Tasks / To-Do Module

Organize tasks, set priorities, and manage to-do items within SOGo 5's task management module.

info

In many SOGo deployments, the Tasks module appears only when SOGoDocumentsEnabled is set to YES in the server configuration. Your administrator may also need to enable the Tasks module explicitly via additional server settings.

Prerequisites

• A SOGo 5 account with valid credentials
• Tasks module enabled in SOGo configuration
• You are logged into SOGo 5

Features Overview

Feature: Description	Description
Task Lists	Create multiple task categories (e.g., personal, work, projects)
Priority Levels	Urgent, High, Medium, Low tags
Due Dates	Set deadlines and过期 reminders
Status Tracking	Pending, In Progress, Completed, Deferred
Integration	Link tasks to events, contacts

Step-by-Step Instructions

Step 1: Open Tasks Module

In the navigation sidebar, click Tasks or To-Do to enter the module.

tip

If Tasks does not appear in the sidebar, contact your administrator to enable it through the SOGoDocumentsEnabled configuration and restart SOGo.

Step 2: Create a New Task

Option A: Quick Add

1. Click the + Task button (near the top of the task view)
2. Enter task title
3. Press Enter or click off the input field to save

Option B: Detailed Add

1. Click New Task or Create Task
2. Fill in the task details:
   • Title
   • Description
   • Priority
   • Due date
   • Related project or list

Step 3: Edit Task Details

After creation, click on the task to open the detail view and modify:

Field: Description	Description
Title	Short task name
Description	Detailed notes about the task
Due Date	When the task must be completed
Priority	Urgent, High, Normal, Low
Status	Pending, In Progress, Completed, Deferred
Complete	Checkbox to mark as done
Percent Complete	Slider for progress tracking
Category / List	Choose which task list to assign to

Step 4: Organize Tasks by Lists

Create or select task categories:

1. Click the Lists or Categories icon in the toolbar
2. Click New List
3. Name the list (e.g., "Work", "Personal", "Project X")
4. Click Save

Drag tasks to reorder within lists.

Step 5: Set Reminders

For important tasks:

1. Click the task to open details
2. Click Add Reminder
3. Specify timing:
   • On Due Date — at the exact due time
   • Minutes Before — advance notification
   • Days Before — for longer reminders

note

Wait management relies on SOGo's mail and alert infrastructure. Ensure your email is configured properly to receive task reminders.

Views and Sorting

View: Description	Use Case
All Tasks	Overview of everything pending
Due Soon	Focus on upcoming deadlines
Priority	Sort by urgency then by due date
Category	Filter by list/project
Completed	Review finished tasks

Keyboard Shortcuts

Action: Description	Shortcut
New task	Ctrl + N / ⌘ + N
Complete task	Checkmark next to item or Ctrl + Enter
Delete task	Delete key
Undo complete	Ctrl + Z / ⌘ + Z

Tasks Integration

SOGo Tasks can be linked with:

Integration: Description	How To
Calendar	Convert an event invitation to a task; set task due date to event date
Contacts	Assign owner or delegate from address book
Mail	Create task from email content (forward to task list)

tip

Use tasks to follow up on meeting actions. After a meeting, create tasks for deliverables or next steps.

Best practices

1. Use clear, specific titles: "Call Sarah" is better than "Phone" if it explains who and what.
2. Set realistic due dates: Avoid overcommitting on timing.
3. Review regularly: Schedule time weekly to review and update tasks.
4. Delete completed tasks: keep the task list clean. Archive rather than delete if you might need history.
5. Delegate where appropriate: If someone else should handle it, mention in the description or create a task for them.

Troubleshooting

Issue: Description	Possible Cause	Solution
Tasks module not visible	SOGoDocumentsEnabled set to NO	Ask admin to enable in SOGo config
Cannot create task	Write permissions missing on task list	Check ACLs on the task list
Task reminders not arriving	Mail not configured or tasks disabled	Verify mail server settings are correct
Task list not syncing	Network issue or server problem	Refresh the page or re-login
Cannot change priority or due date	Task locked by external system (e.g., mobile app)	Complete current change and retry after a sync cycle

Accessibility

Keyboard Navigation

This application supports keyboard navigation. No mouse required for completing this task.

Action	Keyboard Shortcut: What key to press	Notes: Additional information
	Navigate modules	Tab / Shift+Tab
	Select/activate	Enter or Space
	Cancel/close	Escape
	Navigate lists	Arrow keys

Screen Reader Navigation Order:

1. Sidebar navigation → Tab to enter
2. Module content → Arrow keys to navigate
3. Action buttons → Space or Enter to activate
4. Forms → Tab between fields, arrows for dropdowns

High Contrast Mode

SOGo supports high contrast and dark mode. Toggle via user preferences or use browser/OS-level accessibility settings:

• Windows: Win+Ctrl+C toggles high contrast
• macOS: System Preferences → Accessibility → Display → Increase contrast
• Browser Extensions: Dark Reader, High Contrast (Chrome)