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Review and manage task details in the side panel

Use the task detail panel to review key task information, update its status, work with comments and access related documents without leaving your current view.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the task detail panel​

Select a task from your task list or board to open the detail panel, which slides in from the side showing the task title, status, priority and key metadata.

Open the task detail panel

Step 2: Review task status, priority and schedule​

In the Details view, check the current status, priority flag, due date, time and assignee so you understand when the task is expected and who is responsible.

Review task status, priority and schedule

Step 3: Update the task status​

Use the status control in the panel to change the task state (for example from Pending to In Progress or Completed) and save so everyone can see the latest progress.

Update the task status

Click the related document link or button in the panel to open any attached or linked documentation in a new view, helping you review specifications or supporting files.

View related documents

Step 5: Add a new comment​

Switch to the Comments view, type your message in the text area at the bottom of the panel and select the send button to post a new comment to the task conversation.

Add a new comment

Step 6: Edit or delete an existing comment​

In the Comments view, use the edit or delete icons next to your own comments to update the text or remove the comment, then confirm the change when prompted.

Edit or delete an existing comment

Step 7: Review task history​

Open the History view to see a chronological list of updates, including status changes, comments and other activity, so you can track how the task has evolved over time.

Review task history

Step 8: Share the task with others​

Use the share button in the panel actions to generate a share link or send the task to colleagues so they can quickly access the same task detail view.

Share the task with others

Step 9: Resize or close the panel​

Use the maximise or minimise controls to adjust the panel width, and select the close icon in the top corner when you have finished working with the task details.

Resize or close the panel

Last updated: 2026-06-27