You can move a subtask to a different parent task within the same project, bringing its logged time along with it. This is useful if you:
- Need to reorganize your project structure: Realign subtasks under the correct parent as project needs shift, without recreating them or losing history.
- Use parent tasks as phases: If your team organizes work with parent tasks representing project phases, you can move subtasks between phases as work progresses.
- Linked a subtask to the wrong parent: Correct a misplaced subtask in a couple of clicks.
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1. How moving subtasks between parent tasks works
You can easily move subtasks to different parent tasks from the task modify view, as long as both the subtask and the destination parent task belong to the same project. Subtasks can also be moved to different parent tasks via task import.
Once moved, the subtask's time entries are moved along with the subtask, and the subtask inherits the linked items – the quote line, phase, client, etc. – from the new parent task. Scoro also immediately recalculates the budget and income details for both the old and new parent tasks. If you move a subtask under a parent task marked as Personal, the subtask also becomes personal.
If your site uses billable time:
- Billable subtasks can only be moved to billable parent tasks.
- Non-billable subtasks can be moved to both billable and non-billable parent tasks.
Here's how the subtask is linked to the quote line once moved to a different parent task:
- If the new parent task is linked to the same quote line as the subtask, the quote line link remains unchanged.
- If the new parent task is linked to a different quote line or a different quote entirely, the subtask is also linked to that quote line automatically.
- If the new parent task is not linked to a quote line, but the subtask was linked to a quote line, the quote line link is removed from the subtask once it's moved.
A subtask cannot be moved to a different parent task if:
- the new parent task belongs to a different project (the subtask and the new parent task must be under the same project)
- the subtask isn't linked to any project
- the subtask is marked as done
- the new parent task is marked as done
- the subtask is billable, but the new parent task isn't (this protects against losing billable time)
1.1. Permissions required for moving subtasks
To move a subtask to another parent task within the same project, you need to have the following access rights enabled in the Calendar and tasks access rights tab for your permission set:
- Full access rights for the permission set(s) whose users' subtasks you want to move
- Full access rights for the permission set(s) whose users' parent tasks you want to move the subtasks to.
For example, Samantha wants to move a subtask assigned to John to a parent task assigned to Jane. To do this, Samantha's permission set must have Full access rights set for both John's and Jane's permission sets.
Learn more about permission sets.
2. Moving a subtask to a different parent task
To move a subtask under a different parent task under the same project:
- Modify the subtask – for example, if you're in the project task list, click on the icon on the left of the subtask name to open the task modify view.
- In the Links section, clear out the parent task linked in the Parent task dropdown, then select the new parent task you want to move the subtask to. Click Save.
Once saved, the subtask along with its time entries is moved under the new parent task and automatically takes on the new parent's project phase, quote (and quote line), company, and contact details. Learn more about how the subtask details are affected after moving in this section.