VNCtask App User Manual

Updated till version 1.6.7.1

Getting started

Install VNCtask App

Search for VNCtask: Professional Task Management in the Play Store or Apple App Store and install the application.

After you have installed VNCtask, you can:

• create, update, change, and delete tasks;
• set due dates, priorities, tags, and more;
• collaborate in teams and companies.

Create an account

Before creating an account, ensure that you are using the proper URL. For this, tap "Change server URL" on the login page, enter the appropriate URL, and tap "Change".

If you have already had the account, just enter your credentials and tap LOGIN. If you need to register a new account, follow the steps below:

1. Tap Register New Account.
2. Enter your first name, last name, and email.
3. In the "Username" field, enter a username.
4. Enter and confirm your password.
5. Tap REGISTER. You should see the notification stating that "Account was successfully created. An email containing the instructions to activate your account was sent to . In case you have not received an email, please check your spam folder, whether the email has not been accidentally recognized as SPAM."
6. Search for the email with the instructions in your email, which you have specified while registering. To activate your account, tap the link, specified in the email. You should be redirected to VNClagoon login page - enter the credentials and tap LOGIN.
7. Read "Terms Of Use" and tap ACCEPT otherwise your account will not be activated.

Change/ Remove the profile photo

1. At the top, tap the hamburger menu .
2. Tap the profile photo icon.
3. Tap Upload Photo > Change.

4. Select a required photo/image and crop it.

   • If you want to remove the current profile photo/picture, tap Remove.

5. On the bottom, tap the checkmark .

Customize the language

It is possible to set 2 languages: English and German.

1. At the top, tap the hamburger menu .
2. Tap General Settings.
3. From the Language drop-down menu, select your preferred language.
4. On the bottom, tap the checkmark .

Enable/ disable the global mute

If you enable the global mute, you will mute all notifications within the application.

1. At the top, tap the hamburger menu .
2. Tap General Settings.
3. Switch the toggle on next to Global mute to enable the global mute.
4. On the bottom, tap the checkmark .

If you want to disable the global mute, switch the toggle off next to Global mute.

Enable/ disable the email notifications

If you want to receive emails about all changes within tasks, you can enable the email notifications.

1. At the top, tap the hamburger menu .
2. Tap General Settings.
3. Switch the toggle on next to Email notifications to enable the email notifications.
4. On the bottom, tap the checkmark .

If you want to disable the email notifications, switch the toggle off next to Email notifications.

Enable/ disable notifications for edited tasks

By default you should receive emails about all changes within tasks, which you edit. But if you want to disable this option, follow the steps below:

1. At the top, tap the hamburger menu .
2. Tap General Settings.
3. Switch the toggle on next to Disable notifications for my tasks.
4. On the bottom, tap the checkmark .

If you want to enable the option, you just need to switch the toggle on.

Check VNCtask App version

1. At the top, tap the hamburger menu .
2. Navigate to About > Version & Changelog.

Access FAQ

1. At the top, tap the hamburger menu .
2. Navigate to Help/Manual/FAQ > FAQ.

Access "User Manual"

If you need more information about VNCtask or need some instructions, you can access "VNCcontacts+ Web Client User Manual".

1. At the top, tap the hamburger menu .
2. Navigate to Help/Manual/FAQ > Manual.

Contact VNC Service Desk

You can submit a support request at any time through VNC Service Desk. Adding a support request is a good option if:

• You face any issues with your VNC Software
• You want to report a bug
• You have feature requests

To add a support request:

1. At the top, tap the hamburger menu .
2. Navigate to About > VNC service desk.
3. Tap VISIT VNC SERVICE DESK.

4. Fill in the fields:

   The fields with the asterisk are required.

   • Subject: Enter an appropriate name of the issue.
   • Project: Select the project where an issue occurs.
   • Customer: Select the customer.
   • Product: Select the product where an incident occurs or the problem is discovered.
   • Version: Select the version number of the application.
   • Impact: Select the impact area.
   • Urgency: Select the urgency level.
   • Used hardware type: Select a hardware type where an issue occurs.
   • Operating system: Select the operating system where an issue occurs.
   • Browser: Select the browser where an issue occurs.
   • Description: Enter a detailed description of an issue or recommendation. In your support request, try to provide as much detail as possible about the issue or recommendation.

