⏳  This task details view is part of the new tasks List view, which is in early release for all Teamwork.com accounts.

What
View and manage a task's properties from the task details view.
Why
  • Access a task's full range of properties, as well as associated subtasks, logged time, files, proofs, and comments.
  • Update key work data as a project's tasks progress to increase visibility and provide context.
Who
  • Site admins can view and manage all tasks on all projects.
  • Project admins can view and manage all tasks on projects they're an admin on.
  • Standard users, client users, and collaborators with the project permission:
    • View tasks (grants users view-only access to the project's task-based views: List, Table, Board, Gantt)
  • Standard users and client users with the project permission:
    • Add tasks (allows users to create new tasks, edit tasks they create or are assigned to, and edit unassigned tasks)
    • Edit all tasks (allows users to edit tasks assigned to other users)
When
Anytime you need to view a task's full details, update key task data, or complete work.
What
View and manage a task's properties from the task details view.
Why
  • Access a task's full range of properties, as well as associated subtasks, logged time, files, proofs, and comments.
  • Update key work data as a project's tasks progress to increase visibility and provide context.
Who
  • Site admins can view and manage all tasks on all projects.
  • Project admins can view and manage all tasks on projects they're an admin on.
  • Standard users, client users, and collaborators with the project permission:
    • View tasks (grants users view-only access to the project's task-based views: List, Table, Board, Gantt)
  • Standard users and client users with the project permission:
    • Add tasks (allows users to create new tasks, edit tasks they create or are assigned to, and edit unassigned tasks)
    • Edit all tasks (allows users to edit tasks assigned to other users)
When
Anytime you need to view a task's full details, update key task data, or complete work.

Before you start

To use the List view, the List feature must be turned on in a project's settings.

We're currently rolling out a List view redesign. You might see a Beta toggle option in List view's top right to switch between versions. Toggle aside, know which version you're using by checking the task properties:

  • Legacy List view: When you hover over a task, individual task property icons appear directly on the task's right. If this is what you see, switch to our legacy List view task details page.

 
  • New List view: When you hover over a task, a floating action toolbar appears on the task row's far right. If this is what you see, keep reading this page.




View task details

  1. Click Jump to in Teamwork.com's main navigation menu.
  2. Search for and select a project.
  3. Select List from the project's navigation menu. The List tab might be under the More... option.
  4. Click a task's name to open the task details panel where you can view and manage the task's full range of properties. We discuss all task details panel options in this page's remaining subsections.

Quick actions toolbar

Use the toolbar at the top of the task details panel to take any of the following actions:

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Estimated time
Set or update the task's estimated time.
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Log time
Log additional time against the task.
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Start timer 
Start a timer to track time as you work on the task.
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Time spent
Visual indicator of the task's logged time (blue) as a proportion of the task's estimated time. Hover over the icon to view a full breakdown of the task's logged vs. estimated time (including subtasks).
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Create a subtask 
Create a subtask under this task.
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Copy task link
Copy a direct link to the task.
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Repeat 
Make this task a repeating task with a custom repeat interval.
📝 Subtasks cannot be set to repeat.
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Follow task 
Follow (or unfollow) the task.
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Options 
Additional options:
  • Move
  • View activity
  • Add dependency
  • Duplicate
  • Download as PDF
  • Modify properties (change the task's creator)
  • Make private
    📝 Privacy cannot be set on subtasks. They inherit privacy settings from their parent.
  • Delete task
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Expand 
Extend the task details panel's width.
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Close 
Close the task details panel to return to the full List view.
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Estimated time
Set or update the task's estimated time.
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Log time
Log additional time against the task.
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Start timer 
Start a timer to track time as you work on the task.
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Time spent
Visual indicator of the task's logged time (blue) as a proportion of the task's estimated time. Hover over the icon to view a full breakdown of the task's logged vs. estimated time (including subtasks).
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Create a subtask 
Create a subtask under this task.
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Copy task link
Copy a direct link to the task.
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Repeat 
Make this task a repeating task with a custom repeat interval.
📝 Subtasks cannot be set to repeat.
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Follow task 
Follow (or unfollow) the task.
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Options 
Additional options:
  • Move
  • View activity
  • Add dependency
  • Duplicate
  • Download as PDF
  • Modify properties (change the task's creator)
  • Make private
    📝 Privacy cannot be set on subtasks. They inherit privacy settings from their parent.
  • Delete task
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Expand 
Extend the task details panel's width.
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Close 
Close the task details panel to return to the full List view.

Task properties

Task properties are editable directly from the task details panel, below the quick actions toolbar. Editable properties:
  • Task name
  • Task description
  • Assignees
  • Dates
  • Priority
  • Tags
  • Board column
  • Followers
  • Reminders
  • Desk tickets
  • Progress
  • Custom fields

You can also view the task's creator, creation date, and task ID.
💡 Click the task ID to copy the task's ID to your computer's clipboard.

Subtasks

View and manage the task's subtasks:
  • Complete a subtask — click the checkmark on a subtask's left to complete it.
  • View a subtask — click a subtask's name to load the subtask's details in the panel. Click the parent task's name in the breadcrumb trail at the top of the panel to return to the parent task's details.
  • Update a subtask's dates or assignees — click the calendar or user icon on a subtask's right to update the corresponding properties.
  • Delete a subtask — click the ... (ellipsis) on a subtask's right, then select Delete.
  • Create additional subtasks — click Add a subtask to create an additional subtask nested under the current task.

Dependencies

View and manage the task's dependencies from task details:
  • Edit a dependency — click the dependency icon on a dependent task's left to adjust the dependency setting:
    • Blocked: This task can't start until the dependency is completed.
    • Waiting on: This task can't be completed until the dependency is completed.
  • View a dependent task — click a dependent task's name to load its details in a panel.
  • Update a dependent task's dates or assignees — click the calendar or user icon on a dependent task's right to update the corresponding properties.
  • Delete a dependency — click the ... (ellipsis) on a dependent task's right, then select Remove dependency. This deletes only the dependency. Neither task is deleted.

Files

View and manage the task's existing attachments. Hover over a file in the task details panel to access:
  • Preview: Click the magnifying glass to preview the file in a pop-up window.
  • Download: Click the download arrow to save the file to your computer.
    💡 Use the Download all option to save all of the task's attachments.
  • Options: Click the ... (ellipsis) and choose:
    • Download file
    • Delete file

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Time logs

View and manage the task's existing time logs.

Click the ... (ellipsis) on a time log's right to:
  • Edit the time log's details (date, duration, billable status, tags, and associated project and task).
    💡 You can also check (or uncheck) the box in the Billable column to update a time log's billable status.
  • Delete the time log. This removes the log from the task and the project. 

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Activity

View the task's activity history from task details. Activity shows a log of changes made to the task, when the changes occurred, and who made the changes.

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Proofs

View the task's linked proofs and their associated approval status, due date, and reviewers & approvers.

Depending on your permissions, you can create a new proof from the task or click the ... (ellipsis) to:
  • Edit, archive, or delete the proof.
  • Unlink the proof from the task.
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Comments

View and react to the task's existing comments or add additional comments to the task.
 
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