How to find an existing task, edit its information, communicate through comments, add files and subtasks, maintain the correct status, and use task-level actions.

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1. Where to Find and Open a Task

Once a task is created, the Assignee or Reporter can access it from My Tasks or from the relevant Project space. Open the task to view and update its details. Task detail page showing description, subtasks, comments and the properties panel A task page with task details, subtasks, discussion tabs and properties.

Use My Tasks when you want a consolidated view of work relevant to you. Use the Project space when you want to work within a specific project context.

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2. Understanding and Editing Task Details

Task information can be updated after creation. Edit the task whenever ownership, dates, description or other details change. Editing a task's title and description with the properties panel visible on the right Editing the task title and description; task properties remain available on the right.

Update the task itself when something changes instead of keeping the latest information only in separate messages. This keeps one reliable source of task information.

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3. Adding Comments and Discussions

Use Comments for updates, questions, clarifications and decisions related to the task. Enter the message and click Post. Comment box with an @ mention dropdown listing people to notify Use @ in a comment to select and mention a specific person.
1

Write the update

Add the progress update, question or information in the Comments box.
2

Mention a person when required

Type @ and select the relevant person to specifically bring the comment to their attention.
3

Post the comment

Click Post to add the comment to the task discussion.

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4. Adding Subtasks

A subtask is a smaller activity that needs to be completed as part of finishing the parent task. Subtasks can be added one at a time or imported in bulk. Subtasks panel with a field to add one subtask and an Import Subtasks option for bulk creation Add one subtask using the + button or use Import Subtasks for bulk creation. Create Subtask form with issue title, description, project, issue type, category, requirement type and priority fields Create Subtask form. Add the required details and click Create Subtask.
1

Enter a title

Add a short title for the subtask and click +.
2

Complete subtask details

Add the description, assignee, reporter, dates, priority, attachments and other required fields.
3

Create the subtask

Review the information and click Create Subtask.

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5. Changing Task Status

Task status must be updated manually as work progresses. Status can be changed inside the task or from the task list/dashboard where the status field is available. Status dropdown open on a task, listing Open, Assigned, In Progress, On Hold, In Review, Approval Required and Cancelled Task status options, including Approval Required.

Keeping the correct task status updated makes it easier to track work accurately and to filter, group and report tasks correctly.

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6. Other Actions Available on a Task

Row of quick action icons at the top-right of a task: open full page, share link, favourite, duplicate, viewed by, followers and delete Quick actions available at the top-right of a task. Previous and Next buttons with an open task selector dropdown listing other tasks in the project Previous, Next and task selector controls for moving between tasks in the project.

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7. Activity and Worklog

Why Activity is useful

Activity gives you a chronological view of what happened on the task, making it easier to understand its sequence of updates and actions.

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8. Before You Finish Updating a Task

  • The task title and description still reflect the current requirement.
  • The correct Assignee and Reporter are selected.
  • Priority and dates are current.
  • Important updates are recorded in Comments.
  • Required supporting files are attached.
  • Subtasks are added where the parent task needs smaller actions.
  • The task status reflects the actual stage of work.

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9. Common Issues

A well-maintained task should make four things easy to understand: what needs to be done, who owns it, its current status, and what has happened so far.