A task list is a grouping of tasks within a project into one list. It also also called a task with sub-tasks.

There is no limit in iBE.net's layers of sub-tasks, you can create task-lists within task-lists within task-lists and so on.

Within your project, select a task you want to convert to a task list and click on the "Add Sub-task" link (1). A new row will be added below your task as a sub-task (2) for you to enter sub-task description etc.

Your selected task has become a task-list and you will see an expand/collapse icon in front of it (3).

You can enter more sub-tasks by either:

• Selecting the parent task or task-list and clicking on "Add Sub-task" link again (1), or
• Selecting any of the tasks within your task-list and click on add row (4) or Add Task (5).

Adding a task to a sub-task adds what we call a "sibling" or brother/sister task, one which shares the same parent task or task-list as the selected task.

You can move tasks within a task-list, or move tasks into a new task-list, by dragging tasks up and down the task-list hierarchy in the project-task view. Just click and drag any task and drop it directly underneath the task-list into which it should go, or directly above or below another sub-task which comes directly before or after your selected task in the same task-list.

The system will give a hint while you are dragging the task "insert task above" (when your mouse is right above another sub-task), "insert task below" (when your mouse is right below another sub-task) or "add a sub-task" (when your mouse is right on top of a task which you want to convert to a task-list or add your selected task as a sub-task).

Task lists appear on the same screen and other tasks in the project. Click on the small arrow next to the parent task to expand or collapse the task-list.

While tasks are shown in their natural hierarchy of tasks lists within a project, this is not the case when viewing tasks in my tasks, sales activities or as helpdesk tickets. You must drill down to the task details > GENERAL tab to see the parent task.

If you need to be able to find or identify a task or sub-task based on its parent task then it is recommended to start the sub-task description with the parent task's code or ID.

Sub-tasks, or tasks within a task-list, must start after and end before the task-list. This is similar to how project tasks must start and end within the project dates. In addition when you create a sub-task certain properties such as phase, resources, product or service, dates or even task type. You can control what is copied from task down to sub-task in task type settings.

Progress, costs and revenues are not currently rolled up from sub-task to task or to the task-list, like how they are rolled up from task to project. You may choose to plan resources, book time or expenses and manage progress at either task-list level, sub-task level or at both levels.

General best practice is to book revenue and cost at the same level in your task hierarchy, either recording time and planning resources, costs and revenues at task-list level (and having sub-tasks more like a to-do list) or recording time, costs, revenues and progress at sub-task level (and having task-lists behave rather like project phases as simply a way to group together tasks within a project).