Tasks - Single Task View

What it is about

The single task view shows all the information, comments, and attachments related to the task. Here you can track the progress of the task, add comments, and navigate directly to the customer or order associated with the task.

Getting started

1. Go to Tasks in the left-hand menu.
2. Click the name of the desired task from the task list or card view — the task view will open.

What you can do on this page

Read the task description

The top of the page displays the task description, which contains detailed information on what needs to be done in the task.

Comment on the task

Below the description is the Comments section, where all comments and discussions related to the task are recorded. You can add a new comment by typing in the comment field and clicking the Comment button. The comment field supports text formatting such as headings, lists, bold text, and quotations. Existing personal comments can be edited or deleted from the menu on the right side of the row.

View basic information

The right-hand side of the page shows the basic details of the task:

• Creation time and creator — when the task was created and by whom
• Status — the progress status of the task, e.g., Completed or In Progress
• Priority — the task’s priority, e.g., Normal or High
• Tags — tags attached to the task
• Deadline — when the task must be completed
• Responsible person — to whom the task is assigned

Navigate to linked items

If the task is linked to a customer or an order, these appear in the Customer Information and Order Information sections on the right-hand side. By clicking Go to customer or Go to order, you can go directly to the page of the respective item without a separate search.

Edit the task

The Edit button at the top right corner of the page opens the task editing form, where you can update all task details — title, description, priority, status, responsible person, deadline, and tags.

Tips and notes

• Comments are a useful way to record the progress of the task and related observations — all team members can see the comments and stay up to date.
• The Go to customer and Go to order buttons save time by eliminating the need to search for the item separately in the navigation.
• It is advisable to update the status whenever there is progress in the task — this keeps the task list current for everyone.