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Project task detail

Controls and availability depend on permissions, plan and version.
Illustration of Project task detail
Example: Project task detail.

Open the page

Contact conversation → Projects → Open Task

Review and update details

  1. The task header shows project, stage, status, priority and any SLA warning or breach. Board returns to the project board.
  2. With the relevant permission, select Title or Description to edit; Details can expose editable Stage, Owner User, Owner Department, Contact and related Deal. The panel also shows Due, SLA Due and Source.
  3. Review Comments and History to understand the work already completed.

Record progress

  1. Enter Comment and choose Add Comment; use Block or Unblock where shown to update the state. Enter Completion Summary and choose Complete Task when the work is done and the user has completion permission.
  2. Example: on a Requirements review task, add a progress comment and record the completion outcome when ready. These controls change the task.

Related: Detailed project task guide

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