---
key: work-on-a-task
title: Work on a task
audience: staff
section: projects-tasks
routes: ["/work/tasks/:uid/:tab?/:itemUid?"]
permissions: ["work.tasks.read"]
features: ["work.tasks"]
since: 0.0.1
updated: 0.0.1
status: published
summary: What a task's page shows, how to change its owner, status, dates and progress in place, what each tab is for, and the actions in its Actions menu.
keywords: [task page, to-do, task details, assign task, due date, task progress, task tabs, follow a task]
related: [find-your-way-around-a-record, create-a-task, complete-or-archive-a-task, break-a-task-into-subtasks, add-a-task-dependency, comment-on-a-task, log-time]
---

In the sidebar, open **Projects & Tasks**, then **Tasks**, and open a task from the list. The page address is `/work/tasks/` followed by the task and the tab you are on. It is laid out like every record page (see [[find-your-way-around-a-record]]). A task has no separate edit page: you change it right on this page.

## What you see

- The summary strip: what the task hangs off (an account, project, work order or parent task), the **Task Number**, the **Owner**, the **Progress** and the **Timeline**.
- The details panel on the left, where you edit the task:
  - **Parent context**: the account, portfolio, project, work order and parent task it belongs to.
  - **Task details**: press the title to rename it. Change the **Status**, the **Phase**, the **Owner**, the **Parent Task**, and the **Start** and **Due** dates. Each change saves as soon as you pick it. Set the status to a done status to finish the task ([[complete-or-archive-a-task]]).
  - **Description**: type, then press **Save**. Only your team sees it.
  - **Delivery**: **Priority**, **Progress Mode** (**Derived** works it out for you; **Manual** lets you type the **Manual Progress** percentage), the **Estimate** in minutes, the **Logged Time**, **Child Tasks** and **Tags**.
  - **Additional details**: your organization's own fields.

## The tabs

Some tabs only appear when your plan includes the feature.

- **Details**: linked records, who is involved, what it waits on, and shortcuts to the other tabs.
- **People**: **Collaborators** and **Followers** (both get task updates), and **Visibility**, which can narrow who may see or change the task with **Add rule**.
- **Subtasks**: child tasks ([[break-a-task-into-subtasks]]).
- **Dependencies**: which tasks this one waits on or holds up ([[add-a-task-dependency]]).
- **Checklists** ([[run-a-checklist-on-a-record]]).
- **Time**: **Log time** opens the shared time drawer. Enter hours and minutes, or choose **Start timer** there; an active timer offers **Stop timer**. **Open ledger** opens the full time entries ([[log-time]]).
- **Execution**: **Reminders** (pick people, a time and a note, then **Add reminder**) and **Recurrence**, which repeats the task **Daily**, **Weekly** or **Monthly**; press **Save recurrence** after setting it.
- **Comments**: a discussion with teammates ([[comment-on-a-task]]).
- **Notes**, **Files** and **Access** ([[add-a-note-to-a-record]], [[attach-a-file-to-a-record]], [[keep-access-details-on-a-record]]).
- **Activity**: everything that happened on the task ([[read-a-record-activity-history]]).

## The Actions menu

- **Back to tasks**, **Add note** and **Upload file**.
- **Save as template** saves the task as a task template ([[create-a-task-template]]).
- **Customize tabs** ([[customize-tabs-on-one-record]]).
- **Archive task**, last and in red. **Archive task?** warns that its subtasks go too; nothing is deleted. An archived task shows a banner with **Restore**, and **Restore task** heads the menu.

## If something looks different

- The fields are greyed out: your role cannot update tasks, or you are looking at an archived task.
- **Owner** is greyed out while other fields work: your role cannot reassign tasks.
- **People**, **Subtasks**, **Dependencies**, **Time**, **Execution** or **Comments** is missing: that feature is not part of your plan, or an admin hid the tab.