Task Workspace Record Tabs

The standard workspace for tasks includes these tabs.

  • Summary—Contains all key fields for the task. You can also select a record with which you want to associate the task. Depending on the height of the Service Console on your screen, the key fields might display on the content pane, rather than on a separate Summary tab.
  • Attachments—Contains the attachments associated with the task. The tab displays the file name, size, date created, date updated, and a description for each attachment.
  • Audit Log—Lists the actions taken on the task, including the time the action was taken, who carried out the action, what the action was, and a description of the action.
  • Notes—Contains task notes that can be sorted by date. Remember that customers never see the task notes added by staff members.