Identifying Parent Tasks

Organize project tasks in a hierarchy of parent tasks and subordinate tasks to structure the component parts of a project.

Tasks can be one of the following:

For example, if you need to manage an installation project that is composed of 3 individual tasks, you can set up task records as follows:

Time employees spend working on the installation is entered on each child task record. Then, data for each child task is summed on the parent task record.


There must be at least one task already associated with the project before the Parent Task field appears.


A parent task cannot have resources assigned to it. This is because parent task records do not track work directly, they only track other tasks.

Parent task records track the following data sourced from its subordinates:

If you use Resource Allocations, the Allocated Work and Percent Complete by Allocated Work fields are also sourced from parent task subordinates.

To set up parent and subordinate tasks, open the task record and select a parent in the Parent Task field.

When you view the task list on a project record, each parent tasks shows its subordinates indented beneath it.


If you use CRM Tasks with projects, please read Including CRM Tasks in Project Totals regarding task hierarchies.

Related Topics

Project Tasks
Project Task Records
Creating a Project Task Record
Project Task Attributes Table
Scheduling Project Tasks
Assigning Resources to Project Tasks
Importing Project Tasks from Microsoft Project
Including CRM Tasks in Project Totals

General Notices