Sub-Tasks

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  • Updated 3 years ago
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Is there a way to have sub-tasks within a task in Salesforce? For our organization, we currently have to create multiple separate small tasks to achieve one main goal and it is hard to keep track on the status of each task. If there is some way to create one task and then have "sub-tasks" or a checklist that can be assigned to other users within that main task, that would be very beneficial in our efficiency. There are other applications that can provide us with this functionality, but I wanted to ask if this is possible within Skuid. Any help is appreciated!

Thanks,
Philip
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Philip Brignac

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Posted 3 years ago

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Jack Sanford, Champion

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This falls under the category of other applications that provide this functionality, but we've found that the Salesforce Labs Agile Accelerator works pretty great for internal tasks and work management. We've been able to Skuidify parts of it as well, and may eventually integrate it with our clients' processes. 

Apart from that, seems like you could try a new custom object like Parent Task or Project that can have its own tasks, then use Skuid to make a really nice page for Parent Tasks/ Projects
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Philip Brignac

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Jack, thanks for the quick reply! Would it be complicated to create a custom object for Parent Task and then create a page for it? I am trying to create the Parent Task object now.
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Jack Sanford, Champion

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No it's not complicated. When you create the object I think you need to check a specific box, something like Allow Activities, to make sure it's an eligible Related To ID for the Tasks object. 

Then go to Skuid - Pages - Create New Page, choose a Page Template, then Choose Record Detail page and your new object name. 

Then, you'll need to add a Model for Tasks, with a Condition that the Related To Id (WhatId) = field from another model, and choose your Parent Task object model. 
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Rob Hatch, Official Rep

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Thanks for helping out here Jack... 
Philip:  Welcome to rapid application development with Salesforce and Skuid.  Be careful - its addictive.