Review and manage a task from the detail panel
Use the task detail panel to review task information, update its status, share it, open related documents, and log time.
This guide is designed for project manager.
Steps
Step 1: Open the task detail panel
Select a task from the calendar or task list to open its detail panel on the side of the screen, showing key information such as title, status, priority, and due date.
Step 2: Review task details and context
In the Details view, review the task’s status, assignee, priority, due dates, and any AI or system-generated notes so you understand the current state of the work.
Step 3: Update the task status
Use the status control in the panel header to move the task between states such as "In progress" or "Completed", and confirm the change so the task is updated for all collaborators.
Step 4: Share the task with stakeholders
Click the share action in the panel toolbar to generate and send a share link or notification so other team members can quickly access this task.
Step 5: Open related documents
Use the related document action to open any linked files or specifications, allowing you to review supporting information without leaving the task view.
Step 6: Log time spent on the task
Select the time logging option to record effort spent on the task, ensuring accurate time tracking and reporting.
Step 7: Review comments and history
Switch between the Comments and History tabs to read discussion threads and see a timeline of changes made to the task.
Step 8: Close or resize the panel
Use the close and expand controls in the panel header to hide the panel when finished or adjust its width to fit your workspace.
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Last updated: 2026-09-03