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Generate Subtasks Using AI

In this article

  1. Overview
  2. Who can Generate Subtasks Using AI?
  3. How to Generate Subtasks Using AI?
  4. Viewing AI-Generated Subtasks

Sometimes, while creating a task, a user may forget to divide it into smaller subtasks. To simplify this, Generate Subtasks using AI provides an automated way to break down a parent task into well-structured subtasks. This feature ensures tasks are more manageable, improves efficiency, and helps assign responsibilities accurately.

Who can Generate Subtasks Using AI?

Who can Generate Subtasks Using AI?

  1. Any user role with the required permissions to create and assign tasks can execute this. Administrators can configure custom roles with these permissions.
  2. Anyone can Generate Subtasks using AI in the current section if they have the access to view it.

Note: Please see the Settings section of PerXL hierarchy to find out more about who can Generate Subtasks using AI and who can edit or change task properties.

How to Generate Subtasks using AI?

  1. On your workspace in the sidebar menu select a Space and then click on it.
  2. Select the Section/Project name in which you want to create the sub-tasks using AI.

    Select Section

  3. Open the Task Details page of the task you want to divide.
  4. On the page, click the button.

    Generate Subtasks Button

  5. A new window will open displaying:
    • Task Name (as the header)
    • List of subtasks suggested by AI
    • Estimated time, due date, and assigned resource for each subtask

    AI Generated Subtasks Window

  6. Review the generated subtasks and click Proceed.
  7. An alert message will appear:

    Confirmation Alert

  8. By clicking Yes, save it!, the subtasks are created and linked under the main task.

Viewing AI-Generated Subtasks

Once saved, the AI-generated subtasks appear under the selected task. You can scroll down within the Task Details page to view all subtasks, along with their assigned resources, due dates, and time estimates.

View Subtasks