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Click any task on the Tasks page to open it in a detail panel. From there you can edit properties, add comments, and manage the task lifecycle.

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Edit a task

The detail panel has two tabs: Overview and Comments. The Overview tab displays all editable properties:
  • Title — click the title text to edit inline
  • Description — click the description area to edit inline
  • Priority — select urgent, high, medium, or low
  • Label — choose a color-coded task label
  • Assigned to — change the responsible team member or team
  • Relationship — link to a different client, prospect, other contact, or business
  • Due date — pick a new date or clear it. Select a time to set a specific-time deadline instead of all-day.
  • Project — click + Add to project to link the task to a project and optionally a milestone. Click the project name to change or remove it.
  • Related records — click + Add record to link to other records in Slant
  • Attachments — click + Add attachment to attach files (up to 20 per task, 10 MB each)
Changes save automatically.

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Complete a task

Click the checkbox next to the task title — either in the task list or in the detail panel. To mark a completed task as incomplete, click the checkbox again.

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Add a comment

Open the task and switch to the Comments tab. Type your comment and submit it. Comments are visible to all collaborators on the task.

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Manage collaborators

Collaborators receive notifications when a task is updated. To add or remove collaborators, click the icon in the top-right corner of the detail panel. The assignee is automatically added as a collaborator.

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Make an existing task recurring

You can convert any existing task into a recurring task from the detail panel.
1

Open the task

Click the task to open the detail panel.
2

Click + Make recurring

In the Repeats row, click + Make recurring.
3

Set the schedule

Choose the due date, repeat interval (1—12), and unit (days, weeks, or months). Click Make recurring to confirm.
The task becomes the first in the series. Future tasks are scheduled automatically.

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Stop a recurring task

If a task is part of a recurring series, the Repeats row shows the recurrence schedule and when the next task is due. Hover over the recurrence badge and click the icon, then confirm by clicking Stop repeating. Existing tasks in the series are not affected — only future tasks stop being created.

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Delete a task

1

Open the detail panel

Click the task to open it.
2

Open the menu

Click the … menu in the top-right corner.
3

Select Delete task

Confirm the deletion.
Deleting a task is permanent and cannot be undone.

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Bulk actions

Press Shift to toggle multi-select mode, then click tasks to select them. The selection bar at the bottom of the page lets you:
  • Mark complete or Mark as incomplete — toggle the status of selected tasks
  • Assigned to — reassign all selected tasks to a different user or team, or unassign them
  • Priority — set a new priority for all selected tasks
  • Label — apply or clear a label on all selected tasks
  • Update due date — set or clear a due date for all selected tasks
  • Delete — permanently delete all selected tasks
Press Escape to exit multi-select mode.

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FAQ

Yes. Use the up and down arrows at the top of the detail panel to move to the previous or next task. The counter shows your position (e.g., “1 of 25”).
The assignee and all collaborators receive notifications when the task is updated, completed, or reassigned.
Yes. Click the checkbox again to mark the task as incomplete. The completion timestamp is cleared.

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Next steps

Creating tasks

Create and assign new tasks

Recurring tasks

Set up tasks that repeat on a schedule

Task labels

Manage task labels