Adding or Changing a Parent Task: Best Practices

Introduction

This guide will show you how to add or change a parent task in Easy8. This is useful for organizing tasks into hierarchies and maintaining clear project structures. By following these steps, you’ll be able to easily manage task relationships and dependencies.

Target Audience

User + Administrator

Prerequisites

Permission to edit tasks
An existing project with at least two tasks
Access to task editing features

How to Add or Change a Parent Task

Step 1: Open the Task You Want to Edit

Go to your project or task list.
Click on the task where you want to add or change the parent.
The task detail page opens.

Step 2: Locate the Parent Task Field

In the right column of the task detail, find the Parent Task field.
If it’s not visible, make sure it's enabled in the task form settings or check with your administrator.

Step 3: Add or Change the Parent

Click on the magnifying glass icon in the Parent Task field.
A search window will appear—enter the name or ID of the task you want to set as the parent.
Select the task from the results.
The field is now filled in with the selected parent task.

Step 4: Save the Task

Scroll to the bottom of the task.
Click Save to apply the changes.

Troubleshooting

Parent Task field is missing: Ensure the field is not hidden in the task form or check with your admin.
Cannot save: You may not have permission to edit task relationships.

Conclusion

You have successfully added or changed a parent task in Easy8. This helps to maintain a clear task structure and improves project clarity.