Quick Create Tasks

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Overview

When you need to create a new contact, organisation, project, or program but are short on time or don’t have all the information to hand then use the Quick Create save option.

A Quick Create Task is auto-generated when you create the entry, and is there to remind you to fill in the rest of the information at a later date.

The Create and Tasks Sidebars display all of the Quick Create Tasks that have not yet completed.

  • Seedling Icon indicates that this is a Quick Create Task. Click on Seedling Icon on the card to access the created contact, organisation, project or program.

How to Create a Quick Create Task

  1. Click on Create Icon on the navigation bar.
  2. Select contact, organisation, project, or program.
  3. Complete the required fields.
  4. Click on the Quick Create save icon Save Icon.
  5. A Quick Create Task is auto-generated, as well as the contact, organisation, project, or program.

Once created, the Quick Create Task can be accessed from:

  • Create Sidebar
  • Tasks Sidebar

See our User Guides for interactive steps on creating a new contact, organisation, project or program.

Edit the Quick Create Task

To edit a Quick Create Task:

  1. Click on the Quick Create Task to be edited.
  2. The Edit Task sidebar is displayed.
  3. Make the required changes
  4. Click on Save.
  5. The task is updated.

Complete the Quick Create Task

Quick Complete

To mark a Quick Create Task as complete:

  1. Display the Create or Tasks sidebar.
  2. TICK the task to mark it as complete.
  3. Add in allocated Time and/or Costs if required.
  4. The task is marked as completed.
Completed Quick Create Task

Detailed Completion

To add in additional information as well as marking the Quick Create Task as complete:

  1. Display the Create or Tasks sidebar.
  2. Click on the task to view its details.
  3. Add in any additional information.
  4. TICK marked as completed.
  5. The task is marked as completed.
  6. Click on Save Icon to save the changes.

Convert Quick Create Task to an Activity

To convert the Quick Create Task to an activity:

  1. Display the Create or Tasks sidebar.
  2. Click on the task to view its details.
  3. Add in any additional information.
  4. Click on Convert Icon to convert the task to an activity.
  5. Select the activity type.
  6. The task is converted to activity.

Delete Quick Create Task

  1. Display the Create or Tasks sidebar.
  2. Click on the task to view its details.
  3. Click on Ellipsis.
  4. Click on Delete.
  5. The Quick Create Task is deleted.

See our User Guides for more information on using Katala.

Try our in-app user guides for faster onboarding.

Launching User Guide
  1. Click your user icon.
  2. In the side pane, click User Guides.
  3. Select a topic.
  4. Become a Jedi Master.