# Task Details Page 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.**

## Time Tracker 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 ](https://docs.cubicl.io/projects/reports#time-tracking)page. ![Time Tracking on Task](https://3670270150-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LbxWaexmzqc9FHYL1l4%2F-Mb1nAPU66881eb8NXS0%2F-Mb2QrNiLRJW97K3yYnz%2Fimage.png?alt=media\&token=9b286549-9f09-4086-9de8-a8b6c5b5a21f) 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. ![Time Tracker](https://3670270150-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LbxWaexmzqc9FHYL1l4%2F-Mb1nAPU66881eb8NXS0%2F-Mb2R0L3BAZN0LUsLzeF%2Fimage.png?alt=media\&token=ae606d48-a45b-4565-931d-5718390f9eaf) ## Actions in Task The Actions button on a task provides access to the activities you can perform on that task.

### Copy, Archieve or Delete **Deleting a Task:** You can delete tasks. If needed, deleted tasks can be restored by going to the [Project Setting Page> Actions](https://docs.cubicl.io/projects/project-settings#actions-for-project-and-task). **Copying and Duplicating a Task:** You can copy tasks. This is especially useful for tasks you'll need again later. You can save these as template tasks in a project and reuse them by copying and modifying them as needed. **Archiving a Task:** You can archive tasks you no longer plan to work on. Archived tasks can be accessed and restored later if needed from [project's archieve](https://docs.cubicl.io/projects/tasks-page#task-archive). ### Share with Client 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](https://docs.cubicl.io/crm/client-portal#clients-portal-account) page. ### Add a Form 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](https://docs.cubicl.io/task-and-project-management/forms) page. ### Export Task You can export all task details — including both default and [additional fields](https://docs.cubicl.io/projects/project-settings#adding-additional-fields-to-the-task-form) from the task form — in **Excel** format when you click the **Actions>** **Export Task**. ### Change Project If the task is in the wrong project, opened by mistake, or needs to be moved, go to **Actions > Change Project** to update the task’s project and select its stage within that project. ### Add to Gantt The created task is not automatically added to the Gantt. However, you can do this using the **Actions > Add to Gantt** option. ### Assign Parent Task Using the **Actions in Task > Assign Parent Task** option, you can make this task a subtask of another task. In other words, you assign a parent task to this task.

### Downloading Files You can download a file by clicking its name. To download all files in the task at once, go to **Actions > Download Files**. ### Export to Google Calendar 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](https://docs.cubicl.io/integrations#google-calendar) page. ### Custom Actions Cubicl’s Custom Actions feature allows users to add personalized action menu options to task cards and task detail pages. This enables customized automations for selected tasks, making task management more efficient and improving the overall user experience. For more information, visit the [Custom Actions page](https://docs.cubicl.io/task-and-project-management/custom-actions). ## Task Summary with Artificial Intelligence (AI) AI feature in task details page can be used for summarizing tasks and answering questions related to tasks.

### Task Summary 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.

Creating summary and getting answers with AI

### Asking Questions 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. ### Give Consent to Artificial Intelligence (AI) 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. ### Disabling AI Across the Organization The AI feature can be disabled organization-wide. To do this: Go to **Organization >** [**Organization Details**](https://cubicl.io/org/details) **> Active Features**. Disable the AI feature. By following these steps, you can efficiently use or disable the AI feature as needed.

## Checking Steps As you complete the steps on the task one by one, tick the box next to it. ![Task Steps](https://3670270150-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LbxWaexmzqc9FHYL1l4%2F-Mb1nAPU66881eb8NXS0%2F-Mb2RFd0SJBN_rXlsvMd%2Fimage.png?alt=media\&token=68aa2184-53e1-45ae-9250-2ed278767a23) ## Subtasks You can add an existing task as a subtask, create a new subtask, or create a subtask by copying an existing task.

