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Editing Task Details

The task detail page is where you track and update everything about a piece of work — from its current status and priority to dates, description, and linked items. This page explains every field and how to use them.

Opening a task​

You can open a task from several places:

  • Sprint board — click on the task card title
  • Kanban board — click on the card
  • Tasks list — click the task row
  • My Tasks — click any task in your personal view
  • Gantt chart — click a task bar and then click "Open"

Task status​

Status tells everyone where a task stands in the workflow.

StatusWhat it means
To DoWork has not started yet
In ProgressSomeone is actively working on it
In ReviewWork is done, waiting for review/approval
BlockedProgress is stopped by an external dependency or issue
DoneWork is complete and accepted
CancelledTask is no longer needed

How to change status​

  1. Open the task.
  2. Click the Status badge at the top of the detail panel.
  3. Select the new status from the dropdown.

You can also drag cards between columns on the Kanban board to change status.

Automatic date tracking

When you move a task from To Do to In Progress, the system automatically records the actual start date. When you move it to Done, it records the actual end date. These dates are set by the system and cannot be edited manually — this keeps your reporting accurate.

Priority​

To change a task's priority:

  1. Open the task.
  2. Click the Priority field.
  3. Select Low, Medium, High, or Critical.

Priority affects sorting on list views and is visible as a colored indicator on Kanban cards.

Task type​

Type categorizes the nature of the work. Common types include Feature, Bug, Improvement, Research, and Chore. Your team's available types are configured in Masters settings.

  1. Open the task.
  2. Click the Type field.
  3. Select a type.

Description​

The description field supports rich text — you can format text, add bullet lists, headings, code blocks, and more.

  1. Open the task.
  2. Click in the Description area.
  3. Type or paste your content.
  4. Use the toolbar to format text.
  5. Changes are saved automatically.
What to put in descriptions

Good descriptions include: what needs to be done, why it matters, acceptance criteria ("this is done when..."), links to designs or specs, and any known constraints or edge cases.

Planned dates​

Planned start and end dates represent your team's intent for when work should happen. They are used in Gantt chart rendering and capacity calculations.

  1. Open the task.
  2. Click Planned start → pick a date.
  3. Click Planned end → pick a date.

The planned end date must be on or after the planned start date.

Actual dates (read-only)​

Actual dates are recorded automatically by the system:

FieldWhen it is set
Actual startWhen status changes from "To Do" to "In Progress"
Actual endWhen status changes to "Done"

These fields are read-only and cannot be changed manually. If a task is moved back from "Done" to "In Progress", the actual end date is cleared.

Estimated hours​

An estimate of how long the task will take, in hours.

  1. Open the task.
  2. Click the Estimated hours field.
  3. Enter a number (decimals allowed, e.g., 2.5).
  4. Press Enter or click away to save.

Estimated hours feed into sprint capacity calculations.

Tags​

Tags are free-form labels for filtering and grouping tasks. You can create tags on the fly or pick from existing ones.

  1. Open the task.
  2. Click the Tags field.
  3. Type a tag name and press Enter, or pick from the suggestions.
  4. To remove a tag, click the × next to it.

Sprint​

To move a task to a different sprint:

  1. Open the task.
  2. Click the Sprint field.
  3. Select a new sprint from the dropdown. Only sprints in Planning or Active status are shown.
  4. Confirm the move.
Moving tasks between sprints

Moving a task between sprints that belong to different releases is allowed. The task will adopt the new sprint's release context for reporting purposes.

Linked epic​

To associate this task with a broader epic:

  1. Open the task.
  2. Click the Epic field.
  3. Search for and select an epic.

See Linking work to epics for more.

Deleting a task​

Only workspace Admins can permanently delete a task.

  1. Open the task.
  2. Click the Actions menu (three dots, top-right).
  3. Click Delete Task.
  4. Confirm the deletion.
Prefer cancelling over deleting

If you want to remove a task from the sprint without losing its history, set its status to Cancelled instead. Cancelled tasks are hidden from active views but preserved in reports and audit logs.