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View and manage task details in the side panel

Use the task detail side panel to review task information, update its status and priority, and collaborate through comments.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the task detail panel​

Select a task in the calendar or task list to open its detail panel, which slides in from the side and shows an overview of the task.

Open the task detail panel

Step 2: Review key task information​

Review the task title, description, priority, status, due date, time, assignee, tags and any related document links at the top of the panel.

Review key task information

Step 3: Adjust panel size or close the view​

Use the maximise or minimise icons to expand or shrink the panel width, or select the close icon to hide the panel when you are finished.

Adjust panel size or close the view

Step 4: Update the task status​

Change the task status using the status chip or control provided, such as moving the task to in progress, blocked or completed, so that progress is reflected for the rest of the team.

Update the task status

Step 5: Change task priority​

Update the task priority to low, medium or high using the priority control so that the task is clearly flagged with the correct importance level.

Change task priority

Step 6: View task history​

Switch to the history view to see a chronological list of updates and status changes for the task, including when and by whom they were made.

View task history

Step 7: Share the task with others​

Use the share action to generate a shareable link or send the task to collaborators so they can review or update it.

Share the task with others

Select the related document link or file icon to open any associated specification, brief or attachment connected to the task.

Open related documents

Step 9: Add a new comment​

Open the comments view, type your message into the comment box, and select the send icon to post a new comment on the task.

Add a new comment

Step 10: Reply to and manage existing comments​

Review existing comments in the comments view, reply where needed and, if you have permission, delete comments that are no longer relevant.

Reply to and manage existing comments

Step 11: Save your changes​

Confirm or save any edits to the task details so that status, priority and comments are synchronised with the main task view.

Save your changes

Last updated: 2026-08-31