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Subwork

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In this article:

Overview

When your card is complex and covers a set of activities that need to be completed, try breaking it down into smaller tasks using subcards. This hierarchical relation represents a parent-child structure in which a card is associated with one or more subcards. Subcards can represent tasks that result from the main card.

All subcards can be found in the Subwork tab, where they can be lumped together or grouped using subcard groups.

Example: Subcards in the Subwork tab.

When you open any subcard, you will see that it is just a regular card. You can assign users or add elements to that card, including subcards, creating a tree of relations between cards.

Subcard and main card are just names that refer to card relations. Besides, they have the same functions as regular cards.

Subcard groups

You can create groups of subcards within a Subwork tab. You can name such a group any way you like and watch its progress. Subcard groups behave like a standard card element, so you can arrange or collapse them at will.

Example: Subcards in the subcard group named Tasks.

You can see an indicator of the completion of the work in the subcard group around the subcard icon. Hovering your cursor over the indicator, shows the work progress calculation.

Example: Two of the five cards have been completed, so 40% of the circle is bold.

You can create multiple subcard groups in the Subwork tab.

You can convert the entire checklist into a subcard group. It will be created with the same name.

Creating subcards

To create a subcard:

  1. Open the card.
  2. Select the Subwork tab.
  3. Select + Add subcard.
  4. Enter the name, select the space and card status for the subcard, and then select Create subcard.

Optionally, you can fill in other fields, such as: card template, card users, and card dates.

See other ways to create hierarchical relations.

Adding existing cards as subcards

To add an existing card as a subcard:

  1. Open the card.
  2. Select the Subwork tab.
  3. Select + Add subcard.
  4. Go to Search for card tab.
  5. Type the name of the card, select the card, and then select Add relation.

You can limit the search for a card to the current space, or you can search all the spaces you have access to.

You can also paste the URL of the card you need directly into the search box.

See other ways to create hierarchical relations.

Removing hierarchical relation

To remove the relation between the subcard and the main card:

  1. Open the card.
  2. Select the Subwork tab.
  3. On the subcard, go to More, and then select Remove relation.

The relation between the cards will be removed.

See how to delete a card permanently.

See other ways to remove hierarchical relations.

Creating subcard groups

To create a subcard group:

  1. Open the card.
  2. On the Content tab, select + Add element > Subcard group.
  3. Enter the name, and then select Create.

Renaming subcard groups

To rename a subcard group:

  1. Open the card.
  2. Select the Subwork tab.
  3. On the subcard group, select its name.
  4. Enter the new name, and then select Save.

Deleting subcard groups

To delete a subcard group:

  1. Open the card.
  2. On the subcard group, go to More, and then select  Delete.
  3. Confirm your action.

When you delete a subcard group, you only delete that card element, not the cards it contains.

FAQ

You can make a checklist with specific steps to follow or create subcards relating to smaller tasks.

Yes, KanBo provides automatic work progress calculation using the card elements, like checklists and subcard groups.

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