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Break a task into smaller steps

Turn a task into a short checklist of actions you can begin immediately.

Where to find it

Task actions → Make this smaller

How to use it

  1. Open Make this smaller and enter concrete steps, such as Open the draft or Call the supplier.
  2. Save the steps. Use the task’s steps/review control to edit, reorder, complete, or reopen them.
  3. Start Focus on the task to work on its next unfinished step.
  4. Complete the parent task separately when its outcome is finished.

Limits and important details

  • Up to eight small steps are supported. Finishing the checklist does not automatically complete its parent task.
  • Removing the checklist leaves the task intact. Calendar-derived steps are LifeCentral-only.