Tasks

Task Details

Understanding the task detail sheet and all available information.

Task Details

The task detail sheet provides comprehensive information about a single task. This guide explains each section and how to use the information.

Opening Task Details

Access task details by:

Clicking a task in the list
Pressing Enter on a selected task
Direct URL - Each task has a unique URL

The detail sheet slides in from the right or opens as a modal.

Detail Sheet Layout

Element	Description
Task Title	Name of the task
Status Badge	Current status with color
Priority Badge	Priority indicator
Close Button	Close the detail sheet
Actions Menu	Edit, delete, more options

Quick Actions Bar

Action	Function
Complete	Mark task as done
Start	Mark as in progress
Block	Mark as blocked
Reassign	Change owner

Information Sections

Overview

Primary task information:

Field	Description
Description	Full task explanation
Assignee	Who owns this task
Due Date	When it should be completed
Priority	Critical, High, Medium, Low
Status	To Do, In Progress, Done, Blocked
Type	Action, Review, Approval, etc.
Created	When the task was created

Workflow Context

If the task belongs to a workflow:

Field	Description
Workflow Name	Parent workflow
Workflow Status	Workflow's current state
Position	Where in the workflow sequence
Dependencies	Tasks that must complete first
Dependents	Tasks waiting on this one

Connections to other entities:

Item Type	Description
Gaps	Compliance gaps this task addresses
Risks	Risks this task mitigates
Documents	Related documents
Controls	Controls being implemented

Attachments

Files attached to the task:

Uploaded documents
Screenshots
Reference materials
Deliverables

Comments

Discussion thread for the task:

Team communication
Status updates
Questions and answers
Decision records

Activity

History of task changes:

Status changes
Property edits
Comments added
Attachments added

Understanding Dependencies

Tasks Blocking This One

If the task has dependencies:

Shows which tasks must complete first
Status of each blocking task
Click to navigate to blocking task

Tasks This One Blocks

If other tasks depend on this one:

Shows which tasks are waiting
Completing this task unblocks them
Click to see dependent tasks

If a task is blocked, check its dependencies first. You may need to complete other tasks before this one can proceed.

Task Properties Deep Dive

Assignee

Who is responsible:

Avatar and name displayed
Click to see profile
Can be changed (if permitted)
Unassigned tasks show prompt

Due Date

When the task is due:

Calendar date displayed
Time may be included
Overdue tasks highlighted
Click to edit due date

Priority

Task urgency:

Priority	When to Use
Critical	Must complete immediately, blocking
High	Important, complete soon
Medium	Standard work, normal timeline
Low	Complete when time permits

Type

Task category:

Type	Description	Typical Action
Action	Work to perform	Execute the work
Review	Evaluate something	Provide feedback
Approval	Sign-off required	Approve or reject
Documentation	Create/update docs	Write or edit
Verification	Confirm something	Verify and attest
Form	Complete a form	Fill out fields

Working with Task Details

Quick Status Update

Click Status Button

"Complete," "Start," or "Block."

Confirm Action

Some actions require confirmation.

Status Updates

Task moves to new status.

Editing Properties

Click "Edit" in the detail sheet
Modify desired fields
Click "Save"
Changes are logged in activity

Adding Attachments

Click "Add Attachment"

Opens file selector.

Select Files

Choose files to attach.

Add Description

Optionally describe the attachment.

Upload

Files are attached to the task.

Adding Comments

Scroll to Comments section
Type your comment
@mention team members
Click "Post"

See Comments for more details.

Task Progress Tracking

Time Tracking (if enabled)

Some organizations track time:

Log time spent on task
View total time invested
Compare to estimates

Progress Percentage

For complex tasks:

Update % complete
Visible in list views
Helps gauge remaining work

Checklists (if applicable)

Task may include sub-items:

Check off completed items
See overall completion
All items needed to complete task

Navigating from Tasks

Go to Workflow

Click the workflow name to:

See task in workflow context
View other tasks in workflow
Understand overall progress

Click linked gap to:

See the gap being addressed
Understand the compliance issue
Check gap status

Click linked risk to:

See the risk being mitigated
Understand the risk impact
Check mitigation progress

Task History

Activity Log

The activity log shows:

Creation details
Status changes with timestamps
Edits with what changed
Comments and attachments
System events

Audit Trail

For compliance purposes:

Every change is logged
User identity recorded
Timestamps preserved
Cannot be deleted

The activity log is valuable for audits. It demonstrates who did what and when for each compliance task.

Keyboard Shortcuts

Navigate task details quickly:

Shortcut	Action
`C`	Mark complete
`S`	Mark in progress
`B`	Mark blocked
`E`	Edit task
`Esc`	Close detail sheet

Common Questions

Can I add subtasks?

Tasks don't have true subtasks, but you can:

Add a checklist to the task
Create separate tasks in the workflow
Use description for sub-steps

How do I unblock a blocked task?

Resolve the blocking issue
Open the task
Change status from Blocked to In Progress or To Do
Add a comment explaining resolution

Can I copy a task?

Yes:

Open task details
Click Actions menu
Select "Duplicate"
New task is created as copy

What if I can't complete a task?

Don't leave it sitting
Mark as Blocked if waiting on something
Add comment explaining the issue
Reassign if someone else should handle it

Next Steps

Updating Tasks - Change task status
Comments - Discuss with team
Task Actions - Different task types

Task Views

Navigate your tasks using list view, grouped view, and filters.

Updating Tasks

Change task status, priority, assignee, and other properties.