Pre-set tasks can be linked together in a Parent/Child relationship. This is sometimes used to link reminder tasks to a deadline or link preliminary tasks to a final deadline.
To add a Parent/Child task relationship:
- Go to the System tab > Pre-set Tasks > Click on a Pre-set
- Click ‘Edit’ next to the task that will be the Child task
- Select the Parent Task from the drop-down list
- Click ‘Update’
Some options are now available to define the Parent/Child relationship.
Mark as done when parent done
This will update the status of all Child tasks to Done when the Parent task is marked as Done. This is a quick way to clear all reminders that may not have been processed.
Move task on until parent due date automatically
When the Child task deadline is reached, if the task is not completed, the due date be automatically updated to the following date until the Parent due date is reached.
On a case, any child tasks are marked by a ‘Person’ icon next to the task name. Hovering over this icon displays the name of the Parent task.
