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Review workspace item details and add comments

View full details of a workspace item (such as a task) and collaborate by adding comments in the side panel or standalone view.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the workspace item detail panel

In your project workspace, select the item you want to review (for example, a task, milestone or query). This opens the Workspace Item Detail view, either as a side panel or as a standalone page depending on how it was launched.

Open the workspace item detail panel

Step 2: Review item status and key information

At the top of the panel, review the item title, current status badge, and any key metadata such as due dates and type (task, milestone or query) so you understand the context before making changes.

Review item status and key information

Step 3: View the full linked task details

Use the view or details control (for example, a button or link with an external link or file icon) to open the full task details associated with this workspace item, allowing you to see all related information in the main task view.

View the full linked task details

Step 4: Edit the workspace item

Select the edit option (pencil icon) to update editable fields for the workspace item, such as title, description, due dates or other attributes, then save your changes so they are reflected across the project.

Edit the workspace item

Step 5: Add a new comment

In the comments section, type your message into the comment box and select the send button to submit it. Your comment is stored against this item so that collaborators can view and respond.

Add a new comment

Step 6: Review existing comments and activity

Scroll through the comments list to read previous discussion, including timestamps and authors, so you can follow the history of decisions and updates related to this item.

Review existing comments and activity

Step 7: Close the workspace item detail view

When you have finished reviewing or updating the item, select the close icon in the panel header to return to your previous workspace view without leaving the project.

Close the workspace item detail view


Last updated: 2025-12-29