Task Details
The Task Details view provides comprehensive information about an individual task and allows you to update the task if you have the necessary permissions. This page outlines the key features and functionality available in the Task Details view.
In addition to standard task information, endpoint tasks include extra data and views. See Endpoint Details for more information about endpoint data and behavior.
Opening the view
The Task Details view is normally opened in a sidebar when you click on a task from a primary view. You can also open the Task Details as a primary view by CTRL-clicking on a task name or task key. This will open the Task Details in a new browser tab.
Header and controls
This section describes the user interface elements found at the top of the Task Details view, including task identification, notifications, and the action menu:
Task key: Displays the project abbreviation and task UID, forming a unique identifier for the task. Clicking the task key opens the Task Details in a new tab, and a link icon next to the task key copies the task URL to your clipboard.
Notifications: A bell icon next to the task key enables you to subscribe or unsubscribe from notifications for the task. A blue bell icon indicates active subscription. Visit the Notification Settings documentation for more information.
Task name and project badge: The task name appears as the page title, and a colored project badge with the project name is displayed to the right of the task name. Clicking the badge takes you to the Project Details view.
Action menu: This menu, located at the top-right, provides options such as subscribing or unsubscribing from notifications and deleting tasks. Deleting a task is only available for backlog and non-project tasks. For project tasks, links must first be removed to convert the task into a backlog task before it can be deleted.
Layout and display
The layout of the Task Details page varies based on the size of your browser window:
Small sidebar: Components are displayed in a single column.
Large sidebar or primary view: The layout adjusts to show up to three columns, depending on the browser window size.
View tabs
The Task Details view has multiple tabs, each focusing on different aspects of task management:
Task Details: This is the main tab covered in this page.
Checklist: Allows you to break a task into smaller checklist items. Checklists add detailed breakdowns without overcomplicating the schedule. Read the Checklist documentation to learn more.
Task History: View a history of changes made to the task's fields. Read the Task History documentation to learn more.
Task Links: Manage task predecessors and successors. Read the Task Links documentation to learn more.
Impact Chain: View the impact chain of the task. Read the Impact Chain documentation to learn more.
Task fields
The fields displayed in the Task Details view are described in detail on the task fields documentation page. However, it is important to clarify the use of the following text entry fields, which can sometimes be confusing due to their similar nature:
Description: This field allows for rich text formatting, attachments, and user mentions. It is primarily used to provide detailed descriptions and context for the task, including requirements, instructions, or any important task details.
Status Comment: Use this field to provide updates on the current status of the task. For example, you can explain why there were delays or provide other status-related information. This field is specifically designed for communicating about the task’s current state and duration.
Microsoft Project Notes: This is a plain text field that synchronizes with Task Notes in Microsoft Project, if you're also using Fusion Desktop. If you are not using Microsoft Project or Task Notes, it is generally better to use the Description field since it offers more formatting capabilities and functionality. You can hide this field for the entire project from the Project Options.
Prioritizing in Task Details
In the Task Details view, you can set or change a manual priority by clicking the priority icon to the right of the Assignee field. You can only set a priority if the task has an assignee and if you have permission to update this user's priorities.
Resource assignments
The Resources field allows you to manage the resources allocated to the task. When you click on the Resources field, a dialog opens where you can assign, remove, or adjust the resources tied to the task.
Managing resources in the dialog
In the resource assignment dialog, you can:
Add resources: Search for and select resources from the project’s resource sheet. If the desired resource is not found, you can create a new resource by typing its name and clicking the "Create" option in the selection list.
Remove resources: Click the delete icon to the right of the resource to remove a resource assignment.
Adjust resource units: Modify the number of units for each assigned resource to reflect the capacity needed for the task.
You must have permission to update the project in order to create and assign a new resource that is not already in the project's resource sheet.
Attachments
You can upload and manage file attachments related to the task through the Attachments section. This allows you to store any files relevant to the task directly within the Task Details view, making them easily accessible to team members. You can drag and drop files directly onto this section or click the Upload File link to browse for a file on your computer.
Custom fields
If custom fields are associated with the project, you will see a Custom Fields section within the Task Details view. These fields are project-specific and, if marked as editable, can be updated directly in this view. Read the Custom Fields documentation to learn more.
