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Matidor 101: Working with Subtasks | Stay Organized and Keep Work on Track

Learn how to use Subtasks in Matidor to break down your work into manageable steps and keep your team organized. In this quick tutorial, you’ll see how to create, assign and manage subtasks that help every project move smoothly from start to finish.

In this video, you’ll learn how to:
✅ Create or open a Work item to start adding subtasks
✅ Add subtasks with names, assignees, and due dates
✅ Mark critical tasks as blockers to keep workflows on track
✅ Receive notifications for new subtask assignments
✅ Configure default subtasks in Work Templates for consistent project setup

Using subtasks in Matidor helps your team stay coordinated, accountable, and efficient, ensuring every step of your work gets completed on time.

Start organizing your projects with subtasks in Matidor today. To learn more or sign up for a free demo.

Transcript

What This Video Covers

This tutorial explains how to use subtasks in Matidor to break a complex Work Item into smaller, accountable steps. Subtasks ensure that multi-step site activities — such as environmental assessments, inspections, or remediation workflows — are tracked at the individual action level rather than only at the high-level task. The video also covers the blocker feature, which prevents a Work Item from being marked complete until its critical dependencies are resolved.

Who This Is For

This video is for project managers who need accountability across detailed multi-step workflows, field supervisors coordinating sequential tasks where one step depends on another, and team leads who want to use Work Templates to pre-define recurring subtask structures and reduce setup time on every new project.

Step-by-Step Walkthrough

The tutorial opens an existing Work Item and navigates to the Subtasks section. You click to add a subtask, enter the subtask name, assign a team member, and set a due date. Multiple subtasks are added to illustrate a complete workflow — for example, Site Preparation, Soil Sampling, Lab Sample Delivery, and Report Review for an environmental assessment Work Item.

The tutorial then shows how to mark a subtask as a blocker. A blocker subtask signals to the assignee of the parent Work Item that it cannot be closed or approved until the blocker is completed. When a blocker subtask is assigned, the relevant team member receives a notification so there is no ambiguity about what is preventing progress. The final section covers Work Templates: by pre-configuring subtasks and blockers in a Work Template, every new Work Item created from that template automatically includes the same subtask structure.

Key Takeaways

Subtasks and blockers in Matidor bring accountability to multi-step workflows without requiring separate task management software. When combined with Work Templates, they create a consistent, repeatable structure for recurring project activities — so new team members follow the same process, nothing is skipped, and project managers always know what is pending, in progress, or blocked.