---
title: "Understanding the Task Details Pop-Up"
description: "This article helps you navigate the Task Details pop-up, where you can manage, update, and track tasks in a detailed and organized way."
url: https://help.clearcrm.com/en/articles/11164465-understanding-the-task-details-pop-up
collection: "Tasks"
updated: 2026-07-21
language: en
---

# Understanding the Task Details Pop-Up

This article helps you navigate the Task Details pop-up, where you can manage, update, and track tasks in a detailed and organized way.

## How to Access the Task Pop-Up

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.

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## Layout of the Task Pop-Up

The window is divided into **two primary sections**:

## Left Section – Task Content

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.
    

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## Right Section – Task Info & Actions

This side panel provides key metadata and control options:

## Task Info Block

-   **Status, Start Date, Due Date**
    
-   **Priority & Hourly Rate**
    
-   **Billable Status & Amount**
    
-   **Logged Time** – Personal and total.
    
-   **Tags** – Add searchable labels.
    

## Additional Features:

-   **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.
    

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## Summary

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.