{"id":6347,"date":"2024-09-16T06:27:27","date_gmt":"2024-09-16T06:27:27","guid":{"rendered":"https:\/\/plaky.com\/help\/?p=6347"},"modified":"2026-03-10T09:45:37","modified_gmt":"2026-03-10T09:45:37","slug":"create-and-manage-subitems","status":"publish","type":"post","link":"https:\/\/plaky.com\/help\/manage-project-in-plaky\/item\/create-and-manage-subitems\/","title":{"rendered":"Create and Manage Subitems"},"content":{"rendered":"\n
Who can use this feature?<\/span>
<\/rect><\/mask><\/path><\/g><\/svg>Board Owner, Admin, Member<\/span><\/div>
<\/rect><\/mask><\/path><\/g><\/svg>Available on all plans<\/span><\/div><\/div><\/div>\n\n\n\n

Projects and tasks on Plaky Boards are shown as Items. Every Item can have Subitems, which can help users break down complex projects and tasks into smaller parts. With this feature, project management becomes easier and more organized on your Board.<\/p>\n\n\n\n

Create Subitems<\/h2>\n\n\n\n

You can create Subitems on the Table and Kanban views. <\/p>\n\n\n\n

Here\u2019s how you can create an Item on the Table view:<\/p>\n\n\n

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Web<\/div>\n\t\t\t<\/div>
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iOS<\/div>\n\t\t\t<\/div>
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Android<\/div>\n\t\t\t<\/div><\/div>\n\t\t\t<\/div>\n\t\t\t
\n\n
    \n
  1. Click on New Item\/Subitem<\/strong><\/li>\n\n\n\n
  2. Under Item\/subitem<\/strong>, select Subitem<\/li>\n\n\n\n
  3. Select Parent Item<\/strong><\/li>\n\n\n\n
  4. Fill out the information<\/li>\n\n\n\n
  5. Click Save<\/strong> to complete the action<\/li>\n<\/ol>\n\n\n\n
    \"\"<\/figure>\n\n\n\n

    Or<\/p>\n\n\n\n

      \n
    1. Click on + Add Subitem<\/strong><\/li>\n\n\n\n
    2. Enter the Subitem name<\/li>\n<\/ol>\n\n\n\n
      \"\"<\/figure>\n\n\n\n

      Or<\/p>\n\n\n\n

        \n
      1. Open an Item<\/li>\n\n\n\n
      2. Click on the three dots<\/strong> on the right<\/li>\n\n\n\n
      3. Click on Add subitem<\/strong><\/li>\n\n\n\n
      4. Enter Subitem name<\/li>\n<\/ol>\n\n\n\n
        \"\"<\/figure>\n\n<\/div>
        \n\n
          \n
        1. Tap on the subitems icon<\/strong> next to comments<\/li>\n\n\n\n
        2. Tap on + Add subitem<\/strong><\/li>\n\n\n\n
        3. Enter Subitem name<\/li>\n\n\n\n
        4. Tap Add<\/strong> to complete the action<\/li>\n<\/ol>\n\n\n\n
          \"\"<\/figure>\n\n\n\n

          Or<\/p>\n\n\n\n

            \n
          1. Tap on the + <\/strong>icon in the top right corner<\/li>\n\n\n\n
          2. Select New subitem (advanced)<\/strong><\/li>\n\n\n\n
          3. Choose parent Item<\/li>\n\n\n\n
          4. Fill out the remaining information<\/li>\n<\/ol>\n\n\n\n
            \"\"<\/figure>\n\n<\/div>
            \n\n
              \n
            1. Tap on the three<\/strong> dots<\/strong> next to an Item<\/li>\n\n\n\n
            2. Tap on Add<\/strong> subitem<\/strong><\/li>\n\n\n\n
            3. Enter Subitem name<\/li>\n\n\n\n
            4. Tap Add<\/strong> to complete the action<\/li>\n<\/ol>\n\n\n\n
              \"\"<\/figure>\n\n\n\n

