Task details¶

The task detail page is where you work a single task (some teams call it a ticket): set its status, fill in details, discuss it with teammates, and attach files. It's available to everyone who can see the task.

Overview¶

Open a task from the Tasks list to reach its detail page. From here you can:

• Edit the title, Description, Priority, Due date, Brand, Assignees, and Tags.
• Change the task status (Todo, In Progress, In Review, Done, Canceled).
• Link orders, inbound shipments, and inventory to the task, and jump to any of them.
• Read the task's activity trail.
• Hold a discussion in the task's comment thread.
• Add and remove attachments.

Each task shows a TASK-<number> pill at the top so you can reference it. Most edits save automatically as you make them.

Screenshot: The task detail page layout. (pending capture)

Change a task's status¶

The status control is the round glyph next to the task title. The status also drives whether the task counts as open or done.

1. Open the task.
2. Select the status glyph next to the title.
3. Pick a status: Todo, In Progress, In Review, Done, or Canceled.

Choosing In Review starts a review request: you select one or more reviewers in Select Reviewers, and the task moves to "Review Requested". A reviewer can then Approve (which marks the task Done) or Reject (which returns it to In Progress). Anyone can Cancel review to clear the request.

Edit the title and description¶

The title and description sit at the top of the task. Both save automatically a moment after you stop typing.

1. Select the task title to edit it inline, then type your changes.
2. Select the Add Description... field and type the description.
3. Click away when you're done; there's no separate Save button.

Set priority, due date, brand, and channel¶

These live in the Properties panel on the right (below the task summary on mobile). Each change saves automatically.

• Priority — pick Low, Medium, High, or Urgent from the dropdown.
• Due date — pick a date from the calendar, or clear it to remove the due date.
• Brand — the brand (shown as a brand chip) the task belongs to. A brand must be set before you can start a discussion thread.
• Channel — which of the brand's channels the task lives in. Tasks created outside a channel sit in the brand's General chat. You can move a task to a different channel — see Move a task to another channel.

The Properties panel also shows Created by and the Created date for reference.

Move a task to another channel¶

If a task ended up in the wrong channel, you can move it to another channel on the same brand — for example from General into a dedicated #returns channel.

1. Open the task and find the Channel row in the Properties panel.
2. Select the move control to open the Move task dialog.
3. Pick General or any of the brand's channels. The task's current home is marked Current.
4. Select Move.

Moving a task keeps everything attached to it: its own discussion thread, notes, attachments, followers, and assignees all come with it. Messages already sent in the old channel stay where they are — they belong to that conversation, not to the task. Both channels get a short note about the move, and the destination channel gets a fresh task card so the task is easy to find in its new home.

Moving a task needs the same permission as editing one. If you can't edit tasks, the move control won't be available.

Add or remove assignees¶

Assignees are the people responsible for the task. They appear as chips in the Assignees row of the Properties panel.

1. In the Assignees row, select the + (Add assignee) button.
2. In Select Assignees, choose one or more people, then confirm.
3. To remove someone, select the remove control on their chip.

Add or remove tags¶

Tags help you group and filter tasks. They appear in the Tags row of the Properties panel — the same tags you set when creating a task and filter by on the Tasks list. (Earlier versions of this screen called them labels.)

1. In the Tags row, select the + (Add tag) button.
2. In Select Tags, pick existing tags, or choose + Create new tag to make a new one.
3. If you're creating a tag, enter a name in Create New Tag and select Create.
4. To remove a tag, select the remove control on its chip.

Link orders, inbound shipments, and inventory to a task¶

A task can point at the records it is about. The Properties panel has an Orders row, an Inbound Shipments row, and an Inventory row, each holding chips for what is linked.

1. Select + on a row to open the picker, search for the order, shipment, or SKU you want, and select it. The rows stay visible even when nothing is linked yet, so there is always somewhere to add from.
2. Select a chip to open that record.
3. To unlink something, select the remove control next to its chip.

Links survive edits to the rest of the task, so renaming a task or changing its status does not drop them.

For more on these records, see Orders, Inbound shipments, and Inventory.

See a task's activity trail¶

Each task's detail page carries an Activity section listing what has happened to it — when it was created or completed, status changes, assignments, edits, and moves between channels — with the newest entry first. The trail appears wherever task detail does: the full page, the task modal, and the inbox.

The list refreshes as you work, so an action you have just taken shows up without reopening the task.

Discuss a task in its thread¶

Each task can host a comment thread (a messaging conversation) so the discussion stays attached to the task instead of scattered across chats.

1. Open the task's Conversation tab. On a task without a thread yet, select Start conversation.
2. If the task has no brand yet, you'll be asked to pick one first — a brand is required to start a thread.
3. Once the thread is created, type messages in the conversation to notify and reply to teammates.

When a task already has a thread, the page opens on the Conversation tab, and a dot on the tab shows unread messages. An internal (3PL-only) task can't start a conversation.

Add or remove attachments¶

The Attachments section in the Properties panel holds files related to the task, such as photos, labels, or documents.

1. Select Attachments to expand the section.
2. Select the + (Add attachment) button to open the upload panel.
3. Choose your file(s) to upload them; they appear in the attachments list.
4. To remove a file, select delete on the attachment and confirm in the Delete Attachment dialog.

Common questions¶

How do I change a task status? Select the status glyph next to the task title and pick Todo, In Progress, In Review, Done, or Canceled. Choosing In Review prompts you to pick reviewers.

How do I add a comment to a task? Comments live in the task's thread. Open the Conversation tab, select Start conversation if there's no thread yet (pick a brand if prompted), then type your message.

How do I attach a file to a task? Expand the Attachments section in the Properties panel, select the + (Add attachment) button, and upload your file.

How do I link an order to a task? Open the task and select + on the Orders row in the Properties panel, then search for the order. The Inbound Shipments and Inventory rows work the same way. Select a chip to open that record, or use the remove control to unlink it.

How do I move a task to a different channel? Open the task, find the Channel row in the Properties panel, and select the move control. Pick General or another of the brand's channels in the Move task dialog, then select Move. The task's thread, notes, and attachments come with it; messages already sent in the old channel stay there.

Why can't I move this task into a particular channel? Tasks can only move between channels on their own brand, and archived channels and the onboarding channel aren't valid destinations. To move a task to a different brand, change the Brand in the Properties panel instead.

Why can't I start a thread on this task? A thread needs a brand. Set the task's Brand in the Properties panel first, or pick one when prompted, then select Start conversation.

Do my edits save automatically? Yes. Title, description, priority, due date, brand, assignees, and tags save automatically as you change them — there's no separate Save button.

Related¶

• Tasks & views
• Creating & assigning tasks
• Channels & threads
• Notes