Tasks

Updated till version 1.6.7.1

To access sections in which tasks are stored:

1. Tap the hamburger menu .
2. Tap Tasks.

Another way is to tap the down arrow and select a required section:

• 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.

Create a task

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

To check the created task:

1. Tap the hamburger menu .
2. Select Tasks.
3. Tap New or All tasks.

Edit a task

1. Tap the down arrow and select All tasks.
2. Search for a required task and tap it.
3. Tap the pencil icon

4. Edit the task fields:

   • Priority - select 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 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, tap the checkmark .

Mark a task as completed

1. Tap the down arrow and select All tasks.
2. Search for a required task and tap it.
3. Tap the following icon .

After that you should see the task in Completed list. To access the list, tap the down arrow and select Completed.

Duplicate a task

1. Tap the down arrow and select All tasks.
2. Search for a required task and tap it.
3. Tap the following icon .
4. Confirm that you want to duplicate the task - tap OK in the modal window.

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

Delete a task

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

1. Tap the down arrow and select All tasks.

2. Tap and hold on the task you want to delete. Then tap the trash icon .

   • Another way is to tap the task and then the trash icon .

3. Confirm that you want to delete the task, tap 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. Tap the down arrow and select All tasks.
2. Tap and hold on the task in which you want to change a priority. Then tap the kebab menu icon and select Change Priority.
3. Tap a required priority.

Way 2. With opening a task.

1. Tap the down arrow and select All tasks.
2. Tap the task and tap the pencil icon .
3. Select a required priority from the Priority drop-down menu.
4. On the bottom, tap the checkmark .

Change a task start/ due date

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

Way 1. Without opening a task.

1. Tap the down arrow and select All tasks.
2. Tap and hold on the task in which you want to change a start/ due date. Then tap the kebab menu icon and select Change Start Date/ Change Due Date:
3. Select a day from the list. If you need to select another date, tap Pick start day/Pick due date, tap a required date, and tap OK.

Way 2. With opening a task.

1. Tap the down arrow and select All tasks.
2. Tap the task and tap the pencil icon .
3. Select a required day from the Start Date/Due date drop-down menu.
4. On the bottom, tap the checkmark .

Assign a task

There are 2 ways to assign a task.

Way 1. Without opening a task.

1. Tap the down arrow and select All tasks.
2. Tap and hold on the task you want to assign. Then tap the kebab menu icon and tap Change Assigned User.
3. Search for a required user and tap him/her.

Way 2. With opening a task.

1. Tap the down arrow and select All tasks.
2. Tap the task and tap the pencil icon .
3. Select a required day from the Assigned to drop-down menu.
4. On the bottom, tap the checkmark .

Add a watcher to a task

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

Way 1. Without opening a task.

1. Tap the down arrow and select All tasks.
2. Tap and hold on the task to which you want to add a watcher. Then tap the kebab menu icon and tap Add watchers.
3. Search for a required user and tap her/him.
4. On the bottom, tap the checkmark .

Way 2. With opening a task.

1. Tap the down arrow and select All tasks.
2. Tap the task to which you want to add a watcher.
3. Tap the pencil icon .
4. If there are no watchers yet in the task - tap ADD FIELDS at the bottom and tap Watchers in the modal window. If there is at least one watcher in a task - tap Add watchers:
5. Search for a required user and tap her/him.
6. On the bottom, tap the checkmark .

Remove a watcher from a task

1. Tap the down arrow and select All tasks.
2. Tap a reqiured task.
3. Tap the pencil icon .
4. Scroll down till Watchers section and tap the cross icon next to the user you want to remove from watchers.
5. Confirm that you want to delete the user from watchers - tap DELETE in the modal window.
6. On the bottom, tap the checkmark .

Add a tag to a task

1. Tap the down arrow and select All tasks.
2. Tap a required task.
3. Tap the pencil icon .
4. Enter a tag name to the Add Tag field and tap the checkmark next to it.
5. On the bottom, tap the checkmark .

Change a tag for a task

1. Tap the down arrow and select All tasks.
2. Tap and hold on the task for which you want to change a tag. Then tap the kebab menu icon and tap Change Tags.
3. Search for a required tag and tap it.

Remove a tag from a task

1. Tap the down arrow and select All tasks.
2. Tap a required task.
3. Tap the pencil icon .
4. Scroll down till the Tags section and tap the cross icon on a tag.
5. On the bottom, tap the checkmark .

Change a list for a task

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

Way 1. Without opening a task.

1. Tap the down arrow and select All tasks.
2. Tap and hold on a required task. Then tap the kebab menu icon and tap Change Lists.
3. Search for a required list and tap it.

Way 2. With opening a task.

1. Tap the down arrow and select All tasks.
2. Tap a required task.
3. Tap the pencil icon .
4. Enter a required list name to the List field.
5. On the bottom, tap the checkmark .

Change a location for a task

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

Way 1. Without opening a task.

1. Tap the down arrow and select All tasks.
2. Tap and hold on a required task. Then tap the kebab menu icon and tap Change Location.
3. Search for a required location and tap it.

Way 2. With opening a task.

1. Tap the down arrow and select All tasks.
2. Tap a reqiured task.
3. Tap the pencil icon .
4. Enter a required location name to the Location field.
5. On the bottom, tap the checkmark .

Change a task status

1. Tap the down arrow and select All tasks.
2. Tap a required task.
3. Tap the pencil icon .
4. Select a required status from the Status drop-down menu.
5. On the bottom, tap the checkmark .

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. Tap the down arrow and select All tasks.
2. Tap a task and tap the pencil icon .
3. Scroll down and tap ADD FIELDS.
4. Tap 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. Tap the down arrow and select All tasks.
2. Search for a required task and tap 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. Tap the paper plane icon.

Sort/filter tasks

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

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

Attach a file/photo to a task

1. Tap the down arrow and select All tasks.
2. Search for required task and tap it.
3. Tap the pencil icon .

4. Choose an option:

   • If there are no attachments yet - tap ADD FIELDS at the bottom.
   • If there is at least one attachment in a task - tap Add attachments.

5. If you need to upload a file/photo - tap Upload file. If you need to take a photo - tap Take a photo.

6. On the bottom, tap the checkmark .

Remove an attachment from a task

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

Add an URL to a task

1. Tap the down arrow and select All tasks.
2. Search for a required task and click it.2. Search for required task and tap it.
3. Tap the pencil icon .
4. Tap ADD FIELDS and then URL. 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. Tap the down arrow and select All tasks.
2. Search for a required task and click it.2. Search for required task and tap it.
3. Tap the pencil icon .
4. Tap ADD FIELDS and then 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. Tap Set.

7. On the bottom, tap the checkmark .