View all tasks
To get a global overview of all tasks that were created in VOGSY, click [ 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.
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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. |
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Individual task card. See View a task for more information. |
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Click |
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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. |
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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. |
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Create a new task by clicking New Task. |
View by due time
The alternative setting for viewing tasks is By due time.
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Alternative columns that allow you to manage tasks by when they are due. These columns cannot be renamed. |
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Individual task card. See View a task for more information. |
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Click |
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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. |
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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. |
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Create a new task by clicking New Task. |