Guide · Planning and tracking work

Open an item: details, comments, links and history

Change an item in its panel, talk about it, link documents to it and see what has happened to it.

Updated 31 October 2026

Choose an item's row, or its card on Kanban, to open its panel at the side. The cross at the top closes it.

Details

  • The title is at the top: change it and click away to save.
  • Every field of the type follows. A field marked * is required.
  • Container is where the item lives. Type a department or project to move it there.
  • Depends on: what the item waits for. See Dependencies between items.
  • Waits for Flow: a Flow run the item waits for. See Make a task wait for a Flow run.
  • Sub-tasks, with their hours. Choose one to open it.

Comments

On Comments, write in the box and choose the send button. Type @ to mention someone: they are told. You can Edit or Delete your own comments.

Resources

On Resources, choose Add resource link to link a document or web page: give a name and the link, and optionally an owner, a date and a description. Then choose Add link. Files cannot be uploaded; link to where the document is kept.

Activity

Activity lists every change to the item, who made it and when, including news from Flow.

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