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. ![Subtasks](https://3670270150-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LbxWaexmzqc9FHYL1l4%2F-Mb1nAPU66881eb8NXS0%2F-Mb2ROcJ-Wt7MgRlCTIZ%2Fimage.png?alt=media\&token=863dd22d-2b38-44a8-8427-9753e3191ea2) You can decide whether the changes you make to a main task should also be applied to its sub-tasks from the Sub-task Operation on the Project’s Settings > Details page. For more information, [please visit the page](https://docs.cubicl.io/projects/project-settings#subtask-operations). ## Assign Me Button 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.

## Follow or Unfollow 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. ![Folllowers](https://3670270150-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LbxWaexmzqc9FHYL1l4%2F-Mb1nAPU66881eb8NXS0%2F-Mb2RW4a9HtHQ1gPpgve%2Fimage.png?alt=media\&token=b8ea704a-0c40-4a7b-acbd-553fdcbddf16) ## Reminders Regardless of the task dates, you can add reminders for yourself or for all followers of a task. You can access all your past notifications at any time.

Your notifications are synchronized across all open Cubicl web pages, the mobile app, and, if enabled, as browser notifications on your desktop. The reminder notification modal appears as follows.

Each reminder provides you with the following options: * Close: Dismiss the reminder. * Go to Task: Navigate directly to the related task. * Snooze: Postpone the reminder for a set duration. Snooze durations include 5, 10, or 30 minutes, as well as 1 or 4 hours.

## Task State Default task states in Cubicl are pending, active, and completed. To customize the states of a project, you must edit the [Project Settings](https://docs.cubicl.io/projects/project-settings#task-states). ![Task States](https://3670270150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LbxWaexmzqc9FHYL1l4%2Fuploads%2Fk9nLwx69sjHyHohuoTGk%2Fstates.gif?alt=media\&token=ef96a86f-0138-439c-9197-5966cdc560a6) ## Activity Logs All changes regarding the task are presented here. From here you can review the history of the task and share information about the task. ![Activities](https://3670270150-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LbxWaexmzqc9FHYL1l4%2F-Mb1nAPU66881eb8NXS0%2F-Mb2S5rBKidDdUjPNOmg%2Fimage.png?alt=media\&token=496190cc-42fc-43ff-93b2-d9e237bfd89d) 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. ## Posting 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. ### Attaching a File to a Post 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. ![Files of a Task](https://3670270150-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LbxWaexmzqc9FHYL1l4%2F-Mb1nAPU66881eb8NXS0%2F-Mb2SbL9W7VpxqoEqXGH%2Fimage.png?alt=media\&token=5d851716-059b-4f8c-a40b-c8157b56e40a) ### Tagging a User in Posts 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. ![Sending Files and Name Tagging](https://3670270150-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LbxWaexmzqc9FHYL1l4%2F-Mb1nAPU66881eb8NXS0%2F-Mb2Tpq473EsH33k_qUy%2Fimage.png?alt=media\&token=17f227a0-b9bf-4c76-8489-9e6dc7189efd) ### Tagging Everyone in Tasks Activity 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. ### Reacting to Posts with Emojis You can react to comments within task activities using emojis. The system clearly displays who left each specific emoji. When a comment receives an emoji reaction, a notification is sent to the owner of that comment.

## Editing a Task You can update all the details of a previously saved task by clicking **Edit**. You can also make certain changes directly on the task page without opening the edit screen. Every update you make is recorded in the task’s activity log. ### Live Update Examples You can **add an assignee** to a task from the task details page. Clicking on the "+" button in the assignees field opens the selection menu. The users you select from the selection menu will be added to the relevant task as an assignee. If you want to delete the assignee, you can click on the small red cross button on the top right of their profile photo.

You can **add clients** to tasks or **delete existing clients** by clicking the pencil icon in the client field. When you click on any place outside the menu, your changes will be saved.

You can **edit** or **delete dates** by clicking on the dates. When you click on a place other than calendar field, the selections you make will be saved. **NOTE:** To edit start dates, the task must have a start date that added before.

You can **change the priority** of tasks. You can select the new task priority by clicking on the priority of the task. The selections you make will be automatically saved.

You can delete the files you have added. However, files added as activities cannot be deleted immediately.

You can add or remove followers from the task.