How to add fields that appear under main task, to also appear under sub-tasks

[Angus Smith]

Hello

I am trying to figure out how to add fields that appear under main task, to also appear under sub-tasks automatically.

[Marc - Devoteam]

Hi @Angus Smith 

You would need to have the field on the screen(s) used by the work item sub-task and make use of automation to copy these fields when a sub-task is created from the parent.

[Angus Smith]

Hi Marc

Thank you for your answer. Here is an example of the main task with a view of the first 3 subtasks. I am trying to understand exactly what you mean. (I think in pictures)

[Angus Smith]

Ok let me see if I can try and do that. Thank you MArc.

[Angus Smith]

Thanks Marc, I came right.

[Marc - Devoteam]

Hi @Angus Smith 

Please accept my answer as a solution, if my answer helped to solve your request.

This will help other community member trying to solve the same.

P.S. If the answer is very valuable to you, please share some kudos.

[Brita Moorus]

Hi, @Angus Smith! 👋

In order to sync the sub-task with the parent task, you can use automation (presuming you have the same fields on the sub-task screen(s)).

For example, if you want to copy the assignee field from the main task, you can use the following logic:

You can customize the trigger and fields as necessary.

Hope this helps! ✨

[Angus Smith]

Hi Brita, ok thank you. I will try that.

[Angus Smith]

Thank you, I managed to come right.

[Brita Moorus]

Happy to help! ☀️

[Angus Smith]

Screenshot of where sub-tasks are added to the main task