## Overview

A **task's detail view** is where your team collaborates around what needs to get done. In one place
you can **discuss in comments**, **involve people who aren't the assignee** (watchers), **split the
work into checklist items**, **attach files**, **track everything that changed** in the activity
timeline, and **link the task** to a conversation, contact or CRM deal. The task stops being just a
reminder and becomes the place where the work actually happens.

## Prerequisites

- The **Tasks module enabled** for the account. With it turned off, the features below don't appear.
- An **existing task** — everything on this page lives inside a task's detail view.
- A **valid email** on your user profile, so you receive the task's notifications.

## Step by step

1. Open the **Tasks** area and click the task you want to work on to open its detail view.
2. Use the **Comments** area to write and reply to team messages about the task.
3. Add **watchers** to include colleagues who need to follow the task without being responsible for
   it.
4. In the **Checklist**, create items, set an assignee and due date for each, and check them off as
   you finish.
5. In **Attachments**, upload the relevant files (or reuse media you've already saved).
6. Open the **Activity** tab to see the history of what changed on the task.
7. Use **Links** to connect the task to a conversation, contact or CRM deal.

## Settings & options

### Comments

Comments are the **team discussion inside the task**. Each comment records **who wrote it** and is
visible to everyone with access to the task. When a comment is created, the platform fires an
**internal event** that feeds automations and webhooks — that's how the people **involved in the
task** find out about the new message. You can edit or delete your own comments.

### Watchers

A **watcher** is a user who is **not the assignee** but who starts **receiving that task's
notifications**. Use watchers to keep a manager, a peer or another team in the loop. Each user joins
as a watcher **only once** — the platform deduplicates per user, so adding the same person again
never creates duplicates. You can also **add yourself as a watcher** of a task you want to follow,
and remove any watcher when it's no longer needed.

### Checklist

The **checklist** breaks the task's execution into **smaller items**. Each item can have:

- **Title** — what needs to be done.
- **Assignee** — who the item is assigned to.
- **Due date** — the item's deadline.

You **check and uncheck** each item as you go, and when you complete one the platform **records who
completed it**. Items can be **reordered** to match the real sequence of the work.

### Attachments

**Attachments** are the files kept on the task (documents, images, spreadsheets and so on). You can
**upload a file** directly or **reuse media already saved** in the library, with no need to upload it
again. Each file respects the **upload size limit** configured for the account. Every attachment
added also produces an entry in the **Activity** timeline.

### Activity

The **Activity** tab is the task's **append-only timeline**: it shows, in order, **what changed** —
creation, status change, assignee change, completion, reopening, a checklist item completed, and an
attachment added. Because it's **read-only**, the history **can't be edited or deleted**, giving you
an auditable trail of what happened.

### Links

**Links** relate the task to another record: a **conversation**, a **contact** or a **CRM deal**. The
link is always **within the same account** — pointing to a record from another account is **rejected**
(an invalid response) and never crosses accounts. For conversations, the platform accepts the
conversation's displayed number. Each relationship is unique and can be removed when it no longer
makes sense.

## Use cases

- **Align the team** on a complex task by keeping the discussion in comments instead of scattering it
  across channels.
- **Split execution** of a deliverable into checklist items, each with its own assignee and due date.
- **Keep an auditable history** of what happened, using the Activity tab as the trail.
- **Connect the task to support and the CRM**, linking it to the originating conversation, the
  contact and the related deal.

## Tips, limits & best practices

- Use **watchers** to involve people who need to follow along (a manager, another team) without
  handing over responsibility.
- Prefer **checklist items** for fine-grained steps inside a single deliverable, rather than creating
  heavy subtasks for every micro-step.
- Remember: **links don't cross accounts** — you can only relate records from the same account.
- The **Activity is append-only**: treat it as the source of truth for history, not something
  editable.

## Troubleshooting

- **I didn't get a notification for a task**: confirm you are the task's **assignee** or a **watcher**
  and that there's a **valid email** on your user profile.
- **The link was rejected**: the record you referenced probably belongs to **another account** — in
  that case it's treated as invalid. Only link records from the current account.
- **A checklist item won't reorder**: check that you have edit permission on the task and reload the
  detail view before trying to reposition again.
- **The attachment was rejected**: the file may exceed the account's **upload size limit** — shrink
  the file or talk to an administrator.

## See also

- [Task panel in the conversation](/hc/ajuda/articles/tasks-painel-na-conversa-en)
- [Subtasks, dependencies, recurrence and reminders](/hc/ajuda/articles/tasks-subtarefas-dependencias-recorrencia-lembretes-en)
- [Tasks overview](/hc/ajuda/articles/tasks-overview-en)