              Or<\/p>\n\n\n\n

                \n
              1. Tap on the Subitems<\/strong> icon<\/li>\n\n\n\n
              2. Tap on Add subitem<\/strong><\/li>\n\n\n\n
              3. Enter Subitem name<\/li>\n\n\n\n
              4. Tap Add<\/strong> to complete the action<\/li>\n<\/ol>\n\n\n\n
                \"\"<\/figure>\n\n<\/div><\/div>\n\t\t<\/div>\n\n\n

                A Subitem will be added to that specific Item, designating that Item as the parent of the Subitem. Subitems inherit their parent\u2019s field structure and will look and behave like the Items in many ways: field structure, activity log, comments, and files tab.<\/p>\n\n\n\n

                <\/rect><\/mask><\/path><\/g><\/svg>Tip<\/span><\/div>
                \n

                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.<\/p>\n<\/div><\/div>\n\n\n\n

                Here\u2019s how you can create a Subitem on the Kanban view:<\/p>\n\n\n

                \n\t\t\t
                \n\t\t\t\t
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                Web<\/div>\n\t\t\t<\/div>
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                iOS<\/div>\n\t\t\t<\/div>
                \n\t\t\t\t
                Android<\/div>\n\t\t\t<\/div><\/div>\n\t\t\t<\/div>\n\t\t\t
                \n\n
                  \n
                1. Click on New Item\/Subitem<\/strong><\/li>\n\n\n\n
                2. Under Item\/subitem<\/strong>, select Subitem<\/li>\n\n\n\n
                3. Select Parent Item<\/strong><\/li>\n\n\n\n
                4. Fill out the information<\/li>\n\n\n\n
                5. Click Save<\/strong> to complete the action<\/li>\n<\/ol>\n\n\n\n
                  \"\"<\/figure>\n\n\n\n

                  Or<\/p>\n\n\n\n

                    \n
                  1. Click on the Subitems dropdown<\/li>\n\n\n\n
                  2. Click on + Add subitem<\/strong><\/li>\n\n\n\n
                  3. Enter Subitem name<\/li>\n<\/ol>\n\n\n\n
                    \"\"<\/figure>\n\n<\/div>
                    \n\n
                      \n
                    1. Tap on the subitems icon<\/strong><\/li>\n\n\n\n
                    2. Tap on + Add subitem<\/strong><\/li>\n\n\n\n
                    3. Enter Subitem name<\/li>\n<\/ol>\n\n\n\n
                      \"\"<\/figure>\n\n<\/div>
                      \n\n
                        \n
                      1. Tap on the subitems icon<\/strong><\/li>\n\n\n\n
                      2. Tap on + Add subitem<\/strong><\/li>\n\n\n\n
                      3. Enter Subitem name<\/li>\n<\/ol>\n\n\n\n
                        \"\"<\/figure>\n\n<\/div><\/div>\n\t\t<\/div>\n\n\n
                        <\/rect><\/mask><\/path><\/g><\/svg>Note<\/span><\/div>
                        \n

                        You can create Subitems only at one level, which means that Items can have multiple Subitems, but Subitems can\u2019t have additional Subitems.<\/p>\n<\/div><\/div>\n\n\n\n

                        Change parent Item<\/h2>\n\n\n\n

                        You can reassign a Subitem to a different parent Item if needed, allowing for flexible task management and organization. <\/p>\n\n\n\n

                        Here\u2019s how to do this:<\/p>\n\n\n

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                        Web<\/div>\n\t\t\t<\/div>
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                        iOS<\/div>\n\t\t\t<\/div>
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                        Android<\/div>\n\t\t\t<\/div><\/div>\n\t\t\t<\/div>\n\t\t\t
                        \n\n
                          \n
                        1. Click on the three dots <\/strong>next to a Subitem<\/li>\n\n\n\n
                        2. Select Change parent item<\/strong><\/li>\n\n\n\n
                        3. Select parent Item<\/li>\n\n\n\n
                        4. Click Change<\/strong> to complete the action<\/li>\n<\/ol>\n\n\n\n
                          \"\"<\/figure>\n\n<\/div>
                          \n\n
                            \n
                          1. Tap on the three<\/strong> dots<\/strong> next to a Subitem<\/li>\n\n\n\n
                          2. Select Change<\/strong> parent<\/strong> item<\/strong><\/li>\n\n\n\n
                          3. Select the Item to complete the action<\/li>\n<\/ol>\n\n\n\n
                            \"\"<\/figure>\n\n<\/div>
                            \n\n
                              \n
                            1. Tap on the three<\/strong> dots<\/strong> next to a Subitem<\/li>\n\n\n\n
                            2. Select Change<\/strong> parent<\/strong> item<\/strong><\/li>\n\n\n\n
                            3. Select the Item\u00a0<\/li>\n\n\n\n
                            4. Tap Change<\/strong> to complete the action<\/li>\n<\/ol>\n\n\n\n
                              \"\"<\/figure>\n\n<\/div><\/div>\n\t\t<\/div>\n\n\n

