Create and Manage Sublists in Quire Permalink

Overview

A sublist is a personalized or filtered view of the same project. It helps team members focus on their tasks without getting lost in a large project list.

• Sublist can help create a focused view for project members or External Team members sharing the workload.
• Changes in a sublist mirror the main List. Reordering tasks in a sublist updates the main List automatically.

Read more on our blog about Quire sublist.

Create a Sublist

In the Free subscription plan, you can create two sublists for each project. Upgrade your subscription plan to create more sublists. More information can be found on our pricing page.

How do I create a new sublist?

You can create sublists in multiple areas: Projects, Organizations, Folders, Smart Folders, My Tasks, or a member’s profile.

1. Click the + icon next to the List tab.
2. Enter a name for your sublist.
3. Select a customized icon.
4. Choose who can access the sublist:
   • All project members
   • Project admins
   • Selected members
   • External team
   • Private (only you)

Tip: You can press L to create a new sublist without using your mouse.

Add Tasks to a Sublist

How can I manually add tasks to a sublist?

1. Include or exclude tasks from the main List when creating a new sublist.
2. Or drag tasks from the main List to the sublist. The task will be removed from the former and added to the latter.
   • Hold Alt to copy tasks to multiple sublists, the tasks will be added to both sublists.
3. Or right-click tasks and select Set sublist.
4. Or use keyboard shortcut ^ and the arrow keys to select sublist.

How can I automatically add tasks to a sublist?

This filter automatically adds newly created tasks that meet the specified criteria to the designated sublist.

1. Choose Filter tasks with pre-set conditions when creating a sublist.
2. Define filter criteria via dropdown menus.
3. Click Create to automatically add tasks meeting criteria.

If you want to adjust filter criteria, right-click the sublist and select Edit tasks.

Remove Tasks From a Sublist

How do I remove tasks from a sublist?

1. Right-click the sublist name and select tasks in Edit task list menu.
2. Or drag them back to the main List tab.
3. Right-click tasks and then select Set sublist to remove them.

Note: Removing a parent task also removes subtasks.

Edit Sublist Name and URL

How do I edit a sublist and share its URL?

1. Right-click the sublist name and select Edit details to edit a sublist URL.

2. Then copy the URL to share with team members.

3. Or use references in descriptions, comments, or documents:

   • Same project: #=sublist_id
   • Different project: #{project_id=sublist_id}

Add Details to a Sublist

How can I add start/due dates and descriptions?

1. Right-click the sublist name and select Edit details.

2. Add start date, due date, and description.
3. Hover over the sublist tab to see details and remaining active tasks.

Pin or Unpin a Sublist

How do I pin or unpin sublists for quick access?

Click the dropdown menu icon next to the sublist.

• Newly created sublists are pinned by default.
• Sublists created by others are unpinned by default.

Manage a Sublist

How do I duplicate a sublist?

1. Click dropdown menu icon and select Duplicate.
2. Change name, color, or icon if needed.
3. Save.

How do I archive a sublist?

1. Click dropdown menu icon and select Archive.
2. Archived sublists move to the Archived category.

How do I delete a sublist?

1. Click dropdown menu icon and select Delete.
2. Deleted sublists are temporarily recoverable via More Options.
3. Tasks within the sublist remain in the main List tab.

Note: Review carefully before deletion; sublists are permanently removed after the limited recovery period.