Understanding the Details Panel

The Details panel of a task provides a defined set of fields and controls to edit the task properties. It is shown in the following cases:

When you select a task in the Tasks area to shown the task details.

If you select a task in the Tasks area while its details are being displayed in the Details panel, the task details are reloaded.
When you click the Add button to create a task. See Creating Regular Tasks.

The following illustration and table provide an overview of the Details panel.

#	Field/Control	Description
1	State	The status of the task (In progress, Not started, or Completed). When you click on the field, a menu opens that lets you select another state. See Changing the Task State (List View).
2	Access	The task access category (read-only). In this version, Private or Team.
3	Menu button	Gives you access to additional features for the task open in the Details panel. Task Activity lets you access the Activity window to monitor the change history of the task. See Showing the Task Activity. Duplicate Task lets you duplicate tasks. The Duplicate Task feature is available for Private and Team tasks. For more information, see Duplicating Tasks. Make Public: Lets you make a private task public. If y Team task is open in the Details panel, the Menu item is not shown. See Making a Private Task Public.
4	Hide Task Details button	Closes the Details panel.
5	Name	Name of the task. For a Review and Approval task, "Review for <asset name>" is automatically set. To change the name, click in the field, type a new name and then click outside the field.
6	Assignee	The user to whom the task is assigned. This field is only shown for Team tasks. See Assigning a Task to Another User.
7	Start Date	Date and time when the task starts. When you click on the date, a calendar control opens. See Working with Date Fields.
8	Due Date	Due date and time of the task. When you click on the date, a calendar control opens.
9	Type	The task type (read-only). In this version, Regular, and Review and Approval.
10	Priority	The priority of the task (Low, Medium, Important, or Urgent). When you click on the field, a menu opens that lets you select another priority. See Changing the Task Priority (List View).
11	Tags	Tags assigned to the task. You can create new tags and select saved tags. See Using Tags.
12	Notes	Lets you to enter more descriptive data about the task. See Using Notes.
13	Attachments	The asset(s) attached to the task. Attachment handling is determined by the task type: Review and Approval tasks have one asset attached for review. The attachment cannot be deleted. You cannot add additional attachments to a Review and Approval task but you can load the attached asset in its default application. Regular tasks: Attaching assets to a task is optional. You can add a maximum of 20 attachments to the task. You can delete attachments from the task. You can load any of the attached assets into its default application. For more information, see Using Attachments.
14	Action buttons	Different buttons are shown depending on how the panel was opened: When creating a task, the buttons let you save the new task or cancel the task creation. See Creating Regular Tasks. When editing a Review and Approval task, the buttons let you run the Review and Approval processing flow. See Using Review and Approval Tasks.

Opening and Closing the Details Panel

You have two options to open the Details panel.

To open the Details panel, do one of the following:

Click on a task in the Tasks area.
Click the Add button.

The Details panel opens to the right side of the Tasks app. Except Type, which is always a read-only field, you can edit all fields in the Details panel if you have the required permissions.

To close the Details panel:

Click the Hide Task Details (>>) button on the right side of the Details panel header.

Working with Date Fields

When you select a field that requires you to enter a date, the Tasks app displays a calendar that you can use to enter your required values. As shown in the following illustration the calendar includes controls that allow you to quickly jump to specific days, months, or years.

The following controls are available in the date picker:

Icon	Purpose	Description
	Back or Forward (large)	Click these buttons to go back or forward by a larger amount of time. The increments change based on your current location in the calendar. For example if you are on the initial calendar page, these buttons advance the date by one year at a time.
	Back or Forward (small)	Click these buttons to go back or forward by a shorter amount of time. The increments change based on your current location in the calendar. For example if you are on the initial calendar page, these buttons advance the date by one month at a time.
Example:	Current Month and Year	Appearing between the back and forward controls, you can click this button to display to a monthly view in which you can select a specific month within the current year. If you click the center button again, you can select a specific year (10 years displayed per page). In this case the back and forward buttons increment by either 10 or 100 years at a time.
Example:	Current Day	The calendar displays today’s date with a blue outline (shown left in this example). After you select a day, the value is highlighted in blue (shown right in this example).

If you attempt to manually enter a value that is higher than the maximum possible value for that field, the app automatically replaces your entry. For example if you attempt to type 17 in the month field, the app replaces your value with 12 (December) — the maximum value allowed for that field.