Task Details Page
To reach all info about a task.
Last updated
To reach all info about a task.
Last updated
This page opens when you create a new task or click on a task from the task list. It shows the details about the task as seen below. This screen consists of two columns. The left column shows task name, assignees, task state, task description, files, steps, time tracker, subtasks, and activities. The right column includes client, start date and deadline, estimated duration, tags, recurrence, followers, priority, creator and creation time, reminders, worfklow tasks and additional fields.
You can use the time tracker to record the time you spend on the task. You can get a report of the time you spent on tasks from the Reports page.
The time tracker is also visible on the top menu. When you click on the counter, you can also see the tasks you have tracked before.
Action button in the task is used to copy, archive and delete the task.
You can export a task to your Google Calendar by selecting Actions > Export to Google Calendar. To do this, the task must have both a start date and a deadline, and you should be logged into your Google Calendar account. For more details on integrating your account with Cubicl, visit the Integrations page.
Before sharing a task with a client, make sure to add the client when creating the task, or click Edit, add the client, and save.
You can share a task with client as clicking Actions > Share with client.
Once shared, the client can track task activities through the Client Portal.
If contacts within a client (such as individuals with email addresses like the General Manager or IT Team Leader under ACME company) are not invited to the Client Portal from the Actions menu on the Clients page, their information will not be visible when sharing the task. Once a contact is invited, a green check mark will appear next to their name, indicating they can access the task through their own portal. For more details, visit the Client Portal page.
Forms can be used to gather task-related information, create process workflows, or conduct internal surveys.
You can add a from to a task as clicking Actions > Add a form.
Before add a form to a task, learn details about how to create a form as visiting the Forms page.
You can export the details of task as Excel form when you click the Export Task. To do this click on Actions > Export task.
You can download a file by clicking its name.
To download all files in the task at once, go to Actions > Download Files.
AI feature in task details page can be used for summarizing tasks and answering questions related to tasks.
The task name, description, step completion, state changes, and all activities are used to create the summary. The generated summary is displayed in a new window. Conversations regarding the summary can be continued within this window.
At least one activity must be present in the task. If there are no activities, the summary cannot be created.
A blank version of the same window used for displaying the summary is opened. You can ask questions related to the task and receive answers.
If the question is not related to the task, a fixed message is shown. This message guides you to modify or elaborate on their question.
Note: In both cases, the conversation is deleted once the window is closed.
Note: Summarization is disabled for tasks converted from emails.
Before using this feature, you must grant consent for your data to be processed by the external AI service.
To revoke consent, you can delete your browser cookies. Follow these steps: In your browser, click the icon next to the Cubicl URL. Navigate to "Cookies and Site Data." Access the "Site Data on Device" section. Find the row labeled "cubicl.io" and click the trash bin icon to delete the data.
The AI feature can be disabled organization-wide. To do this:
Go to Organization > Organization Details > Active Features. Disable the AI feature.
By following these steps, you can efficiently use or disable the AI feature as needed.
As you complete the steps on the task one by one, tick the box next to it.
You can add an existing task to a task as a subtask or create a new subtask. They may be more extensive than steps, or they may be less related to the main task than steps. You can add subtasks to your subtasks.
In the field task name field, task names are displayed up to a maximum of 4 levels. So in this field you can display the name of the 3 tasks above the subtask.
If you are not an assignee, the "Assign Me" button is shown on the detail page of the tasks that you are not authorized to update. By clicking on this button, you can add yourself to the task as an assignee.
The person who creates the task and assignees receive notifications about the task. If you do not want to receive notifications, you must unfollow the task.
You can add a reminder to the task for yourself. You cannot add a reminder for other users. Users do not see each others reminders.
The reminder notice shows up on every open Cubicl page and also on the mobile app. The reminder notice:
Default task states in Cubicl are pending, active, and completed. To customize the states of a project, you must edit the Project Settings.
All changes regarding the task are presented here. From here you can review the history of the task and share information about the task.
To see the changes on the task, mouse over the task update log and click on the link that becomes visible. Deleted ones on the task are shown in red and added ones are shown in green.
You can post to take notes for activities, communicate with your teammates over the task, and share the current state of the task.
You can edit your posts on tasks within the first 5 minutes.
With editing feature:
You can update the comments you have written in the posts,
You can share or delete files,
You can reply to posts or remove your replies from them,
You can tag teammates in posts.
Click the three dots icon next to the post you want to edit. Click on the Edit button and after making the changes, click the Update button.After your post has been edited, a notice will be displayed that the post has been edited. When you hover your mouse over this notice, you can view the edited parts of the post.
You can delete the posts you want to delete by selecting the Delete option.
NOTE1: You can't edit the posts made visible for the clients in support requests.
NOTE2: You can't edit e-mails you send in e-mail tasks.
NOTE3: You can only edit your own posts.
You can attach files to your post in activity logs.
Files added to activities in tasks are shown in the files area on the above as well as in activities. When the activity log is deleted, the file is also deleted.
Tasks may have more than one assignee or you may need to communicate with someone who is not a follower of the task. In such cases, you can tag people by putting an "@" sign in front of the user's name. She will be notified.
NOTE: If the task is a private task or the user you tagged does not have permission in that project, even if you tag the person, she cannot see the task content.
To tag people, simply put a '#' sign in front of their name. You can tag assignees using #Assignees or project members using #ProjectName.
NOTE: In private tasks, only tags for assignees and the "Assignees" tag are shown. In Private projects, only tags for project members and the "assignees" are shown.
