BizCortex documentation

Tasks: the task detail panel

Edit every field of a task, add subtasks, a checklist, comments and attachments.

Click a task to open its detail panel. Here you change every field, write a description, manage subtasks and a checklist, and see comments, attachments and the change history.

Tasks: the task detail panel
Screenshot of this screen

Who can use this

  • Anyone who can see the task and has the Tasks write permission

Steps

  1. 1. Add subtasks

    Click "Add subtask". Subtasks are full tasks. Deleting the parent also deletes its subtasks.

  2. 2. Add a checklist

    Click "Add item" under Checklist. Tick items as you go.

  3. 3. Complete or reopen

    Click "Complete". The creator and the watchers are notified. Click "Reopen" to set the task back to To do.

  4. 4. Pin to today

    Click "Add to My Day" or "Remove from My Day". The pin is personal.

  5. 5. Delete

    Click "Delete task" and confirm. Only the creator or an admin can delete.

Fields and options

Title

The name of the task.

Description

Free text with Markdown formatting. Click Preview to see the formatted text.

Status and Priority

See the views page for the possible values.

Due date and Time

The due date, with an optional time of day. The time is read as German local time (Europe/Berlin).

Start

An optional start date.

Assignees

Click "Add person". New assignees receive a notification.

Watchers

Click "Add watcher". Watchers are told when the task is completed.

Labels

Comma separated labels.

Repeat

None, Daily, Weekly, Monthly or Yearly, with "Every" (the interval) and "Until".

Reminder

A date and time when the assignees receive a reminder.

Estimate (min)

The planned effort in minutes.

Linked to

The record the task belongs to, for example a client, invoice, lead, employee, project, vendor or bill.

Parent task

Shown for subtasks.

Tips

  • Comments, attachments and history at the bottom follow the same visibility as the task itself.

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