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  1. Help Center
  2. /Operations
  3. /Tasks
  4. /Create a Task

Create a Task

Learn how to create and manage tasks in URBI Kore to track day-to-day property operations.

Last updated September 15, 2026

Operations
  • Approvals: decide expenses, board votes and RFPs in one place
  • Board Decisions: overview
  • Confirming packages, and what a refused package means
  • Document sharing
  • Finding the packages for one home
  • How to approve expenses and RFPs in Approvals
  • How to create a decision
  • How to create a time limited public link
  • How to generate the PDF report
  • How to run a vendor RFP through Board Decisions
  • How to share a file or folder
  • How to upload with drag and drop
  • How to vote and finalize a decision
  • How to vote on board decisions in Approvals
  • Operations
  • Troubleshooting
  • Troubleshooting document sharing
  • When a scanned package needs a look
    • Add Assignees to a Service Ticket
    • Attach a Vendor to a Service Ticket
    • Convert a Service Ticket to a Task (and make sure it stays visible)
    • Create a Service Ticket
    • Documents on a Service Ticket
    • Finding a Ticket: Search and Filters
    • How the Emergency Number Is Chosen
    • How to Convert a Service Ticket into a Board Decision
    • How to Reassign Work When Removing a Team Member
    • How to Set the Emergency Line
    • Notes on a Ticket, and What the Resident Can See
    • Service Ticket Statuses Explained
    • Service Tickets: Glossary
    • Service Tickets: Overview
    • Service Tickets: Troubleshooting
    • Set Up Recurring Service Tickets
    • The History on a Ticket: What It Records
    • The Tabs on a Service Ticket, Explained
    • Troubleshooting
    • What Residents See When They Create a Ticket
    • What's New in Service Tickets
    • Who Can Do What on a Service Ticket
    • Add Assignees to a Task
    • Create a Task
    • Organize Tasks with Categories, Projects, and Labels
    • Set Up Recurring Tasks
    • Access Request Statuses Explained
    • Choosing Who Receives a Request for Access
    • How to Send a Request for Access
    • Mandatory vs Request: Which One to Send
    • Recording an Answer on Someone's Behalf
    • Requests for Access: Glossary
    • Requests for Access: Overview
    • Requests for Access: Troubleshooting
    • Reschedule Requests: How They Work
    • Sending a Reminder for a Request That Has Not Been Answered
    • What the Recipient Sees and How They Answer
    • Awarding the Work
    • Comparing Proposals
    • How to Invite Vendors to an RFP
    • Putting an RFP to a Board Vote
    • Requests for Proposal: Glossary
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    • RFP Statuses Explained
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    • Asset Impact: Overview
    • Asset Impact: Troubleshooting
    • Cancel Bookings or Block New Ones
    • Closure Statuses Explained
    • Confirming a Closure, and Why Scheduling Is Not Enough
    • How to Close an Amenity for Scheduled Work
    • What Happens to Bookings and Money When You Close an Amenity
    • How to view and add a vendor's expenses
    • Requesting Completion, and Technician Notes
    • Vendor Billing Tab: FAQ
    • Vendor Billing Tab: Overview
    • What a Contractor Sees on a Work Order
    • Set Maintenance Schedules for Assets
    • Track Equipment and Warranties
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On this page

  • Overview
  • Creating a Task
  • Step 1: Navigate to Tasks
  • Step 2: Click New Task
  • Step 3: Enter a Title
  • Step 4: Select a Property
  • Step 5: Add Details
  • Step 6: Submit
  • Task Statuses
  • Views
  • Sidebar Navigation

Overview

Tasks in URBI Kore help you manage day-to-day work for your properties. From quick to-dos to complex multi-step projects, tasks keep your team organized and accountable.

Creating a Task

Step 1: Navigate to Tasks

Click Tasks in the left sidebar to open the tasks dashboard.

Step 2: Click New Task

Click the New Task button. The creation modal opens.

Step 3: Enter a Title

Type a clear title for the task. The title field supports smart tags:

  • @name to add a collaborator

  • #unit to link a unit

  • !urgent or !high to set priority

  • a:name to assign someone

  • p:project to link a project

  • c:category to set a category

  • l:label to add a label

  • Type tomorrow, monday, or next week to set a due date

Step 4: Select a Property

Choose the property this task belongs to. This is required.

Step 5: Add Details

Fill in the optional fields:

  • Description: Detailed instructions or context

  • Due Date and Time: Set a deadline (defaults to 8:00 AM)

  • Priority: Urgent, High, Medium (default), or Low

  • Assignee: The person responsible

  • Project: Link to an existing project

  • Category: Organize by type

  • Labels: Add tags for filtering

  • Private: Toggle the lock icon for private visibility

Step 6: Submit

Click Create. The task appears with To Do status.

Task Statuses

Tasks move through: Triage, Backlog, To Do, In Progress, In Review, Complete (triggers a completion animation), and Archived.

Views

Switch between three views:

  • List: Vertical scrolling list of task cards

  • Calendar: Tasks on a month, week, or 3-day calendar. Drag to reschedule.

  • Kanban: Status columns. Drag cards between columns to change status.

Sidebar Navigation

  • Planned: Default view

  • My Day: Tasks assigned to or followed by you

  • Inbox: Triage items

  • Overdue: Past due date

  • Quick links to projects, categories, and labels

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