Split Task 

To split a task in YoroCRM/Yoroflow, you can follow these manual steps: 

  • Navigate to the “Tasks” module. 
  • Locate the task that you want to split into subtasks or related tasks. You can search for the task using the browse through the task list. 
  • Click on the task to open its details or edit view. 
  • Assess the task and determine how you want to split it. Decide whether you want to create subtasks within the main task or separate related tasks. 
  • To create subtasks within the main task:  
  • Look for an “Split task” drag-and drop interface and add subtasks along with the no-of outputs.  
  • Click on the option to add a subtask. 
  • Fill in the necessary details for the subtask, such as title, description, due date, assignee, and any other relevant information.  
  • Repeat the process to add more subtasks as needed. 
  • Save all the changes and updates to the tasks.