                              Convert Subitems to Items<\/h2>\n\n\n\n

                              You can convert Subitems to Items, allowing them to function independently within your project. <\/p>\n\n\n\n

                              Here\u2019s how to do this:<\/p>\n\n\n

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                              Web<\/div>\n\t\t\t<\/div>
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                              iOS<\/div>\n\t\t\t<\/div>
                              \n\t\t\t\t
                              Android<\/div>\n\t\t\t<\/div><\/div>\n\t\t\t<\/div>\n\t\t\t
                              \n\n
                                \n
                              1. Click on the three dots<\/strong> next to a Subitem<\/li>\n\n\n\n
                              2. Select Convert to item<\/strong><\/li>\n<\/ol>\n\n\n\n
                                \"\"<\/figure>\n\n<\/div>
                                \n\n
                                  \n
                                1. Tap on the three<\/strong> dots<\/strong> next to a Subitem<\/li>\n\n\n\n
                                2. Select Convert to item<\/strong><\/li>\n<\/ol>\n\n\n\n
                                  \"\"<\/figure>\n\n<\/div>
                                  \n\n
                                    \n
                                  1. Tap the three<\/strong> dots<\/strong> next to the Subitem<\/li>\n\n\n\n
                                  2. Select\u00a0 Convert<\/strong> to<\/strong> Item<\/strong><\/li>\n\n\n\n
                                  3. Tap Convert<\/strong> to complete the action<\/li>\n<\/ol>\n\n\n\n
                                    \"\"<\/figure>\n\n<\/div><\/div>\n\t\t<\/div>\n\n\n

                                    Items can also be converted to subitems. Check out this article<\/a> to learn more about it.<\/p>\n\n\n\n

                                    Copy Subitem URL<\/h2>\n\n\n\n

                                    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 access the specific subitem and be aware of any development related to it.<\/p>\n\n\n\n

                                    Here\u2019s how you can copy a Subitem URL:<\/p>\n\n\n

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                                    Web<\/div>\n\t\t\t<\/div>
                                    \n\t\t\t\t
                                    iOS<\/div>\n\t\t\t<\/div>
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                                    Android<\/div>\n\t\t\t<\/div><\/div>\n\t\t\t<\/div>\n\t\t\t
                                    \n\n
                                      \n
                                    1. Click on the three dots<\/strong> next to a Subitem<\/li>\n\n\n\n
                                    2. Select Copy subitem URL<\/strong><\/li>\n<\/ol>\n\n\n\n
                                      \"\"<\/figure>\n\n<\/div>
                                      \n\n
                                        \n
                                      1. Open a Subitem<\/li>\n\n\n\n
                                      2. Tap on the share<\/strong> icon<\/li>\n\n\n\n
                                      3. Select Copy<\/strong><\/li>\n<\/ol>\n\n\n\n
                                        \"\"<\/figure>\n\n<\/div>
                                        \n\n
                                          \n
                                        1. Tap on the three<\/strong> dots<\/strong> next to a Subitem<\/li>\n\n\n\n
                                        2. Select Copy subitem URL<\/strong><\/li>\n<\/ol>\n\n\n\n
                                          \"\"<\/figure>\n\n<\/div><\/div>\n\t\t<\/div>\n\n\n

                                          Your subitem will be copied to a clipboard ready to be pasted in any chat app you\u2019d like.<\/p>\n\n\n\n

                                          Duplicate Subitem<\/h2>\n\n\n\n

                                          Duplicating subitems allows you to create new subitems based on existing ones quickly.<\/p>\n\n\n\n

