Work on a task
Update a task from the drawer or its full page, with comments, subtasks, blockers, files, time and scope.
Everything about a piece of work lives on the task: its details, the discussion, the smaller steps, what it is waiting on and the time spent.
Update a task
- Select a task on the Tasks page or in a project. It opens in the drawer on the right.
- Change the Status, Assignee, Dates, Priority, Project or Estimate. Each change saves straight away.
- Use Add subtask for the smaller steps.
- Under Blocked by, select Add blocker and choose the task this one is waiting on.
- Type a comment at the bottom. Type @ to mention a teammate. To fix one of your own comments, open its ... menu and select Edit.
- Select the circle next to the title to mark the task complete.
You're done when your changes show on the task and in the list behind it.
Use the arrows at the top of the drawer, or J and K, to move to the next or previous task. The ... menu has Copy link and Delete.
The full task page
Select Open full view for the full page. It has Overview, Activity and Comments tabs, and a panel on the right with:
- Client portal: the Visible to client switch. See Share project work with clients.
- Timer, with the total time tracked on the task.
- Details: status, priority, assignees, dates and estimated hours.
When the task belongs to a client, Overview also shows Client approval and Scope: Not set, In scope or Out of scope, with Price as change order for extra work. See Get client approvals and Change orders.
Comments clients can see
When a client can see the task, the comment box switches between Visible to client and Internal only. Choose before you post. Keep pricing and blockers internal.
Good to know
- Mentioned teammates are notified, and the task appears in their Inbox.
- A task can't be blocked by itself, and Agiled stops blockers that would go round in a circle.
- Select Start timer in the drawer to track time on the task. Only one timer runs at a time.
- If a change can't be saved, the task tells you and keeps what you typed. Delete tasks only for mistakes and duplicates; complete them with a comment otherwise.