Task actions

Open the actions menu by right-clicking the task title or with the button.

• Details – opens a dialog with the task. See Task details.

• Copy – creates a new task with the same parameters, which you can change before saving. Convenient for recurring tasks.

  Attachments are not copied.

• Edit – edit the task.

• Open task – opens the task in a new browser window or tab with the same information as in Details. Convenient when working on several tasks at once.

• Change status – choose a new status.

  

• Schedule – puts the task on the calendar on its own or together with a group of tasks related to one event.

• Assign to employee, office, department, subcontractor – if the task was not assigned when it was created, you can assign it later from here or by editing it.

• Files – opens a dialog with the attachments. See Attachments.

• Comments and history – the changes to the task and the users' comments. See Comments, history and subscribers.