Viewing Task Details

Clicking any task will open its details slider. The slider will look slightly different depending on the status of the task and how it was created.

Incomplete Tasks

Incomplete tasks will include the following information:

  • Due date
  • Title
  • Type
  • Account, Event, and/or Contact — Clicking one of these will take you to its details page.
  • Creator
  • Description
  • Assigned users
Incomplete tasks require a due date, title, and creator, so this information will always display. All other information is optional and will not display on the task details slider if it is missing.

Completed Tasks

Completed tasks will include the following information:

  • Date of completion
  • User that marked the task complete
  • Title
  • Type
  • Result — Optional note entered when completing the task
  • Due Date
  • Account, Event, and/or Contact — Clicking one of these will take you to its details page.
  • Creator
  • Description
  • Assigned users
Completed tasks require a completion date, completion user, title, due date, and creator so this information will always display. These tasks will also always show their result or display No result. All other information is optional and will not display on the task details slider if it is missing.

Template Tasks

Tasks created from a template will also show the name of their template.

Click the name of the template to open a map showing all the template's tasks and task dependencies. For more information about task templates, please see these articles:

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