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Task Menu / Details Panel Unavailable


Level 8
Hi all! Apologies in advance if this issue has already been posted and discussed, but I couldn't find it when I was looking through the threads! So, when I click on a task within a project, I'm not seeing the side-bar/panel that's supposed to show the task details without leaving the project tasks tab? It's my understanding from the webinar today that this is available in Beta, am I wrong? Is anyone else experiencing this? Thanks in advance for your help! Sydney
1 Reply


Level 3
The side panel doesn't pop out automatically. You can right-click on a task, or click the 3-dot menu, and select Open Summary. That opens the side summary for that task. You can leave the summary panel open and move from task to task and the information in the summary panel will update. Once you're done with the panel, just click the X in the upper corner to close it. Allison Lippert Workfront