Task Detail View
Clicking a task — in the list, on the board, in the calendar, or on the map — opens the detail view as a sidebar on top of the current view. Here you see all information about the task, change the status, check off the checklist, and complete the task.
Features Overview
Read View
The sidebar presents the task clearly: title, description, status, priority, due date, assignment (property/customer/route), assignee, and attachments. Each task also has a change history — every edit is recorded there automatically.
Changing the Status
Use the status field in the header area to change the status directly — without entering edit mode.
Checklist
If the task contains a checklist, you can check off the individual items directly in the detail view. This makes the task's progress visible at any time.
Comments
Use the comment section to discuss the task. For tasks that originated from a customer ticket, the comment section also serves as feedback to the customer.
Completing
Use the complete button to finish the task. If photo proof is required, you are prompted to upload a photo when completing — without a photo, the task cannot be completed.
Editing
Edit mode uses the same view as creating: name plus add-on fields (description, checklist, scheduling, assignment, attachments). The assigned property can also be changed later.
Good to Know
:::tip Note
- When completing a task that a customer reported as a ticket, the customer is automatically notified of the completion.
- If a completed or cancelled task is reopened, the completion date is removed automatically.
- Every detail view has its own web address — you can share the link to a task directly with colleagues. :::
Permissions
:::info Permission To open the detail view, you need the View tasks permission. Contact your administrator if you do not have access. :::
| Action | Permission |
|---|---|
| View and comment on a task | View tasks |
| Edit a task, change its status | Edit tasks |
| Complete a task (incl. photo proof) | Complete tasks |