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Every task opens in one of two places: a side panel that slides over the list or board, or a full page with room for everything. Both edit the same task with the same rules.

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Open a task

1

Click the task

In the project List or Board tab, click the row or card. The side panel slides in from the right.
2

Open the full page (optional)

In the panel header, click the diagonal arrow, or click the task number in the breadcrumb. The full page opens at its own URL.
The open task is written into the page URL, so a task link is shareable and the browser Back button closes the panel.
Press Escape or click the dimmed background to close the side panel.

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The side panel

The panel is built for fast edits mid-board. Its header carries: Below the title it shows the current estimate, or Unestimated. The body is a stack of collapsible sections. Click a heading to fold it away.

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The full task page

The full page is the deep view. It uses the same building blocks plus everything the panel leaves out. Header: the project icon, a breadcrumb of project / task number / client, an editable title, and the action row. Left column: Description, Attachments, Subtasks, Dependencies, and a tab strip of Comments, Activity and Work log. Right rail: Details, Estimate, Budget cap, Financials and More.

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Editing the title

The title on the full page is an input. Click it, type, then click away or press Enter to save. A blank title is refused and the field snaps back to the real one.

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Mark complete

Mark complete moves the task into the project’s Done section. If the task still has unfinished blockers, a confirmation appears first – “Complete anyway?” – naming how many blockers are not done. See /tasks/task-dependencies. If the task repeats, completing it creates the next occurrence and the toast says so. See /tasks/recurring-tasks.

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Work log

The Work log tab lists time entries on this task: person, date, duration, billable state and note. It shows the first 10 entries and the total hours tracked. Each row has a delete button that opens a confirmation – deleting a time entry cannot be undone. Log time opens a dialog with Date, Hours spent, Note and a Billable work switch.

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Activity

The Activity tab is a read-only history, newest first. It records the task being created, stage moves, comments, attachments added and removed, due-date changes, and estimate revisions with their notes. Nothing on this feed can be edited or deleted.

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Move a task to another project

The Project field is the first row of Details, because the project decides whose budget the hours land in.
1

Open Details

In the side panel or the full page rail.
2

Click the Project field

Pick the new project.
3

Undo if needed

A toast appears with an Undo action. Click it to move the task straight back.
Three things happen on a successful move:
  • The task lands in the target project’s first matching stage – a Done task in a Done section, everything else in a not-started section.
  • Its subtasks come with it.
  • It is given a new task number, because numbers are per project. The old number is not reused.
A move is refused when the task carries time that has already been submitted, approved or invoiced. Re-pointing settled hours would rewrite a financial record. The message names how many entries are locked.
If the task was Visible to client and the new project is shared with a different client, visibility is turned off automatically and the toast says “Task moved. It is no longer visible to the client.” Sharing is always re-granted deliberately, never inherited.
A subtask cannot be moved on its own – move its parent instead.

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Example

Sarah Lin opens “Homepage wireframes” from the Bluebird Coffee Website Redesign board. The panel shows the stage In progress, priority Medium, herself as assignee and Friday as the due date. The estimate reads 6h. She clicks Start, works for 3 hours, then opens the full page to read Priya’s comment thread and check the Work log, which now shows 3.0h tracked.

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Options and settings

Every edit in the detail pane saves as you make it. There is no separate Save button, except in the Description editor, which saves when you click away, and the Estimate control, which has its own button.

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Permissions

Controls you cannot use are hidden. The server checks again on every save, so hiding a control is a convenience and never the security boundary.

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Common questions

The panel is a quick-edit surface for stage, assignee, dates and priority. Collaborators, tags, client visibility, repeat settings, dependencies and financials live on the full page, where there is room to think about them.
The task was deleted, or it is no longer in a project you can reach. A panel has nowhere to navigate, so it closes rather than showing a task that is gone.
Only if you hold time.viewCost or rate.viewCost. For everyone else the Cost row is not shown at all – it is left out of the data, not hidden with styling.
You do not hold budget.manage, or the Budgets app is switched off. See /budgets/task-level-caps.

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Troubleshooting

The task was deleted, or it belongs to a workspace or project you cannot reach. Go back to the project and open it from the list.
Some of the task’s hours are past draft. Reopen or adjust those timesheets first, or leave the task where it is. See /timesheets/overview.
The project has no section with the Done category. Open the project List tab, use a section’s three-dot menu and set its category to Done.

Task fields

Every field, its type, and who can edit it.

Comments and mentions

The thread, and who can read it.

Attachments

File types, size limits and removal.

Task estimates

Setting and revising the estimate.

Task dependencies

Blockers and the loop guard.

Delete and restore

Archive, Trash and permanent delete.