How Do I Manage and Complete a Task?

Overview

The Tasks Page is not only for viewing tasks. Each task can be opened and actively managed through the Detail View panel. The Detail View is where teams execute the work, break it down into actionable steps, track time, document changes, and collaborate with others through attachments and comments.

Step 1: Open the Detail View panel

Click any task to open the Detail View. This panel is the active workspace for managing the task.

Step 2: Review Core Information first

In the Core Information area, confirm the controls that define routing and ownership:

This ensures you understand who owns execution and how the item is categorized.

Step 3: Confirm Store and Product Selection (scope)

Tasks can be linked to a specific Store. Once a store is selected, you can define scope using:

Single-select fields:

Multi-select fields:

This step ensures the task is connected to the correct operational context.

Step 4: Use the To-Do list to execute in smaller steps

Use the To-Do List to break the task into smaller actionable sub-steps. This is useful when tasks require multiple actions, multi-stage progress, or coordination across people.

Step 5: Track time using Work Log and History Log

Step 7: Collaborate using Attachments and Comments

Use the collaboration area to:

This keeps operational communication tied to the task itself.