Working a task: details, subtasks, attachments & completion

Task details

Open a task to see its full description, due date, assignee, and any linked records.

Subtasks

Break a larger task into smaller subtasks, each of which can be assigned and completed independently.

Attachments

Add files or photos to a task as supporting evidence or reference material.

Marking it complete

Select Complete once the work is done. If the task has open subtasks, you may be prompted to complete those first.