Task profile
What This Does
The Task Details modal opens when you click a task name from the Task List. It is the central hub for managing a single task — updating status, tracking time, managing checklists, adding comments, viewing attachments, and reviewing activity history.
The Page
Header: Task Details #[ID] — View and manage task information
Breadcrumb: Client Name / Task Type / Period
Top Right Actions
| Button | What It Does |
|---|---|
| Export | Exports task details to Excel |
| Status dropdown | Change the task status inline (red = Pending, green = Completed) |
| Track Time | Opens the Time Tracking modal for this task |
| Close (×) | Closes the modal and returns to the Task List |
Left Panel
Client Notes
Notes added at the client level — these appear on every task belonging to that client. These are read-only on the task; they are added and managed from the client profile. Shows "No Client Notes" if none are set.
Description
Click "Click to add description…" or the pencil icon (✎) to add or edit a task-level description. Supports rich text formatting.
Tabs
Checklist Tab
Displays the checklist for this task. Checklist items can be created in two ways:
- Manually — using "+ Add New Item" directly on this task
- Automatically — via a checklist template configured under Settings → Checklist
Each checklist item shows:
- Item number and name
- Toggle switch — click to mark as complete (item turns green with strikethrough text)
- Created by / marked complete by, with timestamp and See Full Log link
Important: If a task has a checklist, all items must be toggled ON (completed) before the task status can be changed to Completed. The system will not allow completion until every item is done. Toggling an item can be reversed.
Checklist actions:
| Action | Description |
|---|---|
| Toggle switch | Marks the item complete (green + strikethrough); can be toggled back |
| + Add New Item | Adds a new checklist item manually to this task |
| Add Items from Template | Pulls checklist items from a saved template (Settings → Checklist) |
| Show Deleted Items | Reveals any checklist items that were previously deleted |
Comments Tab
Displays all comments on this task in chronological order. Users can:
- Add new comments
- Edit their own comments
- Delete their own comments
Attachments Tab
Shows all documents attached to this task, including:
- Files uploaded by team members directly on this task
- Files uploaded by the client via the Client Portal
Activity Tab
A complete history log of all actions taken on this task — status changes, checklist updates, user assignments, comments, and more. Each entry shows who performed the action and when.
Right Panel
Details
| Field | Required | Description |
|---|---|---|
| Users | Yes | Other users (managing users) assigned to this task — multi-select |
| Due Date | Yes | Task due date — editable |
| Working User | No | The user responsible for doing this task — single select |
| Star | No | Click ☆ to mark as priority task |
Fees Tracking
| Field | Options |
|---|---|
| Fees Status | Not Billed / Billed / Not Billable / Amount Received |
GST Filing Details (appears only after GST task is completed)
When a GST task is successfully marked as Completed and the return is verified via GSTN, this section appears automatically:
| Field | Description |
|---|---|
| ARN | Acknowledgement Reference Number fetched from GSTN |
| Filing Date | Date the return was filed, as confirmed by GSTN |
Custom Fields
Displays any custom fields configured for tasks (Settings → Custom Fields). Click + Add Field to add a new custom field. Each field has a text input and a Save button.
Track Time Modal
Click Track Time to open the time tracking modal for this task.
Fields:
- Task — pre-filled with the current task details
- Type — choose Automatic Time Tracking or Manual Time Tracking
- Track Time — click Start to begin tracking
Time Tracking Activity for the task shows all time entries logged against this task, split into two sections:
| Section | Columns |
|---|---|
| Automatically Tracked | User, Start Time, End Time, Total Time, Comment, Action (edit/delete) |
| Manually Tracked | User, Start Time, End Time, Total Time, Comment, Action (edit/delete) |
A Total Time Tracked row summarises all automatically tracked time. An Export button exports the time log to Excel.
GST Task Completion — GSTN Verification
For GST tasks, changing the status to Completed triggers a real-time check against the GSTN server:
If return is NOT filed:
⚠️ "Return not filed — Task GSTR-1 (Monthly) (Dec 25) could not be changed to Completed as return is not filed as per GSTN records."
The status remains unchanged.
If return IS filed:
✅ "Return filed successfully — Task GSTR-1 (Monthly) (Dec 25) has been changed to Completed as return filing is successfully confirmed from GSTN server."
The status changes to Completed, the ARN number and date of filing are saved under GST Filing Details, and all checklist items are marked complete automatically.
Bottom Actions
| Button | Description |
|---|---|
| Delete Task | Permanently deletes this task — shown in red |
| Close | Closes the modal and returns to the Task List |