How to create a Task

Tasks can be created in two ways:

From another record

When you're on an Event, Audit, Document, Site, Asset, or Contact record, you can create a related Task directly from the 'Related' tab. The Task is automatically linked to that record.

Standalone

You can create a Task directly from the Actions module without linking it to a specific record. This is useful for ad hoc work that doesn't arise from a particular record.

How to create a Task from another record

💻 In the Vatix Workspace web app:

1. Go to the relevant module in the left sidebar (Events, Audits, Documents, Contacts, Sites, Assets, or Contacts)
2. Open the relevant record.
3. Click the 'Related' tab.
4. Click 'New Task'.
5. Enter a Task name that clearly describes what needs to be done.
6. Select the person you want to assign it to from the 'Assigned to' field.
7. Set a due date.
8. Click 'Create Task'.

What happens next:

• The assignee will receive a notification (if notifications are enabled).

• The Task will appear in their Actions list.

• The Task will appear under the 'Related' tab of the record.

How to create a standalone Task

💻 In the Vatix Workspace web app:

1. Go to 'Actions' in the left sidebar (the list icon).
2. In the 'Tasks' tab, click 'New'.
3. Enter a Task name that clearly describes what needs to be done.
4. Select the person you want to assign it to from the 'Assigned to' field.
5. Set a due date.
6. Click 'Create Task'.

📱In the Vatix app:

1. Go to 'Actions' (the square icon with a tick inside it).
2. Open the 'Tasks' tab.
3. Tap the plus icon.
4. Select 'Task' as the action type.
5. Tap 'Create'.
6. Enter a Task name that clearly describes what needs to be done.
7. Select the person you want to assign it to from the 'Assigned to' field.
8. Set a due date.
9. Tap 'Create Task'.

Note: Standalone Tasks can be linked to another record later.

If you can't find someone in the 'Assigned to' list

The 'Assigned to' list shows the first 20 active people in your organisation. Start typing a name to find anyone else.

If someone still doesn't appear, an Account Owner can check that their account is active in Settings > Organisation > Users.

To learn more about editing and completing a Task once created, read this article.