Task details
Use the task details panel to view and update the status of a task, including key details for each business linked to it.
Overview
The task details panel opens when you select a task name from the task list or from the
Actions
menu. It provides a full breakdown of an individual task and lets you view and update its key details.Task header
The task header displays the task name along with the name of the client the task is associated with, followed by read-only reference information about the task.
Any changes you make in this panel are saved immediately and are reflected in the task list and project views.