Use Comments, To-Dos, and Subtasks

Tasks in AECPulse have several built-in collaboration tools available from the task detail tabs.

Comments

The Comments tab is a discussion thread on the task — use it to leave notes, ask questions, or update teammates.

Adding a comment

1. Open the task.
2. Click the Comments tab.
3. Type your comment in the input area.
4. Click Post (or press Enter, depending on your setup).

Editing or deleting a comment

Find the comment and use the edit or delete option beside it. You can typically only edit or delete your own comments.

To-Dos

The To-Do tab holds a checklist of action items within the task. Use this for smaller steps that don’t need to be full tasks.

Adding a to-do item

1. Open the task and click the To-Do tab.
2. Click Add To-Do or type in the new item field.
3. Enter the description of the action item.
4. Save.

Completing a to-do item

Click the checkbox next to a to-do item to mark it done.

Removing a to-do item

Use the delete option next to the item to remove it.

Subtasks

The Sub Tasks tab lets you nest child tasks under a parent task. Subtasks are full task records with their own status, assignment, and time tracking.

Adding a subtask

1. Open the parent task.
2. Click the Sub Tasks tab.
3. Click Create Sub Task.
4. Fill in the subtask details just like a regular task.
5. Save.

If the subtasks’ combined time allotted is more than the parent’s, the form and the Sub Tasks tab show a warning. It’s only a heads-up — you can still save.

Subtasks appear on the dashboard, in the list view, and on the Kanban board just like regular tasks, with a “Sub task of …” note naming their parent. On a subtask’s page, the breadcrumb trail shows the parent, so you can click back to it.

Time logged on a subtask counts toward the parent’s time spent and shows on the parent’s Activity tab, with a note under the entry naming the subtask it was logged on.

Related pages

• Tasks
• Create a task
• Log time with activities