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Support Center / Checklist / Overview
Break a close task into smaller assigned steps and choose whether each subtask repeats with its parent.
Step 1
Choose the parent task in Checklist and find Subtasks. Select Add Subtask to keep the new work under that parent. Expand the parent row in Checklist to see its children later.
Step 2
Enter a clear name and description. Choose preparers, reviewers, priority, and the applicable deadlines. A subtask can also use the workpaper options in the creation form. Review these settings independently from the parent’s assignments.
Step 3
For an active recurring parent, Same as parent is the default. Choose One-time if the work belongs only to this occurrence. An ordinary one-time parent offers one-time subtasks.
Set the deadline and Business days only option. Repeating subtasks keep their timing relative to the parent; they do not have an independent frequency.
Step 4
Review the draft, select Create task, and confirm that it appears under the intended parent. Open the subtask name and check Subtask of at the top. Review this child’s preparers, reviewers, deadlines, and separate signoffs. Its own detail page also contains attachments, comments, priority, and activity.
To connect an existing workbook later, select Link workpaper on the child, choose the eligible workbook, and review before confirming. The link applies to this child, not every task under its parent. Once linked, use Open Workpaper to inspect the workbook.
Scroll to Close Schedule to check the close period and Series schedule. A repeating child follows its parent’s cadence; for example, Repeats monthly. Change the parent’s recurrence to change that cadence.
An existing one-time child of a recurring parent can use Repeat with parent when available. This preserves that child’s existing work and adds repetition for future parent occurrences.
Step 5
Return to Checklist and expand the arrow beside the parent task. Its children appear as indented rows with a bent-arrow marker. Select a child’s name to reopen its details. A linked child also shows a workbook shortcut beside its name; use that shortcut to open its workbook.
Read the child’s own priority, preparer and reviewer assignments, signoffs, and deadlines across its row. Scroll the table horizontally when those columns are outside the screen. A parent’s signoff does not complete its children.
If a child is missing, confirm the close period, expand its parent, and check the current view’s filters. This example uses My tasks, so only matching children are shown under each parent.
Screenshots show a demonstration organization. Confirm your own organization and open close period before making changes. Separate preparer and reviewer controls appear where your organization uses role signoffs.
Use a separate child for work that needs its own owner, deadline, supporting files, or review. Keep the parent as the overall close activity. For recurring cadence changes, use Change recurrence.
No. Link workpaper applies to the selected child. Open the parent or another child separately when you need to check its own workpaper connection.
Checklist views and filters can hide children that do not match. Check the close period, expand the parent, and review the filters or switch to All tasks.
No. Review each subtask’s work and signoffs separately.
This workflow uses a parent with direct children. It does not create nested recurring task families.
No. Repeat with parent preserves the current child’s identity, history, attachments, and task details while configuring future children.
If the form is checking parent recurrence, wait for the available frequency choices. Use Retry parent check only when a read failure offers it.
Review the deletion impact carefully. Deleting a parent also removes its concrete child tasks; stopping recurrence is a separate action.
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