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An Introduction to Navgar Tasks

Written by Markus Taylor
Updated over 2 weeks ago

Introduction To Tasks - English


Tasks in Navgar

The Navgar Task module is the operational core of execution. It allows you to create, manage, assign, organize, and complete tasks — the fundamental units of work across flows, projects, and entities.

Tasks can be created:

  • Directly inside the application using the Internal Command Bar

  • Through supported external interfaces (WhatsApp, SMS, system toolbars — covered separately)

The system is designed for immediate capture, structured visibility, and controlled execution.


Anatomy of a Task

Each task appears as a structured row in the task table. Available columns include:

Core Fields

  • Task Name

  • Chat Button (discussion, notes, internal collaboration)

  • Alerts (New, Overdue indicators)

  • Status (Open, Snoozed, Completed, Skipped)

Ownership & Timing

  • Due Date

  • Owner

  • Created By

  • Created On

  • Updated On

Classification & Context

  • Description

  • Tags

  • Source (Flow Task or Standalone Task)

  • Friendly Code (unique task identifier)

Workflow Relationships

  • Flow Template Name

  • Flow Instance Name

  • Associated Project

  • Associated Entity


Task Actions

Each task row ends with a triple-dot menu containing:

  • Snooze

  • Reassign

  • Set Due Date

  • Tags

  • Assign to Project

  • Assign to Entity

  • Delete

These actions allow modification of scheduling, ownership, and structural relationships without leaving the table view.


Snoozing a Task

Snoozing temporarily removes a task from your active work views until a specific date and time.

When you Snooze a task:

  • Its status changes to “Snoozed.”

  • It is removed from active execution views, including Today.

  • It remains inactive until the selected reactivation date and time.

  • At that moment, it automatically returns to active status.

Snoozing is appropriate when:

  • You cannot act on a task yet.

  • You want it to resurface at a precise future moment.

  • The task is not actionable now but should not be forgotten.

Snooze vs. Due Date

These functions serve different purposes:

  • Due Date defines when a task is expected to be completed.

  • Snooze defines when a task becomes visible again.

A task can have a future due date and remain active.
A snoozed task retains its due date unless manually changed.

Snooze vs. Someday (Planning Module)

  • Snooze = Time-bound deferral with automatic reactivation.

  • Someday = Indefinite parking without a defined execution date.

Snooze is controlled postponement.
Someday is optional backlog.


Batch Actions

Tasks can be selected in bulk for multi-item execution.

Available batch actions include:

  • Snooze

  • Move to Today

  • Move to Upcoming

  • Move to Someday

  • Add Tags

  • Reassign

  • Assign to Project

  • Assign to Entity

  • Delete

This enables rapid restructuring of workload.


Customizing Your View

Column Configuration

You can:

  • Add or remove columns

  • Rearrange column order

  • Pin columns

  • Restore hidden columns

Density Settings

Adjust row spacing using Density:

  • Compact

  • Standard

  • Comfortable

This allows you to balance information density with readability.


Filtering & Sorting

Navgar supports advanced filtering across any column.

You can:

  • Select a column

  • Choose an operator (e.g., contains, is, before, after)

  • Filter against any value within that column

Examples:

  • Status is Open

  • Task Name contains keyword

  • Due Date before a specific date

  • Created By equals specific user

  • Tags contains specific label

Multiple filters can be layered simultaneously.

Sorting options include:

  • Newest First

  • Due Date

  • Last Updated

  • Alphabetical

This provides granular control over workload visibility.


Completing Tasks

Tasks can be marked complete via:

  • The checkbox on the left side of the row

  • The completion control inside the task chat

Completed tasks are removed from active execution views but remain accessible through filtering.


The Planning Module (Subset of Tasks)

The Planning Module organizes tasks by execution timing rather than structural origin. It is a focused execution layer within Tasks.

It contains three sections:


Today (Default Planning View)

Today is the default view within the Planning module.

When entering Today:

  • You receive notifications about Inbox tasks due today.

  • You are prompted to migrate:

    • Tasks due today

    • Overdue tasks

    • Tasks carried forward

When creating a new task from the taskbar, you can immediately open and designate it as a Today task.

Today represents your committed execution list.


Upcoming

Displays tasks with future due dates.

These tasks are scheduled but not yet prioritized for immediate execution.

Upcoming functions as your forward pipeline.


Someday

A repository for tasks without a defined execution date.

Use Someday for:

  • Ideas

  • Non-urgent initiatives

  • Lower-priority work

  • “Nice to do” items

Someday differs from Snooze:

  • Snooze hides a task until a specific date and time.

  • Someday keeps the task visible within a long-term backlog without a defined reactivation point.


Conceptual Model

Navgar separates task management into four distinct control layers:

  • Structural context — Flows, Projects, Entities

  • Execution timing — Today, Upcoming, Someday

  • Visibility control — Filters, Columns, Density

  • State control — Open, Snoozed, Completed, Skipped

This layered design allows you to capture quickly, prioritize intentionally, and execute without friction.

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