Tasks
Tasks in VLX help you assign, track, and manage action items tied to your inspections, projects, and general operations. Whether you're delegating follow-up actions after an inspection or scheduling recurring responsibilities, tasks ensure accountability and visibility across teams.
Tasks can be:
- One-time or recurring
- Assigned to one or more users
- Linked directly to inspections or created as generic to-dos
- Filtered by due date, assignee, or team
Tasks appear under each team and location, and can be viewed by their status: Pending, Done/Canceled, or All.
How to Create a Task
- Navigate to the Tasks tab from the sidebar.
- Click the blue + New Task button in the top right.
- Fill in the task details:
- Title (required)
- Assignees (one or more users)
- Priority (Low, Medium, High)
- Recurrence (One-time only or Recurring)
- Due Date
- Instructions (optional detailed description)
- Attachments (optional)
- Under Assignments, choose:
- Generic Assignment: a basic to-do without a linked inspection
- Conduct an Inspection: assign a user to complete a new or existing inspection
- Choose a team
- Select a template (or use a Free Form)
- Click Create to assign the task.
Note: For example, you can assign a recurring “Weekly Store Cleanliness Audit” task every Monday linked to a specific template.
Task Views and Filters
Tasks are automatically grouped by due date:
- Overdue
- Due Today
- Due within 7 Days
- No Due Date
- Due Later
You can also:
- Switch tabs between Pending, Done/Canceled, or All
- Filter tasks by Assignee, Creator, Team, and more
- Search tasks by keyword
Updating and Completing Tasks
Once created, tasks appear in a chronological view. From the task list, you can:
- Change the status (To Do, In Progress, Done, or Canceled)
- Click the three dots to edit or delete a task
- View linked inspections or attachments
Note: Tasks are especially helpful in managing inspection cycles, corrective actions, or client service commitments across distributed teams.