How to Create Sub-Items

Sub-items can be easily created by hovering over the name of the intended parent item and selecting the icon that appears on the right-hand side of the cell. When created, sub-items will automatically populate under the parent item without any of the dates or field values of the parent items; however, this can be easily changed by adjusting the field values. 

With just a quick click-and-drag, sub-items can be re-ranked under their existing parent item, re-assigned to another parent item on the roadmap, or taken out of their family and converted into standalone items. When working in the Items Table, users are limited at 25 sub-items to a parent item and 1 level of sub-items per parent item at this time.

How to Convert Existing Items to Sub-Items

Any item in your roadmap can be easily converted into a sub-item in a matter of seconds. In order to covert an item into a sub-item, simply click-and-drag the intended child item on top of the intended parent item and it will automatically add itself as a child of the specified parent item. Additionally, you can click and drag the item into a specific rank within your existing sub-items.

Setting Up Dates for Parent & Child Items

Date ranges on parent items are automatically calculated based on the earliest start date and the latest end date of the sub-items underneath them, meaning that the parent items are locked to specific duration based on their children. 

Parent items can be moved along the date picker, retaining their duration and automatically adjusting the dates of the child items in their family. In order to expand or reduce the total duration of the parent item, the dates on the sub-items can be adjusted accordingly.  

Related Tags

Sub-items, Items Table, Training Tools, New Features, Advanced Roadmapping

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