Notion Subtasks: What & Why
When working on complex projects, some tasks often require subtasks. And some of these subtasks sometimes need (sub)subtasks. And occasionally, these (sub)subtasks also require (sub)²subtasks.
To be honest, I never thought such a level of detail was needed until I worked with a client, a hardware equipment manufacturer, who asked me if it was possible to create such a system in Notion. But Notion does not have a built-in subtasks system, so I needed to find a workaround. My client's goal was to know, for each sub(sub)(sub)task, to which project it belonged.
⚠️ Update: Notion just released sub-items! You can activate them by going to your database settings & clicking “Sub-items” (table & timeline views only)
The main Notion features that allow the creation of a subtask-type system are Relations & Rollups. However, you only have access to one level of rollups (e.g. you cannot create a rollup of a rollup).
So the second Notion feature I used to build this system was self-referential filters. This feature is one of the most powerful Notion currently has. It enables you to automatically filter a database within a template by that very same template. If you're unfamiliar with this feature, I recommend reading Red Gregory's great article on the subject.
By combining these two features, I was able to create what my client wanted: a 3-level subtasks system.
- Relations & Rollups: check the databases below to see how they are all linked (↗️ = Relation, 🔍 = Rollup)
- Self-referential filters: click the "Open" button next to each database item's title (Aa) to see the linked databases (with the self-referential filters)
You will see that for each subtask level, we are able to retrieve the corresponding project!
Mission accomplished 🎉
PS: if you're looking for a simpler task management system, check my blog post on the subject.
Free Template
Implement this system in your Notion workspace by downloading the free template from my website.
Download the free template here
A note on databases in the template
All the databases are displayed as simple tables so that you can understand how the system is structured. If you use the template, feel free to modify the views according to what works best for you 🔥
Open each item to see the linked databases by clicking the "Open" button next to each item's title.
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