Change layout of subtasks and copy subtasks

[Pauline Hild]

Hi everyone,
I have 2 questions concerning automatically created subtasks and would be very grateful for help.
1st question: I've created an automation that generates subtasks when a task is created. The whole thing works very well, but I would like to have a different layout for the subtask than for the task, i.e. I would like to have different information displayed for the task than for the corresponding subtask (custom fields). Is there any way to change this?

2nd question: Is it possible to copy a subtask that was created automatically? I can only find the option "clone", but I don't want to do that, because otherwise I will see the connection lines in the timeline and that is confusing for the collaborators. The reason is that in some cases a subtask has to be done twice and then it would be useful to be able to copy it easily.

Thanks in advance for your help and kind regards

Pauline

[Nic Brough -Adaptavist- · Accepted solution]

So the simple one first - "clone" is "copy".  It copies an issue as it is.

On the first question, yes, you can have different fields and orders of them in sub-tasks, but it is done in different ways in different types of project.  In a team-managed project, you go to project admin -> issue types and choose the fields you want for each.  In a company-managed project, you do it by creating screens (lists of fields) and associating different screens with project and issue type actions.

[Pauline Hild]

Hi, thanks for your answer. We are working with a company-managed project and have already created a screen, but it has the same layout for task, subtasks and epics. How do I proceed if I want to create an extra screen for subtasks only? If I create a new screen, how can I delete the subtask from the old screen? 

Kind regards,

Pauline 

[Nic Brough -Adaptavist-]

Your project settings include an "issue type screen scheme".  This tells your project what "screen scheme" to use for each issue type.  I suspect you'll find the current one simply says "use the 'LAB Screen scheme' for all (or default) issue types in the project.

A screen scheme tells the project what screens to use for create, edit and view,  and that's what you're looking at in your screen shot.  

You will need to create a new screen scheme, one that maps the screens you want to use for sub-tasks, then edit the issue type screen scheme, telling that to use the new screen scheme for sub-tasks.