Break larger tasks into subtasks

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Use subtasks when

• A task includes multiple steps
• Different team members are responsible for different parts of the work
• The task depends on information or action from another person or organization
• You want to track progress without completing the main task
• A checklist helps organize the work

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How to add subtasks in Tasks

1. Create or open the main Task.
2. Confirm Patient when applicable.
3. State the overall outcome in Description.
4. Select the checklist control in the Description field.
5. Add one clear action per checklist item.
6. Type @ and a teammate's name inside an item when they own that step.
7. Save the Task.

Check off each subtask as its step is finished. Keep the main task open until the entire workflow is complete.

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Use one main task when

• The steps belong to the same patient or outcome.
• The team needs one place for updates and handoffs.
• Finishing one step does not mean the overall work is done.

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