Task Details

What is the Task Details Popup?

• edit tasks: Edit task details without leaving views like Kanban and Plan Builder
• deep-linkable: Open specific tasks via URL (?task=<id>)
• realtime collaboration: Comments and changes appear instantly for all viewers
• draft saving: Changes autosave as private drafts before publishing

What you can do

• Edit task name and description
• Change State (column) from a dropdown
• Set health status, % complete, priority, effort
• Pick start/target dates; mark as blocked
• Assign multiple users
• Discuss with threaded comments in realtime
• Follow the thread to get email notifications

Opening the popup

• double-click: Double-click any Kanban card to open its task details
• URL: Open specific tasks via URL (?task=<id>)
• editing: Edit fields directly in the popup

Using the popup

1. Double-click a card to open the popup
2. Edit any field; changes autosave as a private draft
3. Click "Save and close" to publish your draft
4. Use the State dropdown to move the card to another column
5. Add comments; others see them instantly
6. Toggle "Follow thread" to receive emails

Editing and saving

• autosave: Changes autosave as private drafts while you edit
• draft visible: Only you can see your draft changes
• publish: Click "Save and close" to publish changes
• live updates: Published changes appear instantly for all viewers

Comments

• threaded: Comments support replies and threading
• realtime: Comments appear instantly for all viewers
• notifications: Follow thread to receive email notifications on new comments
• drafts: Comment drafts are saved privately before publishing

Task Properties

• dates: Date-only in workspace timezone; start ≤ target
• priority: None, Low, Medium, High, Urgent
• effort: Story points (0, 1, 2, 3, 5, 8, 13)
• health status: On Track, At Risk, or Blocked (does not change column)
• state: Current column; changing state moves the card (and syncs with Plan Builder when applicable)

Tips

• use drafts: Edit freely knowing changes are saved as drafts
• follow threads: Enable notifications to stay updated on task discussions
• change state: Use the State dropdown to move cards between columns
• assign owners: Assign tasks to team members for accountability

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Last updated: 2025-11-17