Tasks with sub-tasks

[esforim]

Hi keda, just a note you pinged the wrong person. I'm a user like yourself, that "person" is official members I think.

If you do not buy then... "you have to use other method"

[keda]

espocrm no i didnt not buy and exentsion so far

[esforim]

In that case, my next question would be... did you buy the extension and install it? If you haven't then it won't work and you have to use other method.

[keda]

Hi keda, there is like 4 option in this thread. Not quite sure which method you end up using...?

I used the youtube tutorial from Peter but didnt realize this requires a paid extension.

I mean, basically it works but as you can see in my screenshot i miss some additional infos.

On the Task layout i added the subtask, i added a screenshot.

[esforim]

Hi keda, there is like 4 option in this thread. Not quite sure which method you end up using...?

[keda]

Hello everyone,

i hope it us ok to post in this slight older topic.

My Problem (shown in the screenshot):
Inside the Task details i only see the name of the sub task but i have no idea how to add more information from this subtask to this detailed "task view"
I added basic fields to my subTask like "status, description"


Is it even possible to add more information on this page view? I think i have tried it all

Thanks in advance

[emillod]

PS: I like your signature design

Hah, i like it too, thank you

[telecastg]

we'll let user to change status of main tasks to completed only if sub-tasks are closed.

If the parent task "status" field is enum, you can also use dynamic-handler to limit the options for this dropdown based on the "status" value of the linked sub-tasks.

We have experimented using dynamic-handler to make Ajax calls and retrieve data about other entities to control the display of a main entity, it's similar to using a hook but it is all done at the front end.

PS: I like your signature design

[emillod]

We had similar issue. We decided to create relation between tasks. So basically there is task, for example "EspoCRM installation" and in this task we can create sub-task with name "Configuration on cronjob" which is later available in relation panel. We even created filters for our task entity which only showing main tasks.

We're thinking about creating information about related sub-tasks. + we'll let user to change status of main tasks to completed only if sub-tasks are closed.

[Obermumpf]

This is beautiful, but for another thing. In my case, the sub-tasks are more or less quit individual.

[esforim]

Just another tip as it is quite hidden away if anyone plan to use these filter in the future. If you click that "All" button, there is a "Save Filter" button, you can use that to retrieve filter in the future.

[esforim]

Yes, looking forward to it! I like to quite a few thread for future reference that you can refer to or decide on which to start with:

https://forum.espocrm.com/forum/general/54706-learning-espocrm-and-design

[Maximus]

Thanks, I appreciate it.
I'd like to add such branch 'How to .....' to the EspoCRM documentation with real examples. Hope, our CEO accept this improvement request soon, and our team will start to design it.

[esforim]

Missed your chance to plug in the extension telecastg ... shame on you. This extension might be helpful Obermumpf https://github.com/telecastg/dynamic...st-for-espocrm

But those doesn't look like subtask at all! They look like major task and should be shown on a higher level (either use Opportunity or Case for example).

I would considered these to be subtask:

Task: Get contract signed
Subtask:
Prepare documents
Organize signing
Check and Scan Documents

For your example you probably want to use:
Opportunity / Case (I use case instead of opportunity, was foolish of me)

Opportunity name: Build House for Mr Smith
(If you are involved in construction or Real Estate I recommend you considering downloading and using the free extension Real Estate)
Task: Buy land | Subtask: get contract, settlement
Task: Drawing | Subtask: assigned architect, very drawing; approve drawing


Some of those subtask might be a higher level (for example it should be Task or sometime even a separate Opportunity) but I just wanted to give an example that may help you with design in long term.

[telecastg]

Excellent tutorial on how to create custom filters for list record displays Maximus !. Should be incorporated in the documentation if possible