What's in a task's detail view

When you click a task (in any view, on Home or in a project's detail view), its detail view opens in a side panel. From there you can edit almost all of it without leaving where you are.

The fields

• Title — the only field saved with the Save button.
• Status and Date — saved as soon as you change them (the article on statuses and dates explains this).
• Type and End date — only appear if your account has them configured.
• Project or service — choose which one the task belongs to; the Go to project or service button takes you to it. It only appears if your account links tasks and projects.
• Assignee — who it's assigned to.
• Tracking — the timer, when it can be used.
• Recurring (next to Billable and Invoiced) — optional checkbox, only if your account has it configured: marks a task that repeats. Recurring tasks show a circular-arrows icon next to the title in the lists, the Kanban board and the calendars. Billable, Invoiced and Recurring can only be changed by the Owner, people with Technical administration permissions and Supervisors (on their own tasks and on those of the people under them, even if they are not the assignee); a Member sees them read-only, including on their own tasks. Invoiced is only visible to, and editable by, people who can see billing.

The tabs

Below the fields there are icon tabs; their name shows when you hover over them. Some only appear if your account has them configured.

• Content — the task's information. Click Edit (or Add content, if it's empty) to open an editor with a formatting toolbar: headings, bold, italic, lists and links. Type @ to link a note, a document, a project, a contact or another page. Save with Save content.
• Times — the task's time entries.
• Participants — the people who collaborate on it without being its assignee.
• Comments — write a comment and click Send. Each one is signed with your name.
• Linked message — if the task is linked to an Inbox message (for example, because it came from an email), you open it here with View message.
• Attachments — drag a file or click to upload it (images, PDF, Word, Excel, PowerPoint, Markdown and ZIP). You can rename and remove attachments.

Duplicating the task

The copy icon in the header, next to the close button, creates a copy of the task (properties, content and attachments, without the status) on the date you choose. It only appears if you can duplicate it.

The buttons at the bottom

• Mark as completed — doesn't appear if the task is already completed.
• Discard task — only if your account has the "Discarded" status configured.
• Delete task — removes it, after confirmation.

Common problems

• I can't edit a task. If you're a Supervisor and the task belongs to someone in your team, you see it read-only, with a notice at the top, unless you take part in it.
• A tab is missing. It's not a bug: that feature isn't turned on for your account.