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Task Detail

Use task detail to move a single work item to completion. This page combines the task brief, linked resource, collaboration notes, assignment controls, and the history of what changed.

This task needs a clear next step

Use the quick actions when the task is already complete or when it should stay active while you keep working from the linked resource.

Info1Action banners appear at the top when quick actions are needed, like confirming task completion or setting a due date. They include quick action buttons and can be dismissed.

Task Detail View

A two-column layout with task details, comments, and linked resources on the left, and action controls in a sidebar on the right.

Details

InfoEmail Thread
InfoIn Progress
Info2Status badges provide visual feedback on task progress. Color-coded for quick scanning: blue for in-progress, green for done, yellow for blocked.
WarningHigh

Description

Confirm whether the original bundle discount should be preserved before approving Jamie's staged replacement order. The customer needs the swap quickly, but the original order used promotional pricing that may need a manual check.

Assigned To

Will Deines

Created By

Garrio AI

Created

Mar 11, 2026, 10:38 AM

Due Date

Mar 11, 2026

Email Thread

This task is linked to a customer email conversation.

Subject

Can you create the replacement order for me?

From

jamie@northcoastcoffee.com

Preview

I need the large size before Friday. If you can create the replacement order for me and keep the same shipping address, please go ahead.

Info3Resource cards are the reason tasks stay useful instead of turning into disconnected notes. They preserve the source context and give you a direct jump back to the email, escalation, knowledge item, or feedback theme that created the work.

Comments (3)

Garrio AI

Mar 11, 2026, 10:38 AM

Created task from email thread. Original order #1049 used a bundle discount, so bundle pricing should be reviewed before approving the staged replacement.

Will Deines

Mar 11, 2026, 10:51 AM

Inventory is available. I'm checking whether the replacement should keep the original bundle price or ship as a straight size swap.

Will Deines

Mar 11, 2026, 11:12 AM

Bundle pricing confirmed. This can stay in the staged order, so the thread is ready for approval and send.

Info4Comments are the shared notes for the task. Use them to record what you tried, what is still blocked, and what the next owner should know.

Reassign Task

Info5Assignment controls decide who owns the next move. Team members can reassign tasks, and Professional merchants can hand eligible work to the Garrio Team for follow-through.

Update Status

Info6Status updates are not just labels. Choosing Blocked requires a reason so the team can see exactly what is preventing progress, and Done or Cancelled tells everyone the task is out of active circulation.

History

Status Changed

Will Deines • Mar 11, 2026, 10:51 AM

To Do → In Progress

Task Created

Garrio AI • Mar 11, 2026, 10:38 AM

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How to use task detail

Start with the Details card and the linked resource. That tells you why the task exists, how urgent it is, and whether the source conversation or knowledge item still needs attention before you do anything else.

Use comments like shared notes, not just final outcomes. A useful comment explains what changed, what is still waiting, and who should pick it up next if the owner changes.

Reassign the task when ownership changes, and change status the moment reality changes. If the task is blocked, record the exact blocker. If the linked preview is stale because the source item changed or disappeared, open the source first before marking the task done.

The History section is the change log. Use it to see status updates, assignment changes, and whether Garrio or a teammate created the task in the first place.