Task Detail

Task Detail is the execution cockpit for one task, combining planning fields, inline edits, a horizontal status stepper, and collaboration panels. The page is accessible as a full-page view or, depending on the Task open mode setting, it may open as a slide-over panel.

Accessing the Page

Open a task from My Tasks, a board card, a backlog row, or a direct task link. You can also navigate directly via the task URL. Middle-click, Ctrl+click, or Cmd+click anywhere a task link appears to open it in a new browser tab.

Page Header

The page title is the task title. The task code (e.g. PROJ-42) is displayed as a subtitle beneath the title.

Header Actions

Action	Permission	Notes
Edit	canWriteTasks and project not terminal	Opens the full Edit Task dialog
History	Always visible	Opens the Audit History dialog (see below)
Delete	canAdminTasks and project not terminal	Opens delete confirmation
Refresh	Always visible	Reloads task and subtask data

All actions are disabled in read-only mode.

Status Stepper

A horizontal stepper in the identity card shows every task status as a clickable pill:

graph LR
    BL(Backlog) --> TD(To Do) --> IP(In Progress) --> RV(Review) --> DN(Done)
    IP --> CN(Cancelled)
    RV --> CN
    TD --> CN
    BL --> CN

• The active status is highlighted with a colored pill (blue for In Progress, amber for Review, green for Done, red for Cancelled).
• Past statuses are shown dimmed.
• Click any status pill to move the task directly to that status.
• If a governance rule requires an owner before the target status is allowed, a recovery dialog prompts you to assign one before the transition proceeds.

Inline Editing

Most planning fields on the identity card support click-to-edit without opening the full Edit dialog. Click any underlined or highlighted field value to open a small inline popover editor. Changes save automatically on blur or when you press Enter.

Field	Behavior
Title	Click the title text; edit in a popover input; max 240 characters
Description	Click to open a large resizable textarea popover
Priority	Click the priority badge to open an icon+color dropdown
Work item type	Click the type badge to open a dropdown (only shown when the project type has work item types configured)
Assignee	Inline user-picker; searching filters active portal users; unassign is blocked when governance rules require an owner for the current status
Planned start	Date-time picker with 5-minute step increments; includes a Clear button
Planned end	Date-time picker with 5-minute step increments; includes a Clear button
Due date	Date-time picker with 5-minute step increments; includes a Clear button
Estimate (hours)	Numeric input; accepts decimals in 0.25 increments; clearing also clears remaining hours
Remaining (hours)	Numeric input; accepts decimals in 0.25 increments
Tags	Tag input popover; tags are stored lowercase; includes a Clear all button

Identity Card — Other Fields

• Task code — shown as a monospace badge next to the title; read-only.
• Project — clickable link that opens a project preview sheet.
• Parent task — shown when the task is a subtask; clicking opens the parent task (respecting the configured open mode).

Tabbed Panels

The lower section of the page uses URL-backed tabs (?tab=subtasks|comments|links|attachments). The active tab is preserved in the URL so links to a specific tab can be shared.

Subtasks

Lists child tasks of the current task. Each row shows status badge, title, assignee, and due date. Click a subtask to open it (respecting the configured open mode).

• Add Subtask button opens the Create Task dialog pre-filled with the current task as parent, the same project, and the project type context.
• Subtasks use load-more pagination. Loading additional subtasks is triggered by a Load more button at the bottom of the list.

Comments

Full threaded comment panel. Features:

• Compose a new top-level comment in the text area at the top.
• Reply to any comment — the reply composer opens inline beneath the parent and pre-fills an @mention to the original author.
• Collapse / expand reply threads via the toggle beneath each parent comment.
• Filter pills: All / Mine / Mentions — filters which top-level threads are shown.
• Load older — loads additional comment pages when the thread is long.
• @mentions validate against active portal users. Press Cmd+Enter (macOS) or Ctrl+Enter (Windows/Linux) to submit.
• Comment authors can edit or delete their own comments.

Links

Cross-entity linking panel that connects this task to records from other modules (for example, a sales order or customer). Only entity types that have link configuration enabled appear in the selector. Links are visible to all users with access to the task; creating or removing links requires write permission.

Attachments

The Attachments tab contains two sub-sections:

• Images — shows uploaded images in a carousel grid; supports paste-to-upload.
• Files — shows non-image attachments (documents, spreadsheets, support files, etc.); also supports paste-to-upload for non-image file types.

Both panels are scoped to this task and require write permission to add or remove files.

Audit History Dialog

Click History in the header to open the Audit History dialog. This dialog replaces the previous activity log and shows a structured, paginated record of every tracked change to the task.

Fields tracked in the history:

Group	Fields
Identity	Code, Title, Status
Planning	Priority, Project, Work item type, Parent task, Estimate (minutes), Remaining (minutes)
Ownership	Assignee user ID, Assignee name
Scheduling	Planned start, Planned end, Due date, Completed at
Source	Source service, Source entity type, Source entity ID, Source display, Source URL
Details	Tags, Sort rank

The Title and Status fields are highlighted as featured — they appear first and with additional emphasis. Each history entry shows the field changed, the old value, the new value, the user who made the change, and the timestamp.

Source Metadata Card

When a task was created from an external integration (for example, imported from another service), a Source card appears below the identity card showing the originating service name and entity reference. This card is read-only.

Read-Only Behavior

When the task belongs to a project in a terminal status (completed, archived, cancelled):

• All inline edit fields are disabled.
• The status stepper is disabled.
• Edit, Delete, and Add Subtask buttons are disabled.
• Comments and links are visible but cannot be added or modified.
• The Audit History and Refresh buttons remain active.

Deleting a Task

1. Click Delete in the action bar.
2. A confirmation dialog warns that deletion is permanent.
3. Click Delete to confirm.

Deletion requires the canAdminTasks permission and is blocked when the task belongs to a project in terminal status.

After deletion, navigation falls back automatically to:

1. The parent task detail page (if the deleted task was a subtask).
2. The project detail page (if the task had a linked project).
3. The My Tasks view (if neither applies).

Permissions Summary

Action	Required permission	Additional condition
View task	Projects module access	—
Edit fields (inline or dialog)	canWriteTasks	Project not terminal
Change status	canWriteTasks	Project not terminal
Assign / unassign	canWriteTasks	Project not terminal; governance may block unassign
Add subtask	canWriteTasks	Project not terminal
Add comment / reply	canWriteTasks	Project not terminal
Manage links	canWriteTasks	Project not terminal
Manage attachments	canWriteTasks	Project not terminal
Delete task	canAdminTasks	Project not terminal
View history	—	Always available

Related Pages

• Edit Task
• Create Task
• My Tasks
• Project Detail
• Project Governance Settings