Dealing with big tasks is normally counterproductive and it makes it harder to keep track of their progress.

The best way to do so is breaking them down into smaller pieces (subtasks) so you can easily find out the status of each 'larger' task according to the completion of the subtasks.

Creating subtasks in Pipefy is easy. All you have to do is create a secondary pipe to keep track of the subtasks (you can use the simple to-do list as an example) and connect it to your primary pipe.

How to create an automated subtask tracking flow?

1. As we've mentioned, the first step is creating the subtasks pipe and connecting it to the primary pipe (click here to learn how to create a connection). 

2. We'll create automations so that:

  • Whenever a subtask (connected card) is moved to ‘doing’ on the secondary pipe, the main task is also moved to ‘doing’ on the primary pipe;
  • When all subtasks (connected cards) are moved to ‘done’ on the secondary pipe, the main task is moved to ‘live’.

3. First automation: 

  • Event: when a card is moved – in pipe: subtasks – to phase: doing;
  • Action: move the parent card – in pipe: software development – to phase: doing;

Whenever someone starts working on a subtask they should move it to ‘doing’ on the secondary pipe. When they do it, the main card will also be moved to the ‘doing’ phase on the primary pipe signaling that someone is working on it.

4. Second automation:

  • Event: when all connected cards are moved to a phase – in pipe: subtasks – to phase: done;
  • Action: move the parent card – in pipe: software development – to phase: live;
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