---
title: "Working with Task Details"
slug: "working-with-task-details"
updated: 2026-08-11T11:47:18Z
published: 2026-08-11T11:47:18Z
canonical: "help.idibilling.com/working-with-task-details"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Working with Task Details

#### Accessing Task Details

Task Details can be accessed from various locations within the Workflow application:

- Task Search Results - Click the Task Name.
- Worklist > My Tasks - Expand the Task.
- Workflow Overview Page - Click a link in the Participant Task view, then click the Task Name in the Task Search Results.
- From the Workflow Layout Page, select the Step, then click the Task Name.

#### Working with Task Details

The Task Details page lets you view and edit Task Details.

**(Show picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/85586.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A49%3A46Z&se=2026-11-14T11%3A49%3A46Z&sr=c&sp=r&sig=0DrtWgBEBar6nhM%2BPg70YwxAkUh%2FJNMMWknAnJ1g%2FnQ%3D)

Clicking **EDIT** on the Task Details view puts the following fields in edit mode.

**Show Picture**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/80511.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A49%3A46Z&se=2026-11-14T11%3A49%3A46Z&sr=c&sp=r&sig=0DrtWgBEBar6nhM%2BPg70YwxAkUh%2FJNMMWknAnJ1g%2FnQ%3D)

From here you can edit:

- Status (if the current status is not Excluded or Completed)
- Duration value and units.
- Effort value and units.
- Group
- User
- Description
- Notes - Once a note has been saved, it cannot be edited or deleted.

The Extended Data button ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/80513.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A49%3A46Z&se=2026-11-14T11%3A49%3A46Z&sr=c&sp=r&sig=0DrtWgBEBar6nhM%2BPg70YwxAkUh%2FJNMMWknAnJ1g%2FnQ%3D) opens the Extended Data for the Workflow where you can edit the User-Defined fields and Additional User-Defined fields.

**Show Picture**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/80700.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A49%3A46Z&se=2026-11-14T11%3A49%3A46Z&sr=c&sp=r&sig=0DrtWgBEBar6nhM%2BPg70YwxAkUh%2FJNMMWknAnJ1g%2FnQ%3D)

The Parameters button ![btParametersFunction](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/69149.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A49%3A46Z&se=2026-11-14T11%3A49%3A46Z&sr=c&sp=r&sig=0DrtWgBEBar6nhM%2BPg70YwxAkUh%2FJNMMWknAnJ1g%2FnQ%3D) is only available for automated tasks. This displays the Automated Task's associated parameters.

**(Show picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/69147.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A49%3A46Z&se=2026-11-14T11%3A49%3A46Z&sr=c&sp=r&sig=0DrtWgBEBar6nhM%2BPg70YwxAkUh%2FJNMMWknAnJ1g%2FnQ%3D)

The notebook icon opens the Workflow notes.

**Show Picture**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/85587.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A49%3A46Z&se=2026-11-14T11%3A49%3A46Z&sr=c&sp=r&sig=0DrtWgBEBar6nhM%2BPg70YwxAkUh%2FJNMMWknAnJ1g%2FnQ%3D)