5. If you need to attach something, tap Browse.

6. On the bottom, tap Create.

Access "Terms of use"

A Terms of Service agreement provide details about relationship between VNClagoon products and apps and users. It sets forth clauses that embody the rules, requirements, restrictions and limitations that a user must agree to in order to use the VNClagoon products and apps.

1. At the top, tap the hamburger menu .
2. Navigate to About > Legal notice.
3. Tap Terms of use.

Access "Data Privacy Policy"

Data Privacy Policy provides details about what type of information is collected and tracked on the website, how the information may be used, and with whom the information may be shared.

1. At the top, tap the hamburger menu .
2. Navigate to About > Legal notice.
3. Tap Data Privacy.

Log out

1. At the top, tap the hamburger menu .
2. Tap Logout.

Tasks

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 .

Lists

You can create individual lists to group tasks.

• Lists are stored in the Lists section.
• Numbers, which you can see next to each list, are the number of tasks in these lists.

Create a list

1. Tap the hamburger menu .
2. Tap Lists.
3. On the bottom, tap the plus icon .
4. Enter a list name to the field and tap CREATE.

You should see the created list in Lists

Rename a list

1. Tap the hamburger menu .
2. Tap Lists.
3. Tap and hold on a required list. Then select Rename menu option that appears.
4. Rename the list and tap UPDATE.

Delete a list

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

1. Tap the hamburger menu .
2. Tap Lists.
3. Tap and hold on a required list. Then select Delete menu option that appears.
4. Confirm that you want to delete the list, tap DELETE in the modal window.

Tags

Check the tags list

To access the Tags section:

1. Tap the hamburger menu .
2. Tap Tags.

• This is the list of all existing tags, which you added to tasks.
• Numbers, which you can see next to each tag, are the number of tasks with this tag.
• To add a tag, follow the steps from "Add a tag to a task" section.
• To change a tag for a task, follow the steps from "Change a tag for a task" section.
• To remove a tag from a task, follow the steps from "Remove a tag from a task" section.

Locations

You can add a location to a task and all related tasks will be grouped by the location in the Locations section.

To access the section:

1. Tap the hamburger menu .
2. Tap Locations:

• Numbers, which you can see next to each location, are the number of tasks in these locations.
• To change a tag for a task, follow the steps from "Change a location for a task" section.

Add a location

1. Tap the hamburger menu .
2. Tap Locations.
3. On the bottom, tap the plus icon .
4. Enter a location name to the field and tap CREATE.

You should see the created location in Locations section

Rename a location

1. Tap the hamburger menu .
2. Tap Locations.
3. Tap and hold on a required location. Then select Rename.
4. Rename the location and tap UPDATE.

Delete a location

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

1. Tap the hamburger menu .
2. Tap Locations.
3. Tap and hold on a required location. Then select Delete.
4. Confirm that you want to delete the location, tap DELETE in the modal window.

Advanced Search

Advanced Search is a powerful search service inside VNCtask that allows to apply many different filters. Advanced Search suggests the following filters:

• Search in Apps - allows to select required application for searching;
• Search through - allows to set the search through all task fields or selected ones;
• Create Date Range - allows to set the time range for searching;
• Due Date Range - allows to set the due date for searching;
• Assigned to - allows to set the search through assigned tasks;
• Projects - allows to set the search through all projects or selected ones;
• Lists - allows to set the search through all lists or selected ones;
• Tags - allows to set the search through all tags or selected ones;
• Locations - allows to set the search through all locations or selected ones;
• Include Attachments - allows to set the search through file names and content;
• Include closed tasks - allows to set the search through tasks with "Completed" status;
• Save searches - allows to enable the option to save the search results.

To use "Advanced Search":

1. In the upper-right corner, tap the magnifier icon .
2. Enter a request to the the search field and tap the filter icon .
3. Tap a reqiured filter.
4. Select a required option and tap the checkmark at the bottom.
5. Close the window with the options and tap Go.

Save found results as a template

If you want to save the search result:

1. In the upper-right corner, tap the magnifier icon .
2. Enter a request to the the search field and tap the filter icon .
3. Switch the toggle on next to Save Searches.
4. Close the window with the options and tap Go. Tap Save search. The Save filter modal window will open.
5. Enter the name in to the field and tap SAVE.

You can check the saved search result in the Saved searches section: