Create & manage tasks
Mike Avery avatar
Written by Mike Avery
Updated over a week ago

Goal: create follow-up tasks from around the Kato pages to help you keep ontop of your todos.

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' β†’ '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.

πŸ“„ Add details & relationships

When creating a task there are 4 main parts to complete:

  1. Title and type.

    1. Give the task a memorable title

    2. Select the task type from the dropdown to help categorise it

  2. Start, End and repeaters.

    1. Add start / end dates and times to define when the task is due

    2. Repeaters can be set to auto repeat the task daily / weekly / monthly etc

  3. Assignee and extra notes.

    1. Define who is to complete the task (the assignee)

    2. Add extra details to the task in the notes section

  4. Relationships.

    1. Attach the task to the relevant related records e.g. a contact or property

    2. These are often pre-filled with the info of the record you are creating the task from

πŸ§‘β€πŸ’» View your tasks

To view your tasks, jump into the tasks section on the navigation.

  1. View via calendar or list view

  2. Filter by tasks type, assignee or status

  3. Click to view the task details

βœ… 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.

πŸ“£ 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:

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