Clicking any task will open its details slider. The slider will look slightly different depending on the status of the task and how it was created.
Incomplete Tasks
Incomplete tasks will include the following information:
- Due date and time
- Title
- Task Template (if the task was created from a template)
- Type
- Account, Event, and/or Contact — Clicking one of these will take you to its details page.
- Creator
- Description
- Assignment. Some notes:
- If the task is assigned, the users will be listed.
- If the task is assigned to a staff assignment but the staff assignment has not been designated on the event yet, the staff assignment will be listed.
- If the task is unassigned, this field will not appear.
Incomplete tasks require a due date, title, creator, and type (if added to your account), so this information will always display. All other information is optional and will not display on the task details slider if it has not been added.
Completed Tasks
In addition to the information on incomplete tasks, completed tasks will also have a date of completion and a result. A result is an optional note entered when completing the task.
Completed tasks require a completion date, completion user, title, due date, creator, and type (if added to your account), so this information will always display. These tasks will also always show their result or display No result. All other information is optional and will not display on the task details slider if it has not been added.
Template Tasks
Tasks created from a template will show the name of their template. Click the name of the template to open a map showing all the template's tasks and task dependencies.