Tasks, views and task types
The task is the atom of Vivotics. Everything else (projects, timesheets, automations, client action items) is built from tasks.
Anatomy of a task
Every task can carry: assignees (one or many), start and due dates, priority (low, medium, high), a task type, labels, category, milestone, estimated hours, files, subtasks, a checklist, comments, time logs and a dependency.
Task types
Types describe what kind of work it is: Task, Bug, Feature, Content, Design, Meeting. The type shows as a colored badge on the task and can be used to filter. Pick the type in the create/edit form next to priority.
Views
- List shows tasks as rows with sortable columns.
- Board groups by status; drag cards between columns to change status.
- Calendar plots tasks by due date.
- My Tasks shows everything assigned to you across all projects.
Changing status in one view changes it everywhere: it is one dataset, many lenses.
Statuses
Statuses are the board columns (Incomplete, To Do, Doing, Completed by default) and are configurable per company. Moving a task to the completed column marks it done and can fire automations: notify the client, create an invoice draft, whatever you have wired.
Approval before done
Completion can require sign-off. A task approval workflow holds the task in Waiting Approval and routes it to the manager or client for a signature; approval completes it, rejection returns it with the reviewer's notes.
Recurring tasks
Any task can repeat on a schedule (daily, weekly, monthly). Vivotics creates the next occurrence automatically; use this for retainers, reports and rituals.
Quick wins
- Press the timer button on a task to log time against it without leaving the page.
- Use Send email from this task to email a client and have their reply thread back into the task; see Email inside tasks.