How to View,Edit and comment on Tasks?

Step 01: Access the Task Manager Boards

• Navigate to the Task Manager section via the left sidebar.
• Select the Board tab at the top of the interface to open the board layout. [Placeholder for Snapshot: Display the Board View with visible task columns ("To Do," "In Progress," "Done"). Annotate the task cards.]

Step 02: Locate the Task

• Identify the task you want to view in one of the columns (e.g., "To Do," "In Progress," "Done").

Step 03: Open Task Details

• Click on the task card to open the Task Detail panel on the right-hand side of the screen. [Placeholder for Snapshot: Include a screenshot of the Task Detail panel, highlighting sections such as Task Name, Assignee, Priority, and Comments.]

Task Detail Overview

1. Task Information:

   • Task Name: Displays the title of the task at the top.
   • Job and Project: Indicates the associated job or project category.
   • Assignee: Shows the team member responsible for the task.
   • Priority: Highlights the task’s priority level (e.g., High, Medium, Low).
   • Status: Indicates the current progress status (e.g., To Do, In Progress, Done).
   • Start and End Dates: Displays the start and end dates if specified.
   
   

2. Task Description:

   • Found under the Description tab.
   • Includes detailed task instructions, requirements, or acceptance criteria.

3. Task Comments:

   • Navigate to the Comments tab to view and interact with comments.
   • Reply to Comments: Click Reply beneath a comment to respond directly.
   • Edit or Delete Comments: Review your comment to see options for editing or deleting. 
     

4. Action Buttons:

   • Cancel: Closes the Task Detail panel without making changes.
   • Edit Task: Opens the task in edit mode to modify its details.

Task Editing

1. Step 1-A: Open the Edit Task Window

   • Click the Edit button in the Task Detail panel.
   • The Edit Task window will appear, prompting you to fill in or modify the required fields. 
     

2. Step 1-B: Modify Task Details

   • Task Name: Update the task’s name.
     
   • Assignee: Change the assigned team member by selecting from the dropdown.
     
     
   • 
   • Priority: Adjust the task’s priority level (High, Medium, Low).
     

3. Step 1-C: Update Dates

   • Use the date selector to modify the Start Date or End Date. 
     

4. Step 1-D: Update Description

   • Modify the task description using the rich text editor. 
     

5. Step 1-E: Save Changes

   • Click the Save button to confirm changes.
   • A confirmation message will appear: “Task updated successfully.”
   
   

Next Steps

• Learn How to Use the Calendar View for Task Management.
• Explore What is the Task Board View and How to Use It?.
• Discover How to Create a New Task.

For additional assistance, contact support@kosmic.ai or visit the Help Center.