Manage A Task Detail Page
Update task fields, subtasks, comments, activity, AI worker assignment, and time from one task view.
The task detail page is the single source of truth for one piece of work. Use it to update status, priority, owner, due dates, project, description, subtasks, comments, activity, AI worker assignment, and time entries.
Open a task from Productivity > Tasks, a project task list, board, calendar, global task link, or related record.
Review The Task Header
The header shows the task title, status, priority, project, assignee, and due date. Review these fields first because they control how the task appears in lists, boards, calendars, reports, and project progress.
Use Edit when the title, description, project, owner, status, priority, dates, estimate, custom fields, or AI worker assignment needs to change. Save the task after each meaningful update so teammates see the current state.
Use Overview, Activity, And Comments
The task detail page has three main left-side tabs:
- Overview for the description, subtasks, and work breakdown.
- Activity for automatic history of changes.
- Comments for discussion, decisions, review notes, and handoff context.
Use comments for human decisions and activity for audit history. Do not rely on activity alone to explain why a task changed; add a comment when the reasoning matters to the next person.
Update Details
Use the details panel to keep operational fields current:
- assignee
- AI worker assignment, when enabled
- status
- priority
- start date
- due date
- estimated hours
- project
- custom fields
If the task is customer-facing, keep the project or related record selected so files, time, and reports stay connected.
Add Subtasks
Use subtasks when one task needs a visible checklist of smaller steps. Keep subtasks short and outcome-based. A subtask should be something someone can complete or review, not a long paragraph of background context.
When a subtask becomes large, create a separate task and link it through the project or comments instead of hiding important work inside one task.
Add Comments And Mentions
Add comments for:
- questions that need an answer
- review requests
- blocker explanations
- customer context
- final handoff notes
- decisions made outside Agiled
Mention a teammate or AI worker only when they need to act. If the comment is only a record of what happened, write it without creating unnecessary notifications.
Track Time From The Task
Start the timer from the task when the time should be connected directly to that work. If another timer is already running, stop it before starting the task timer.
After stopping a timer, review the created time entry. Add a note when the time will be billed, reviewed by a manager, or used for project reporting.
Complete Or Reopen A Task
Use Mark complete only when the work outcome is finished. Before completing the task, check:
- required subtasks are complete
- comments include the final decision or handoff
- files or deliverables are attached or linked
- tracked time is accurate
- dependencies are no longer blocking other work
If a completed task needs more work, reopen it or create a follow-up task. Do not keep new work hidden in comments on a completed task.
Delete A Task
Delete a task only when it was created by mistake or is a duplicate with no useful history. If the task contains comments, time entries, files, or decisions, prefer closing it with context or moving its work to the correct task.