Tasks

Updated till version 1.6.7.1

Tasks are stored in corresponding sections:

• All tasks. Contains all tasks.
• New. Contains newly created tasks. The tasks will be in this section until time is booked on them.
• Open. Contains only open tasks with "New" and "In progress" statuses.
• Completed. Contains only completed tasks with "Completed" status.
• Assigned To Me. Contains tasks, assigned to you.
• Created By Me. Contains tasks, created by you.
• Today. Contains tasks that have a due day today.
• Tomorrow. Contains tasks that have a due day tomorrow.
• This Week. Contains tasks that have a due date within the current week (Sunday to Saturday).
• Tasks I watch. Contains tasks, in which you are a watcher.
• My overdue tasks. Contains overdue tasks.

Numbers, which you can see next to each section, are the number of tasks in these sections.

A new task form has the following view:

• 1. Field for a task name.
• 2. Option that allows to select a task start date.
• 3. Option that allows to select a task due date.
• 4. Option that allows to select a task priority.
• 5. Option that allows to select a project, which a task is related to.
• 6. Option that allows to select a user who will work on a task.
• 7. Option that allows to select a list, which a task is related to.
• 8. Option that allows to create a recurring task.
• 9. Option that allows to set the time that you will spend on a task.
• 10. Option that allows to add a tag to a task
• 11. Option that allows to select a location, which a task is related to.
• 12. Option that allows to add a task description.
• 13. Option that allows to add a watcher to a task.

Create a task

1. Click New task.
2. Enter a task name to the field.
3. To set a start date, click Start date and select a day from the list. If you need to select another date, click Pick start day, click required date, and click OK.
4. To set a due date, click Due date and select a day from the list. If you need to select another date, click Pick start day, click a required date, and click OK.
5. To set a priority, click Priority and click a required priority.
6. To assign a project, click Assign Project and click a required project.
7. To assign the task to a user, click Assign User and click a required user.
8. To create a recurring task, click Repeats and click a required option.
9. To add the task to a list, click Lists and click a required list.
10. To set an estimated time, click Estimated time. Customize hours/minutes and click the checkmark.
11. To add a tag, click Tags. Enter the tag name to the field and click Enter. Then click the checkmark.
12. To add a location, click Locations and click a required location.
13. To add the task description, click Description and enter the description. Then click the checkmark.
14. To add a watcher to the ticket, click Watchers, click a required user and click the checkmark.
15. Finally click Create.

You can check the created task in New or All tasks.

Edit a task

1. Click All tasks.
2. Search for a required task and click it.
3. Click the pencil icon .

4. Edit the task fields:

   • Priority - select a required priority for the task;
   • Assigned to - select a user who you want to assign the task to;
   • Description - enter the task description;
   • Start date - select a start date for the task. If you want to select another date - tap Pick start date, tap required date, and tap OK;
   • Due date - select a due date for the task. If you want to select another date - tap Pick due date, tap required date, and tap OK;
   • Status - select a required status: New, In progress, Completed;
   • Repeats - select a required option: Every day, Every week, Every month, Every year, or Not repeat;
   • Project - select a project, which the task is related to;
   • List - select a list, which the task is related to;
   • Location - select a location, which the task is related to;
   • Estimated time - set the time that you are going to spend on the task;
   • Done - select a percentage that coincides with the task implementation rate;
   • Add Tag - enter a tag name and tap the checkmark next to it;
   • ADD FIELDS - tap the option to add a reminder, attachment, URL, or watchers.

5. On the bottom, click the checkmark .

Mark a task as completed

1. Click All tasks.
2. Search for a required task and tick the checkbox next to it.
3. Click the following icon .

After that you should see the task in Completed.

Duplicate a task

1. Click All tasks.
2. Search for a required task and tick the checkbox next to it.
3. Click the following icon .
4. Confirm that you want to duplicate the task - click OK in the modal window.

You should see that there are 2 same tasks in the list.

Delete a task

If you delete a task, you will not be able to restore it.

1. Click All tasks.
2. Search for a required task and tick the checkbox next to it.
3. Click the trash icon .
4. Confirm that you want to delete the task - click Delete in the modal window.

Change a task priority

There are 2 ways to change a task priority.

Way 1. Without opening a task.

1. Click All tasks.
2. Search for a required task and tick the checkbox next to it.
3. Click the kebab menu icon and click Change Priority.
4. Select a required priority.

Way 2. With opening a task.

1. Click All tasks.
2. Search for a required task and click it.
3. Click the pencil icon .
4. Select a required priority from Priority drop-down menu.
5. Scroll down and click the checkmark at the bottom.

Change a task start/due date

There are 2 ways to change a task start/due date.

Way 1. Without opening a task.

1. Click All tasks.
2. Search for a required task and tick the checkbox next to it.
3. Click the kebab menu icon and click Change Start Date/Change Due Date.
4. Select a day from the list. If you need to select another date, click Pick start day/Pick due date, click a required date, and click OK.

Way 2. With opening a task.

1. Click All tasks.
2. Search for a required task and click it.
3. Click the pencil icon .
4. Select a required day from Start Date/Due date drop-down menu. If you need to select another date, click Pick start day, click required date, and click OK.
5. Scroll down and click the checkmark at the bottom.

Assign a task

There are 2 ways to assign a task.

Way 1. Without opening a task.

