To view a task’s detailed pop-up:
Go to Projects > Tasks from the main navigation menu.
Click on any task’s title from the table.
This opens the task in a pop-up window with full task information and management options.
The window is divided into two primary sections:
Here you’ll find:
Task Title and Status Badge (e.g., “Not Started”)
Mark as Complete Button – Use this to mark the task as finished.
Created at Date – Timestamp of when the task was made.
Related Project or Milestone – Shows any associations with a project or milestone.
Start Timer – For tracking how long you work on the task.
Timesheets Toggle Button – Expands or collapses logged time entries.
Description – Add or edit a description for the task.
Checklist Items – Create a to-do list specific to the task.
Comments Section – Collaborate with your team on task specifics.
This side panel provides key metadata and control options:
Status, Start Date, Due Date
Priority & Hourly Rate
Billable Status & Amount
Logged Time – Personal and total.
Tags – Add searchable labels.
Reminders – Set custom reminders for the task.
Assignees – Assign the task to team members.
Followers – Add users who want to stay updated.
File Upload – Drag and drop attachments related to the task.
Three-Dots Menu (⋯) – Includes Edit, Copy, and Delete actions.
The Task pop-up in ClearCRM is a powerful tool to handle task tracking, collaboration, time logging, and updates — all without leaving the page. It’s ideal for staying on top of workload details, especially in team project settings.
