> ## Documentation Index > Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt > Use this file to discover all available pages before exploring further. # How to Use Subtasks > Divide a FieldPulse job into an ordered task list, save a subtask series as a reusable template, and require key steps before a job status changes. > **Who uses this:** Admins, Team Managers, and Service Agents create subtasks (Service Agents on their assigned jobs); Limited Agents cannot. Subtask templates are built in **Company Settings**, which only Admins can view. In the mobile app, Admins and Managers can switch between **Team Subtasks** and **My Subtasks**. **Availability:** All regions. A subtask divides a [job](https://www.fieldpulse.com/features/job-management) into a task list so your team can work through the steps in order. Subtasks usually sit under a job record, though a subtask can also stand on its own. ## Overview FieldPulse organizes work through two record types. A **Job** is the main record — a job requires a customer and a title, and it commonly includes a start and end date/time and assigned team members. A **Subtask** is the secondary record. A subtask can exist independently, but it typically attaches under a job record to divide the work into a task list — for example, to track the status of each step separately, or to assign different steps to different team members instead of having a single job record carry everything. Subtasks, unlike jobs, do not appear on the schedule. Use a subtask to track a step inside a job rather than to book time on the calendar. Every subtask carries its own status: **New**, **In Progress**, **Pending**, **Completed**, or **Canceled**. ## Before you begin * Create the job record you want to divide into steps. See [How to Create a Job](/jobs/jobs-tasks/creating-a-job). * Decide which steps you repeat across jobs — those are the ones worth saving as a subtask template. ## On web ### Create a subtask template A subtask template pre-defines a subtask, or a series of subtasks, that your team uses often, so anyone can insert the whole series into a job in one step. A standard service call template might run: Diagnose Issue, Plan Repair, Provide estimate to customer and receive sign-off, Repair Issue, Inspect unit for quality and functioning, and Invoice. 1. Go to **Company Settings** in the left-side menu, select the **Jobs** tab, then select the **Subtask Templates** subtab. 2. Select **Create New**. Subtask Templates page under Company Settings, Jobs tab, with the Create New button highlighted 3. Enter the **Template Name**, the subtask **Title**, and an optional **Description**. Add Subtask Template window with Template Name, Title, and Description fields and the Additional Subtask link 4. Select **+ Additional Subtask** to add the next subtask in the series, and repeat until the series is complete. 5. Select **Save**. The template appears in your Subtask Templates list. ### Attach subtasks to a job 1. Open the job record and select the **Subtasks** tab. Job record with the Subtasks tab highlighted above the job details 2. Select **Create New Series**. Empty Subtasks tab on a job record showing the Create New and Create New Series buttons 3. Fill in the subtask details, or select **+ Insert Template** to pull in a template you built earlier. Subtask Series window with Insert Template highlighted above the Title, Description, team member, and Subtask Required fields 4. Choose which subtask template to insert. Insert Template list showing the saved subtask templates to choose from 5. Edit the text and add more steps with **+ Additional Subtask**. 6. Assign team members, and turn on **Subtask Required** for any step that has to be finished first. 7. Select **Submit**. Subtask series populated from a template with two subtasks and the Submit button highlighted The subtasks now sit under the job record's **Subtasks** tab, listed by time with each subtask's status, name, service, and assigned team member. Subtasks tab on a job record listing a five-step subtask series with Time, Status, Subtask, Service, and Assigned To columns ### Create a subtask without a job 1. Select **Subtasks** in the left-side menu. 2. Select **Add Subtask**. Subtasks page with Subtasks highlighted in the left-side menu and the Add Subtask button highlighted 3. Add the **Subtask Title**, the due date and time, assigned team members, and a description. 4. Select **Save**. Add Subtask window with title, due date, team member, description, and status fields, with Save highlighted Sort your subtasks with the **Open**, **All**, and **Closed** tabs, whether or not a subtask is linked to a job. Subtasks list with the Open, All, and Closed tabs highlighted above the subtask rows ### Require a subtask before a job status changes Mark a subtask as required to hold a job in place until that step is done. Required subtasks have to be completed before job statuses are selected or bypassed. If someone tries to change the job status while a required subtask is still open, FieldPulse displays an error and prompts them to complete it — which keeps a job from moving forward while a critical step, such as an inspection or a sign-off, is unfinished. The option to require a subtask appears both when you create subtask templates in **Company Settings** and when you create subtasks on a job. In the subtask series window on the web, it is the **Subtask Required** toggle. ### Complete a subtask 1. Open the job record's **Subtasks** tab and select the subtask. Subtasks tab on a job record with one subtask row selected 2. Set the **Status** as the work moves through its stages. Subtask record with the New, In Progress, Pending, Completed, and Canceled status options highlighted 3. Select **Comments** to add notes to the subtask. Comments tab on a subtask record with the comment field open Once you mark the subtask complete, the status is updated across FieldPulse. Subtasks tab on a job record showing one subtask marked Completed and the next still New