Goal: Create follow-up tasks from around the Kato pages to help you keep on top of your to-do's.
This guide will show you how to add follow-up tasks against records around the Kato application.
Create tasks ✍️
Tasks can first be created from either the homepage, or from within records around Kato. Below are some examples of where tasks can be created:
From the homepage
Create a task from the homepage by clicking 'Create New' → 'Task'
From a requirement
When sending shortlist emails to prospects and clients you can set a follow-up task reminder using the box below:
From a disposal
⭐️ Pro tip: you can set up a recurring reminder to check the property and ensure the details are still correct.
Add details & relationships 📄
When creating a task there are 4 main parts to complete:
Title and type.
Give the task a memorable title
Select the task type from the dropdown to help categorise it
Start, End and repeaters.
Add start / end dates and times to define when the task is due
Repeaters can be set to auto repeat the task daily / weekly / monthly etc
Assignee and extra notes.
Define who is to complete the task (the assignee)
Add extra details to the task in the notes section
Relationships.
Attach the task to the relevant related records e.g. a contact or property
These are often pre-filled with the info of the record you are creating the task from
View your tasks 🧑💻
To view your tasks, jump into the tasks section on the navigation.
View via calendar or list view
Filter by tasks type, assignee or status
Click to view the task details
Complete tasks ✅
Once you've completed tasks don't forget to check them off as 'Complete'.
If no longer relevant then delete the task, or edit it to be set to a date in the future.
📣 Task notifications
When tasks are due you'll receive an email notification in your inbox that looks similar to the below on the morning of the task(s) being due:
