---
title: "Edit task details effectively"
canonical_url: "https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/task-menu/configuration/edit-detail/"
md_url: "https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/task-menu/configuration/edit-detail.md"
last_updated: "2026-05-29T21:01:36.642Z"
description: "Learn to streamline your workflow by editing task details with our comprehensive guide on using the Edit Detail feature."
---

# Mastering the Edit Detail feature for tasks

Regardless of the task type, you will be able to select the **Edit Detail** option for the task by right clicking on the task, hovering over **Configuration**, and clicking **Edit Detail**.![](@/assets/guides/workflow-automation/files/1376/edit_detail.914x0-is.png)

The **Edit Detail** option allows you to change the name of the task, define internals notes used by the Process Administrators, and some other basic settings:![](@/assets/guides/workflow-automation/files/1376/edit_task_detail.524x0-is.png)

The only required field on the **Edit Detail** screen is the task Name. All other options are optional:

| **Option**                                                                                         | **Description**                                                                                                                                                                                                                                                   |
| -------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Name**                                                                                           | The name of the task that will appear in the Request Detail for any request of this process.                                                                                                                                                                      |
| **Description/Notes**                                                                              | Internal notes for Process Administrators. These notes are not visible to end user of the process.                                                                                                                                                                |
| **Exclude this task from Request Detail**                                                          | This option will completely hide any of the task information from the Request Detail of a request. Typically used on autonomous system tasks such as a DB Push, DB Pull, etc.                                                                                     |
| **When This task completes, set the following milestone**                                          | Selecting this option activates Integrify's built-in milestone/status option for the task. The current status of the request will be set to the value in the text box provided upon completion of the task.                                                       |
| **Data from this task will be expanded in Request Detail**                                         | The Request Detail will be automatically expanded to display all of the relevant information for the task. If the task is a Form task, all of the submitted form data will be displayed, on an approval task the option the user selected will be displayed, etc. |
| **Focus Request Detail when opened**                                                               | Selecting this box will force display of the Request Detail tab when a task recipient opens their task in their email notification (as opposed to the default of directing them to their open task tab).                                                          |
| **Groups will be displayed instead of individual recipients in Request Detail (where applicable)** | Selecting this box will force display of the group same instead of individual recipients in the Request Detail. This is useful if it is not desirable for other recipients within a request to know who is actually being assigned to other tasks.                |

---

## Related pages

- [Optimize task display settings for better efficiency](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/configuration/display-settings.md)
- [Configure task start rules](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/configuration/configure-rules-editor.md)
- [Streamline task management with dynamic naming](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/configuration/dynamic-names.md)
- [Task configuration options](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/configuration.md)
- [Customize task menu email notifications](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/configuration/notification-settings.md)
- [Master task management with reminders and timeouts](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/configuration/reminders-and-timeouts.md)