Create a Task

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 Create Task

Click the Create 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