Project Task Board Overview

The Project Task Board shows the status of the following:

• From a project record page: all project tasks on the current project, taking into account the filter options that are selected from the filter panel.
• From an app page, such as workspace, all project tasks a user owns or is assigned to, and any other project tasks on projects the user manages, taking into account options selected from the filter panel.

For more information on filters, see Filtering Project Tasks.

You can use the Project Task Board to view and update the status of the tasks displayed. Filters and a search box are available to help you find the tasks you need.

You can use the Project Task Board to view or update the status of the tasks displayed and manage resources for individual tasks. Filters and a search box are available to help you find the tasks you need.

Viewing Record Details

The Record Details panel enables you to view details of records that are related to the currently selected record without leaving the current page. You can switch between the following tabs on the Record Details panel, where available.

You can view the information associated with the assigned milestone in the Milestone tab.

The following fields are displayed by default in the Milestone tab:

• Name
• Status
• Target Date