Tasks

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Overview

Tasks are a great way to schedule jobs to be completed at a later date, and can be accessed from a number of places in Katala:

  • Tasks Sidebar – all tasks are displayed here.
    • Tasks
    • Quick Create Tasks
    • Follow-up Tasks
  • Create Sidebar – these are Quick Create Tasks, created as a reminder to complete creation of Contacts, Organisations, Projects and Programs.
  • Follow-up Tasks Feed – these are Follow-up Tasks linked to an Activity.
  • Activity Sidebar – these are Follow-up Task linked to the displayed Activity.

Tasks Sidebar

  1. Click on Tasks Icon on the Navigation bar at the top of the page.
  2. The Tasks Sidebar is displayed.
  3. The list of tasks are displayed in the sidebar.

Create Sidebar

  1. Click on Create Icon on the Navigation bar at the top of the page.
  2. The Create Sidebar is displayed.
  3. The list of Quick Create tasks assigned to you are displayed in the sidebar.

Follow-up Task Feed

  1. Click on Icon Taskfeed above the Activity Feed.
  2. The Follow-up Task Feed is displayed.
  3. The list of follow-up tasks, linked to the activities currently visible in the activity feed, are displayed in the follow-up task feed.

Activity Sidebar

  1. Click on an activity containing has a linked follow-up task.
  2. The activity sidebar is displayed.
  3. The linked follow-up task is displayed in the sidebar under Tasks.

See our User Guides for more information on using Katala.

Edit Task

To edit a task:

  1. Click on the 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 Task

Add in any additional information and then mark the task as complete:

  1. Display the Tasks sidebar.
  2. Click on the task to view its details.
  3. Add in any additional information.
  4. TICK [ ] Marked as Completed.
  5. The status changes to Done.
  6. Click on Save Icon to save the changes.

Quick Complete

To mark a Task as complete:

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

Convert Task to an Activity

To convert the Task to an activity:

  1. Display the 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 Task

  1. Display the Tasks sidebar.
  2. Click on the task to view its details.
  3. The Edit Task sidebar is displayed.
  4. Click on Ellipsis.
  5. Click on Delete.
  6. The 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.