Comments
The Comments section allows users to post comments about the task, facilitating discussions and collaboration. Comments can include file attachments and user mentions, enabling focused communication about the task. Each comment is timestamped and includes the name of the user who posted it, allowing for an organized conversation trail.
Special task types
Certain task types in Fusion Online have unique behaviors and UI impacts. Here are some key types:
Non-project task (NPT)
Description: Non-project tasks (NPTs) are tasks that are not associated with a formal project. They are designed for personal task management, allowing you to handle tasks that might become urgent over time.
Urgent Date: Non-project tasks can become urgent on a specific date. For example, you might have a task that’s not urgent now but will become urgent closer to a deadline, such as preparing a presentation.
Constraints: You can set a "Start no earlier than" constraint if the task has a specific start date.
Visibility: You can control task visibility using the Default Visibility option:
Public: All users can see the task.
Organization: Only users in your organization can see the task.
User Groups: You can specify user groups that can view the task.
Private: Only you can view the task (system administrators can still see private tasks).
Organization field: This field allows you to specify an organization for the task, especially useful for NPTs that are shared across multiple users.
Checklist task
Description: Checklist tasks are subtasks created under a parent task. They break down the task into smaller, actionable items.
UI impact: The Parent Task field replaces the Project field and shows the name of the parent task, providing a link to navigate to it.
No Duration: Checklist tasks can be set to No Duration, which is not possible for other task types.
Resources: Checklist tasks cannot have resource assignments.
Summary task
Description: Summary tasks are created in Microsoft Project and uploaded to Fusion Online using Fusion Desktop. They act as roll-ups of data from their subtasks and cannot be directly scheduled.
Task State and Duration: These fields cannot be edited for summary tasks; they are calculated automatically from the subtasks.
Resources: You cannot assign resources to summary tasks.
Task Groups and Managers: Task groups and managers cannot be assigned to summary tasks.
Subtasks tab: Summary tasks display a Subtasks tab that lists all associated subtasks. You can click the Summary Task field in a subtask to navigate back to the summary task.
While it is possible to link summary tasks to other tasks, this is generally discouraged as it can complicate the network structure. The project scheduler applies summary task links to the subtasks, which may obscure dependencies and make it harder to analyze the impact chain effectively.
Subproject reference task
Description: Subproject reference tasks link tasks across different projects, forming part of a larger program. These references are created using Fusion Desktop.
Task State and Duration: These fields cannot be edited; they are calculated by the project scheduler.
Resource Assignments, Task Groups, and Managers: Subproject reference tasks do not allow resource assignments, task groups, or managers.
Subproject and Subtask Fields: These fields show the names of the linked subproject and subtask, with links to navigate to the respective entities.
Backlog task
Description: A backlog task is a project task that is not yet scheduled and not associated with an endpoint. These tasks remain in the backlog until they are linked to another task or scheduled.
Backlog icon: A backlog icon
appears next to the task name in the page title.Deleting Backlog Tasks: Backlog tasks can be deleted directly from the action menu. If a backlog task has no successor tasks, it can be converted into an endpoint.
Creating new tasks
You can create a new task by clicking the + create new task link at the top of any task view, or by using the Create button in the application header. When creating a new task, the Task Details view is displayed with a layout similar to that of an existing task.
Project task
Requires selecting a project. The project you select is remembered from your last task creation for convenience. Once a project task is created, it cannot be moved to a different project.
Non-project task
Assigned to you by default, but you can reassign it to another user. The visibility of non-project tasks defaults to your profile settings. You can also set an Urgent Date to indicate when the task will become urgent.
Note: Custom fields and additional tabs (like Checklist or Task Links) become available only after saving the new task.
Jira Task Key
The Jira Task Key field in Task Details links a Fusion task to a specific issue in Jira. Once a project is connected to Jira through Project Details → Jira Integration, this field becomes available for every task in that project.
Selecting a Jira task
Locate the Jira Task Key field.
Begin typing the Jira issue key (e.g.,
PROJ-123) or a keyword from the issue summary.Fusion will search the Jira projects authorized for this Fusion project and display matching results.
Select the issue you want to link.
See also
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