Close Sub-Tasks and Appointments on Parent Task status completion

August 17, 2018 General,Product Tips,

Did you know in TimeTrak Professional, there is an option to automatically close SubTasks and appointments associated with a Parent Task?

If you have multiple SubTasks and Appointments against a Parent Task and you prefer to complete them automatically when the Parent Task’s status is changed to a completed status, tick the “Close SubTasks and Appointments” option when it appears as per below:

Note: More than one Task status can be marked as a “Complete” state, this is defined in TaskTrak settings in the Admin Console below:

If you prefer not to select the automatic closure of Sub-Tasks and Appointments option, TimeTrak will produce an error indicating that the Parent Task has Sub-Tasks and Appointments. You will be required to close these manually first and then close the Parent Task.

If you have any further questions, please contact the TimeTrak team via email: [email protected] or phone NZ: 0800 12 00 99 AU: 1800 60 80 77