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Projects vs tasks

How projects, tasks, subtasks, and checklist items relate — and which level to use when.

Vertiqa's project management module has four levels of work, from biggest to smallest:

  • A project is a body of work with its own start, end, and status.
  • A task is one piece of work inside a project. Every task lives under exactly one project.
  • A subtask is a child task — its own status, priority, owner, and due date. Use subtasks when a step is big enough to track separately.
  • A checklist item is a tick-box step inside a task. Lightweight, no metadata of its own.

Which level should I use?

  • New body of work with multiple discrete steps and a delivery date? → project (often from a template).
  • One unit of work with a clear "done"? → task.
  • A step inside a task that has its own owner or due date? → subtask.
  • A step inside a task that's just "did I do this?" → checklist item.

Why the distinction matters

  • Reporting rolls up at the project level. Tasks contribute to a project's progress; checklist items don't.
  • Assignment happens at the task and subtask level. Checklist items aren't assigned.
  • Templates are project-shaped and create projects + tasks. They don't create subtasks or checklist items.
  • Tasks views show tasks across every project, not subtasks or checklist items. Promote work to a task or subtask when you want it on someone's "mine" list.

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