---
title: Tasks
slug: tasks
icon: {"faIcon":"fa-solid fa-paper-plane"}
docTags: 
createdAt: 2025-07-28T19:34:39.651Z
---

**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

1. Navigate to the **Tasks** tab from the sidebar.
2. Click the blue **+ New Task** button in the top right.
3. 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)
4. 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)
5. 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.*