Task Workspace

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Overview

Task workspaces are accessible through the task view. Each task workspace allows users to access a task's chat channel, files and notes associated with the task, and task settings. Through these sections, users associated with a task can communicate, share data, update tasks, and much more.

Task workspaces are viewable from list and kanban views. By simply clicking on a task, a side panel opens on the right side of the screen with access to the task's workspace.

Accessing the Task Workspace

When working from task

Below is an example of how the task workspace is accessed:

Task Workspace Layout

Below is a sample of the task workspace layout:

• A. Task Workspace: This side panel slides open when a task is selected.
• 1. Files: Dispalys shared files and notes. Notes can also be edited from here.
• 2. Chat: Accesses the chat area which displays user and system messages, survey forms, and shared files.
• 3. Details: View and edit task settings.