View all tasks

To get a global overview of all tasks that were created in VOGSY, click [ checkbox marked circle outline green Tasks ] in the side panel.

There are two viewing options: By status or by By due time.

View by status

The default setting for viewing tasks is By status.

tasks default view callouts

number one red circle

Status columns. By default the titles are “To do”, “Doing”, and “Done”, but you can rename the status names or even add new ones. See Add a status to the Tasks view.

number two red circle

Individual task card. See View a task for more information.

number three red circle

Click calendar clock to switch to the By due time view. Click view column to switch back to the By status view, which is the default setting.

number four red circle

Assignee filter. By default everyone’s tasks are displayed. To display the tasks that are assigned to a specific person, type their name into the field and hit Enter.

number five red circle

Object filter. Gives you the option to filter tasks by project, opportunity, organization, department, or by those that are assigned to you. By default this filter is set to All.

number six red circle

Create a new task by clicking New Task.

View by due time

The alternative setting for viewing tasks is By due time.

tasks other view

number one red circle

Alternative columns that allow you to manage tasks by when they are due. These columns cannot be renamed.

number two red circle

Individual task card. See View a task for more information.

number three red circle

Click view column to switch to the By status view, which is the default setting. Click calendar clock to switch back to the By due time view.

number four red circle

Assignee filter. By default everyone’s tasks are displayed. To display the tasks that are assigned to a specific person, type their name into the field and hit Enter.

number five red circle

Object filter. Gives you the option to filter tasks by project, opportunity, organization, department, or by those that are assigned to you. By default this filter is set to All.

number six red circle

Create a new task by clicking New Task.