Projects

Blob Primary Right

Create and Manage Subitems

In Plaky, each Board has entities called Items, which can represent various elements of your project such as tasks, locations, clients, time determinants, etc. To enhance your project management capabilities, Plaky allows creation of Subitems. Subitems enable you to break down complex tasks into more manageable, smaller parts, making project management more granular and organized.

This feature is available on all subscription plans, including Free plan. Any user who is eligible to create Items on a Board can create Subitems too.

Create Subitems #

Note: Subitems can be created, edited and deleted on Table Board view.

To create a subitem:

  1. Click on three dots on the desired Item to open the Item menu
  2. Select Add Subitem
  3. Enter Subitem name
  4. Press Enter or click outside the designated area to complete the action

or

  1. Click on a desired Item to open it in a sidebar panel
  2. Click on three dots in the top right corner
  3. Select Add Subitem
  4. Enter Subitem name
  5. Press Enter or click outside the designated area to complete the action

or

  1. Click on New item in the top left corner of the Board
  2. Select New Subitem (advanced)
  3. Populate the Create new subitem modal with the information you need and choose the parent Item
  4. Click Save to complete the action
  1. Tap on the subitem icon next to the comment icon
  2. Tap on +Add subitem
  3. Enter subitem name
  4. Tap Add in Add subitem modal to complete the action

Or

  1. Tap on + icon in the top right corner
  2. Select New Subitem (advanced)
  3. Populate the Create new subitem modal with the information you need and choose the parent item

COMING SOON

A Subitem will be added to that specific Item, designating that Item as the parent of the Subitem. Subitems inherit its parent’s field structure and will look and behave like the Items in many ways: field structure, activity log, comments and files tab.

The number of Subitems of each Item is displayed on the Item. To expand and collapse all the Subitems, click on the arrow next to the number of Subitems on the Item.

Change parent Item #

You can reassign a Subitem to a different parent Item if needed, allowing for flexible task management and organization. To do it:

  1. Click on three dots on the subitem to open the subitem menu
  2. Select Change parent item
  3. Select the Item from the dropdown to complete the action
  1. Tap on the subitem icon next to the comment icon
  2. Tap on three dots to open the subitem menu
  3. Select Change parent item
  4. Select the Item to complete the action

COMING SOON

Convert Subitems to Items #

You can convert Subitems to Items, allowing them to function independently within your project. To do it:

  1. Click on three dots on the subitem to open the subitem menu
  2. Select Convert to Item
  1. Tap on the subitem icon next to the comment icon
  2. Tap on three dots to open the subitem menu
  3. Select Convert to Item

COMING SOON

Items can also be converted to subitems. Check out this article to learn more about it.

Copy Subitem URL #

Links to subitems in Plaky can be copied and pasted in any chat application that you use to correspond and collaborate with your colleagues. This way, Plaky users can reach the specific subitem in question and be aware of any kind of development related to it.

To copy subitem URL:

  1. Click on three dots on the subitem to open the subitem menu
  2. Select Copy subitem URL
  1. Tap on the subitem icon next to the comment icon
  2. Tap on subitem you’d like to share
  3. Tap on share icon at the top right corner
  4. Copy the link to complete the action

COMING SOON

Your subitem will be copied to a clipboard ready to be pasted in any chat app you’d like.

Duplicate Subitem #

Duplicating subitems allows you to quickly create new subitems based on existing ones. To do it:

  1. Navigate to the subitem you’d like to duplicate
  2. Click on the three dots to open a dropdown menu
  3. Hover over Duplicate subitem
  4. Choose either Duplicate with comments or Duplicate without comments
  1. Tap on the subitem icon next to the comment icon
  2. Tap on three dots at the left side of the subitem to open the subitem menu
  3. Tap on Duplicate subitem
  4. Tap Duplicate Without Comment or Duplicate with Comment to complete the action

COMING SOON

The duplicated subitem will have the same parent Item.

Pin Subitem #

Pin an important subitem in a sidebar panel for quick access while maintaining a clutter-free main interface. By pinning subitems to the sidebar panel, you can quickly toggle between Space, Board pages and Home page without navigating away from the pinned subitem. To pin a subitem:

  1. Click on the Subitem to open it
  2. Click on three dots in the top right corner
  3. Select Pin subitem

Focus Subitem #

Focus subtem option on a Board helps you quickly navigate back to a specific subitem. If you open a subitem and then scroll away from its position on the Board, choosing the focus subitem option will automatically scroll the Board back to the location of that subitem, allowing you to easily find and focus on it again. To focus subitem:

  1. Click on the Subitem to open it
  2. Click on three dots in the top right corner
  3. Select Focus subitem

Reorder Subitem fields #

Customize your Board even more by arranging the order of fields on Subitems to suit your preferences. This change is visible to all users. To reorder subitem details:

  1. Click on three dots on the Subitem to open the Subitem menu
  2. Select Reorder Item Fields
  3. Drag and drop to reorder Fields
  4. Click Save to complete the action
  1. Tap on the subitem icon next to the comment icon
  2. Tap on three dots in the to right corner to open the subitem menu
  3. Select Reorder subitem Details
  4. Drag and drop the fields to reorder them
  5. Tap Save to complete the action

COMING SOON

Delete Subitems #

To delete a Subitem:

  1. Click on three dots on the Subitem to open the Subitem menu
  2. Select Delete
  3. Click on Delete in the confirmation modal to complete the action
  1. Tap on the subitem icon next to the comment icon
  2. Tap on three dots at the left side to open the subitem menu
  3. Select Delete
  4. Tap Delete on the confirmation modal to complete the action

COMING SOON

The same permissions that apply to an Item apply on the subitem level as well.

Was this article helpful?

Thank you! If you’d like a member of our support team to respond to you, please drop us a note at support@plaky.com