Create a task

From the Tasks view

There are two ways to create a task from the Tasks view.

Method 1

  1. Click [ checkbox marked circle outline green Tasks ] in the side panel to open the Task view.

  2. Click New task. The New task form will appear.

    create tasks from tasks view method 1
  3. Fill out the form and click Save. See Field descriptions for more information.

Method 2

The advantage of this method is that if you are in the By status view, you can create a task with the status set automatically.

  1. Click [ checkbox marked circle outline green Tasks ] in the side panel to open the Task view.

  2. Click plus blue on the appropriate column. The New task form will appear with the Status field already set to the column whose plus blue was clicked. For instance, if you are using the default statuses, and you want the ticket to have a status of Doing, click the plus blue on the second column.

    create tasks from tasks view method 2
  3. Fill out the form and click Save. See Field descriptions for more information.

From a VOGSY object

You can create a task from an organization, opportunity, or project.

  1. Open the organization, opportunity, or project from which you want to create the task.

  2. Click the object’s Tasks tab to display its list of tasks, if any.

  3. Click plus blue on the appropriate column. The New task form will appear with the Status field already set to the column whose plus blue was clicked. For instance, if you are using the default statuses, and you want the ticket to have a status of Doing, click the plus blue on the second column.

    create tasks from vogsy object
  4. Fill out the form and click Save. See Field descriptions for more information.

From a notification on your feed

Perhaps you received a notification on your Home feed that you want to follow up on later. You can create a task for it.

  1. Click the notification’s clock blue button and select [ checkbox marked circle outline Create Task ] from the pop-up menu.

    create task w popup

    The Task view will open and display the New task form.

  2. Fill out the form and click Save. See Field descriptions for more information.

Field descriptions

new task form callouts
Description Required?

number one red circle

A brief description of the task that is also shown in the task list.

Y

number two red circle

If the task is associated with a VOGSY object, set the object type here. Options are: project, opportunity, or organization.

N

number three red circle

If you have set the object type ( number two red circle sm ), you can use this search field to find the specific object to which the task should be associated.

N

number four red circle

You can assign a task to yourself or to an employee.

N

number five red circle

The current status of the task. By default, available statuses are To Do, Doing, and Done, but these can be changed or increased in the back office.

Y

number six red circle

The date on which the task should be completed. VOGSY will notify the assignee when the task is almost due.

Y

number seven red circle

The time at which the task should be completed. VOGSY will notify the assignee when the due time nears.

N

number eight red circle

A more detailed description of the task.

N

number nine red circle

Attach relevant documents here.

If this is your first time working with attachments in VOGSY, you will be required to give VOGSY permission to access your Google Drive. See VOGSY’s data handling policy for more information.

N