Create Sublists

Overview

Sublist allows you to create your own personal view from the same project.

When you are working with multiple team members on the same project, it’s very likely that after a while, the main List starts to look like a matrix and everyone doesn’t know where to get started.

A Sublist can also help you create a focused view for project members and even the External Team that share the same workload.

Note: The List and the Sublist are mirrored to each other. When you reorder the tasks in a Sublist, the order in the List will also be reordered as well.

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.

You can generate sublists within various areas such as a project, an organization, a folder, a smart folder, My Tasks, and even on a member’s profile page.

To create a sublist, click on the + icon located next to the List tab. Give the newly created sublist a name and select a customized icon. You can select who can access the sublist: Project members, an External Team, or keep it private.

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

Add tasks to Sublist

There are several ways to add your tasks to a Sublist. You can choose to include or exclude the tasks from the main List when creating a new Sublist.

Note: If you select a root task, the relevant subtasks will also be automatically selected. You can deselect the subtask to choose the tasks you need only. On another hand, subtasks can be selected separately from their root task.

Tip: You can use the filter bar or simply type in the search bar to narrow down your task list.

Or you can drag and drop the tasks from the main List to the Sublist.

Note: When you drag and drop a parent task, its subtasks will also be added to the Sublist tab.

When you drag a task from one Sublist tab to another, the task will be removed from the former and added to the latter.

You can hold the Alt key while you drag the task from one Sublist to another, this way, the tasks will be added to both Sublists.

Another way to add tasks to a Sublist is right-clicking on the selected tasks in the main List and selecting Set sublist.

Tip: Pressing ^ on the keyboard then using the up/down arrow key to choose a sublist can also allow you to add a task to the sublist.

Automatically add tasks to Sublist based on filter

In addition to manually adding tasks to a sublist, you can configure a filter for the sublist. This filter automatically adds newly created tasks that meet the specified criteria to the designated sublist.

When creating a new sublist, opt for the Filter tasks with pre-set conditions setting.

Define the filter criteria by selecting options from the dropdown menus. Once configured, click on Create.

If you wish to adjust the filter criteria, simply right click on the sublist and choose Edit tasks. This action will open a dialog where you can modify the filter settings as needed.

Remove tasks from Sublist

You can remove tasks from a Sublist by selecting the tasks in the Edit menu or you can drag the tasks from the Sublist back to the main List tab.

Or you can also right-click on the selected task and select Set sublist to remove the tasks from the Sublist.

Note: When you drag and drop a parent task, its subtasks will also be removed from the Sublist tab.

Edit Sublist name and its URL

To edit the sublist, right click on its name, and then choose Edit details from the menu.

You can copy the URL that is linked to a specific Sublist and share it with your team members. When the members click on the link, it will take them to that Sublist directly.

Add details to Sublist

Sublists offer the ability to include a start and due date and a description. These additional details can provide valuable context and information about the Sublist to new team members who join your project.

To set a start and due date and description for a Sublist, simply right click on the Sublist tab and choose the Edit details option from the dropdown menu.

Once the details have been added, you can view them by hovering your cursor over the Sublist tab. This action will cause a popup to appear, displaying the start and due date, description you’ve specified and how many active tasks are left for that particular Sublist.

Pin or unpin a Sublist

Pin your Sublists for quick navigation by clicking on the dropdown menu icon next to the Sublist name.

The newly created Sublists will be pinned by default. On the other hand, Sublists created by other members will not be pinned.

Duplicate a Sublist

Click on the dropdown menu icon next to the Sublist name, then choose Duplicate. In the popup dialog that appears, you can change the sublist name, color, and icon before saving it.

Archive a Sublist

Click on the dropdown menu icon next to the Sublist name and select Archive. The archived Sublist will be moved to the Archived category in the dropdown menu.

Delete a Sublist

Click on the dropdown menu icon next to the Sublist name and choose Delete.

Note: Deleting a Sublist is irreversible. Please make sure you want to proceed before deleting it. The tasks within the Sublist will not be deleted; they will remain accessible in the main List tab.