                                          Here\u2019s how to duplicate a Subitem:<\/p>\n\n\n

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                                          \n\t\t\t\t
                                          \n\t\t\t\t
                                          Web<\/div>\n\t\t\t<\/div>
                                          \n\t\t\t\t
                                          iOS<\/div>\n\t\t\t<\/div>
                                          \n\t\t\t\t
                                          Android<\/div>\n\t\t\t<\/div><\/div>\n\t\t\t<\/div>\n\t\t\t
                                          \n\n
                                            \n
                                          1. Click on the three dots<\/strong> next to a Subitem<\/li>\n\n\n\n
                                          2. Hover over Duplicate subitem<\/strong><\/li>\n\n\n\n
                                          3. Select Duplicate with comments<\/strong> or Duplicate without comments<\/strong><\/li>\n<\/ol>\n\n\n\n
                                            \"\"<\/figure>\n\n<\/div>
                                            \n\n
                                              \n
                                            1. Tap on the three dots <\/strong>next to a Subitem<\/li>\n\n\n\n
                                            2. Select Duplicate subitem<\/strong><\/li>\n\n\n\n
                                            3. Choose between Duplicate without comments<\/strong> or Duplicate with comments<\/strong><\/li>\n<\/ol>\n\n\n\n
                                              \"\"<\/figure>\n\n<\/div>
                                              \n\n
                                                \n
                                              1. Tap on the three<\/strong> dots<\/strong> next to a Subitem<\/li>\n\n\n\n
                                              2. Select Duplicate<\/strong> subitem<\/strong><\/li>\n\n\n\n
                                              3. Choose between Duplicate with comments<\/strong> or Duplicate without comments<\/strong><\/li>\n<\/ol>\n\n\n\n
                                                \"\"<\/figure>\n\n<\/div><\/div>\n\t\t<\/div>\n\n\n

                                                The duplicated subitem will have the same parent Item.<\/p>\n\n\n\n

                                                Pin Subitem<\/h2>\n\n\n\n

                                                You can pin an important Subitem in the sidebar panel for quick access while keeping the main interface clutter-free. When you pin a Subitem, you can quickly toggle between Space, Board, and the Home page without navigating away from the Subitem.<\/p>\n\n\n\n

                                                Here\u2019s how you can pin a Subitem.<\/p>\n\n\n\n

                                                  \n
                                                1. Open a Subitem<\/li>\n\n\n\n
                                                2. Click on the three dots<\/strong><\/li>\n\n\n\n
                                                3. Click on Pin subitem<\/strong><\/li>\n<\/ol>\n\n\n\n
                                                  \"\"<\/figure>\n\n\n\n

                                                  Focus Subitem<\/h2>\n\n\n\n

                                                  You can quickly navigate back to a specific Subitem by using the focus option. If you scroll away from a Subitem, the focus option will get you back to the location of that Subitem on your Board.<\/p>\n\n\n\n

                                                  Here\u2019s how you can focus a Subitem:<\/p>\n\n\n\n

                                                    \n
                                                  1. Open a Subitem<\/li>\n\n\n\n
                                                  2. Click on the three dots<\/strong> on the right<\/li>\n\n\n\n
                                                  3. Select Focus subitem<\/strong><\/li>\n<\/ol>\n\n\n\n
                                                    \"\"<\/figure>\n\n\n\n

                                                    Reorder Subitem fields<\/h2>\n\n\n\n

                                                    Customize your Board even more by arranging the order of fields on Subitems to suit your preferences. This change is visible to all users. <\/p>\n\n\n\n