1. Click All tasks.
2. Search for a required task and tick the checkbox next to it.
3. Click the kebab menu icon and click Change Assigned User.
4. Search for a required user and click him/her.

Way 2. With opening a task.

1. Click All tasks.
2. Search for a required task and click it.
3. Click the pencil icon .
4. Select a required user from Assigned to drop-down menu.
5. Scroll down and click the checkmark at the bottom.

Add a watcher to a task

There are 2 ways to add a watcher to a task.

Way 1. Without opening a task.

1. Click All tasks.
2. Search for a required task and tick the checkbox next to it.
3. Click the kebab menu icon and click Add watchers.
4. Search for a required user and click her/him.
5. Click Update.

Way 2. With opening a task.

1. Click All tasks.
2. Search for a required task and click it.
3. Click the pencil icon .
4. If there are no watchers yet in the task - click ADD FIELDS at the bottom and click Watchers in the modal window. If there is at least one watcher in a task - click Add watchers.
5. Search for a required user and click her/him.
6. Click Update.
7. Click the chekmark at the bottom.

Remove a watcher from a task

1. Click All tasks.
2. Search for a required task and click it.
3. Click the pencil icon .
4. Scroll down till Watchers section and click the cross icon next to the user, whom you want to remove from watchers.
5. Confirm that you want to delete the user from watchers - click Delete in the modal window.
6. Click the checkmark at the bottom.

Add a tag to a task

1. Click All tasks.
2. Search for a required task and click it.
3. Click the pencil icon .
4. Enter a tag name to Add Tag field and click the checkmark next to it.
5. Click the checkmark at the bottom.

Change a tag for a task

1. Click All tasks.
2. Search for a required task and tick the checkbox next to it.
3. Click the kebab menu icon and click Change Tags.
4. Search for a required tag and click it.

Remove a tag from a task

1. Click All tasks.
2. Search for a required task and click it.
3. Click the pencil icon .
4. Scroll down till Tags section and click the cross icon on a tag.
5. Click the chekmark at the bottom.

Change a list for a task

There are 2 ways to change a list for a task.

Way 1. Without opening a task.

1. Click All tasks.
2. Search for a required task and tick the checkbox next to it.
3. Click the kebab menu icon and click Change Lists.
4. Search for a required list and click it.

Way 2. With opening a task.

1. Click All tasks.
2. Search for a required task and click it.
3. Click the pencil icon .
4. Enter a required list name to List field and click the checkmark at the bottom.

Change a location for a task

There are 2 ways to change a location for a task.

Way 1. Without opening a task.

1. Click All tasks.
2. Search for a required task and tick the checkbox next to it.
3. Click the kebab menu icon and click Change Location.
4. Search for a required location and click it.

Way 2. With opening a task.

1. Click All tasks.
2. Search for a required task and click it.
3. Click the pencil icon .
4. Enter a required location name to Location field and click the checkmark at the bottom.

Change a task status

1. Click All tasks.
2. Search for a required task and click it.
3. Click the pencil icon .
4. Select a required status from Status drop-down menu.
5. Scroll down and click the checkmark at the bottom.

Add a field to a task

It is possible to add the following fields: Reminder, Attachment, URL, Subtask, Watchers.

• Reminder - the field allows to customize the reminder time.
• Attachment - the field allows to upload a picture, video to a task. Also it allows to record a voice message.
• URL - the field for entering an URL.
• Subtask - the field is under development.
• Watchers- the field allows to add watchers to a task.

To add a field to a task:

1. Click All tasks.
2. Search for a required task and click it.
3. Click the pencil icon .
4. Click ADD FIELDS.
5. Click a required field.

Add a comment to a task

VNCtask offers comments on tasks. With this feature, you can trace the whole task. If you are tapping the send button without typing anything then you will face an error message. You can mention users by using @name and the mentioned user(s) will get a notification.

1. Click All tasks.
2. Search for a required task and click it.

3. Enter a comment to the following field in the Comments section.

   • You can also mention users by using @name and the mentioned user(s) will get a notification.

4. Click the paper plane icon.

Sort/ filter task

You can sort/filter tasks by: due date, priority, task name, start date, status, created date.

1. Click All tasks.
2. Click the Order/Filter drop-down menu and select a required option.

Attach a file/photo to a task

1. Click All tasks.
2. Search for a required task and click it.
3. Click the pencil icon .
4. If there are no attachments yet - click ADD FIELDS at the bottom and click Attachment in the modal window. If there is at least one attachment in a task - click Add attachments.
5. Click Upload file or Take a photo. Select a required file/photo.
6. Click Save.

Remove an attachment from a task

1. Click All tasks.
2. Search for a required task and click it.
3. Click the pencil icon .
4. Click the cross icon next to a required attachment.
5. Confirm that you want to remove the attachment from a task - click Delete in the modal window.

Add an URL to a task

1. Click All tasks.
2. Search for a required task and click it.
3. Click the pencil icon .
4. Click ADD FIELDS and click URL in the modal window. You should see that the corresponding field has appeared in a task.
5. Enter a required URL to URL field.

Add a reminder to a task

You can customize a reminder for a task that will inform you before the task due date.

1. Click All tasks.
2. Search for a required task and click it.
3. Click the pencil icon .
4. Click ADD FIELDS and click Reminder.

5. If you want to get a reminder on a task due date - customize the time for on the due date option.

   • If you want to select the reminder on a custom date rather than a due date - select set the custom date/time and customize a date and time.

6. Click Set and click Save.