Within Teamwork, you can use triggers in board view to automatically add subtasks to a task.

You can set up a standard list of subtasks in the trigger or use an existing task template to be applied.

In the Tasks area of your project, click the view dropdown in the top right and select Board.

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Click the options button (three dots) to the right of the column name and select Column Settings.

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Click the Add Trigger button in the Triggers section at the top of the column settings quick view.

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In the add trigger modal, select the Add Subtasks option as the trigger type.

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You can then select whether to add custom subtasks or subtasks from a template.



Adding custom subtasks

When you select the custom subtasks option, use the Subtasks field to specify one or multiple subtasks.

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You can set different task properties using short codes:

  • Priority - add exclamation points to the start of the task name:
    • !
    • !!
    • !!!
  • Assignee - @mention the user in the task name
  • Due date
    • When only one date is specified, it is set as the due date
    • Format: [date]
    • e.g. [tomorrow] or [4/12/2018]
  • Start and due dates
    • Format: [start date][end date]
      • e.g. [today][tomorrow] or [06/10/2019][06/15/2019]
      • Teamwork will automatically set the later of the two dates as the due date, and the earlier one as the start date.
      • The date format will need to match the format set in your localization settings.
  • Tags
    • #tagname
    • #bugs
    • #[Team Meetings]
  • Estimated time
    • [10m]
    • [1h]
    • [1h 20m]
  • Task description
    • {description text}

At the bottom of the modal, you can choose whether to notify users via email.

Click Add Trigger to save the new trigger for the column.

When a card is moved into the column, the specified subtasks will automatically be added to it.

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Using a task list template

When you select the task list template option, you can select one of your existing templates to apply.

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You will then need to choose how you want the subtask dates to be set relative to the parent task they are added to:

  • Work forwards from the task's start date
  • Work backwards from the task's start date
If enabled, the skip weekends option will prevent the subtask dates from landing on weekends, and will instead be set to the closest weekday.

At the bottom of the modal, you can choose whether to notify users via email.

Click Add Trigger to save the new trigger for the column.