                                                    Here\u2019s how you can do this:<\/p>\n\n\n

                                                    \n\t\t\t
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                                                    \n\t\t\t\t
                                                    Web<\/div>\n\t\t\t<\/div>
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                                                    iOS<\/div>\n\t\t\t<\/div>
                                                    \n\t\t\t\t
                                                    Android<\/div>\n\t\t\t<\/div><\/div>\n\t\t\t<\/div>\n\t\t\t
                                                    \n\n
                                                      \n
                                                    1. Open a Subitem<\/li>\n\n\n\n
                                                    2. Click on the three<\/strong> dots<\/strong> on the right<\/li>\n\n\n\n
                                                    3. Select Reorder item fields<\/strong><\/li>\n\n\n\n
                                                    4. Reorder fields<\/li>\n\n\n\n
                                                    5. Click Save<\/strong> to complete the action<\/li>\n<\/ol>\n\n\n\n
                                                      \"\"<\/figure>\n\n<\/div>
                                                      \n\n
                                                        \n
                                                      1. Press and hold on a Subitem<\/li>\n\n\n\n
                                                      2. Drag and drop the Subitems to reorder them<\/li>\n<\/ol>\n\n\n\n
                                                        \"\"<\/figure>\n\n<\/div>
                                                        \n\n

                                                        COMING SOON<\/p>\n\n<\/div><\/div>\n\t\t<\/div>\n\n\n

                                                        Delete Subitems<\/h2>\n\n\n\n

                                                        To delete a Subitem:<\/p>\n\n\n

                                                        \n\t\t\t
                                                        \n\t\t\t\t
                                                        \n\t\t\t\t
                                                        Web<\/div>\n\t\t\t<\/div>
                                                        \n\t\t\t\t
                                                        iOS<\/div>\n\t\t\t<\/div>
                                                        \n\t\t\t\t
                                                        Android<\/div>\n\t\t\t<\/div><\/div>\n\t\t\t<\/div>\n\t\t\t
                                                        \n\n
                                                          \n
                                                        1. Click on the three dots<\/strong> next to a Subitem<\/li>\n\n\n\n
                                                        2. Select Delete<\/strong> subitem<\/strong><\/li>\n\n\n\n
                                                        3. Click Delete<\/strong> to confirm the action<\/li>\n<\/ol>\n\n\n\n
                                                          \"\"<\/figure>\n\n<\/div>
                                                          \n\n
                                                            \n
                                                          1. Tap on the three dots <\/strong>next to a Subitem<\/li>\n\n\n\n
                                                          2. Select Delete<\/strong><\/li>\n<\/ol>\n\n\n\n
                                                            \"\"<\/figure>\n\n<\/div>
                                                            \n\n
                                                              \n
                                                            1. Tap on the three<\/strong> dots<\/strong> next to a Subitem<\/li>\n\n\n\n
                                                            2. Select Delete<\/strong><\/li>\n\n\n\n
                                                            3. Tap on Delete<\/strong> to confirm the action<\/li>\n<\/ol>\n\n\n\n
                                                              \"\"<\/figure>\n\n<\/div><\/div>\n\t\t<\/div>\n\n\n
                                                              <\/rect><\/mask><\/path><\/g><\/svg>Note<\/span><\/div>
                                                              \n

                                                              The same permissions that apply to an Item apply on the subitem level as well.<\/p>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"Projects and tasks on Plaky Boards are shown as Items. Every Item can have Subit…","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_helpful_status":1,"_searchwp_excluded":"","footnotes":""},"categories":[8],"tags":[],"class_list":["post-6347","post","type-post","status-publish","format-standard","hentry","category-item"],"acf":[],"featured_image_src":null,"author_info":{"display_name":"isidora.komaromi@cake.com","author_link":"https:\/\/plaky.com\/help\/author\/isidora-komaromicake-com\/"},"_links":{"self":[{"href":"https:\/\/plaky.com\/help\/wp-json\/wp\/v2\/posts\/6347","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/plaky.com\/help\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/plaky.com\/help\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/plaky.com\/help\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/plaky.com\/help\/wp-json\/wp\/v2\/comments?post=6347"}],"version-history":[{"count":21,"href":"https:\/\/plaky.com\/help\/wp-json\/wp\/v2\/posts\/6347\/revisions"}],"predecessor-version":[{"id":8886,"href":"https:\/\/plaky.com\/help\/wp-json\/wp\/v2\/posts\/6347\/revisions\/8886"}],"wp:attachment":[{"href":"https:\/\/plaky.com\/help\/wp-json\/wp\/v2\/media?parent=6347"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/plaky.com\/help\/wp-json\/wp\/v2\/categories?post=6347"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/plaky.com\/help\/wp-json\/wp\/v2\/tags?post=6347"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}