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Review and update task details

Use the task detail panel to review key task information, update its status and priority, and collaborate with your team using comments.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the task detail panel

Select a task from the task list to open the task detail panel on the right-hand side of the screen. The panel shows the task title, description, current status, priority, assignee, and key dates.

Open the task detail panel

Step 2: Review task details and metadata

In the Details view, review the task summary, description, due date, created/updated times, assignment type, and priority. Use this view to confirm that you are working on the correct task and understand its context.

Review task details and metadata

Step 3: Update task status

Use the status controls in the panel to change the task status between Pending, In Progress, Completed, or Cancelled. The task is updated immediately, and any connected views or boards will reflect the new status.

Update task status

Step 4: Adjust task priority

Select the appropriate priority level (Low, Medium, High, or Urgent) using the priority badge or dropdown. The colour and label update to reflect the new priority and help your team understand its urgency.

Adjust task priority

Step 5: Switch between details, comments, and history

Use the tabs or icons in the panel header to switch between Details, Comments, and History views. This lets you focus on task information, collaboration, or the activity timeline as needed.

Switch between details, comments, and history

Step 6: Add a new comment

Open the Comments view, type your message into the comment box, and select the send button to post it. Your comment appears in the thread with your avatar, timestamp, and content, so others can respond.

Add a new comment

Step 7: Edit one of your existing comments

In the Comments view, find a comment you posted and use the edit option (for example, the pencil icon or overflow menu). Update the text in the editable field and save your changes to correct or clarify your message.

Edit one of your existing comments

Step 8: Delete one of your existing comments

In the Comments view, open the options for your comment using the overflow menu (three dots) or delete icon. Confirm the deletion to remove the comment from the thread.

Delete one of your existing comments

Step 9: Review task activity history

In the History view, review the timeline of updates such as status changes, priority changes, and system or bot actions. Use this information to understand how the task has progressed over time.

Review task activity history

Step 10: Resize or close the panel

Use the maximise/minimise control in the panel header to expand or shrink the panel width for easier reading. When you are finished, select the close (X) icon to hide the panel and return to the main task view.

Resize or close the panel


Last updated: 2026-01-11