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  1. Help Center
  2. /Operations
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  4. /Organize Tasks with Categories, Projects, and Labels

Organize Tasks with Categories, Projects, and Labels

Learn how to use categories, projects, and labels to organize and filter tasks in URBI Kore.

Last updated August 13, 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
    • Requests for Proposal: Overview
    • Requests for Proposal: Troubleshooting
    • RFP Statuses Explained
    • What a Vendor Sees and How They Submit a Proposal
    • 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
All collections

On this page

  • Overview
  • Categories
  • What Are Categories?
  • Assigning a Category
  • Filtering by Category
  • Projects
  • What Are Projects?
  • Assigning a Project
  • Filtering by Project
  • Labels
  • What Are Labels?
  • Adding Labels
  • Filtering by Label
  • Combining Filters
  • Kanban View with Categories
  • Tips

Overview

Categories, projects, and labels in URBI Kore help you organize tasks so your team can filter, sort, and find work quickly. Using these organizational tools consistently keeps your task list manageable as your property operations grow.

Categories

What Are Categories?

Categories are property-specific groupings for tasks. They help you classify work by type (e.g., Maintenance, Administrative, Compliance, Communication). Each task can have one category.

Assigning a Category

When creating or editing a task, use the Category dropdown in the sidebar to select one. Categories are defined per property and can be managed by administrators.

Filtering by Category

In the task sidebar navigation, categories appear as quick links. Click any category to see only tasks in that group. You can also use the filter sidebar to select one or more categories.

Projects

What Are Projects?

Projects group related tasks together under a common initiative (e.g., "Lobby Renovation", "2026 Budget Planning", "Fire Safety Upgrade"). Tasks can be linked to a project for tracking purposes.

Assigning a Project

Use the Project dropdown when creating or editing a task. You can also type p:project name in the title field during creation for quick assignment.

Filtering by Project

Projects appear as quick links in the sidebar navigation. Click a project to see all related tasks. The filter sidebar also supports selecting multiple projects.

Labels

What Are Labels?

Labels are flexible text tags with auto-assigned colors. Unlike categories (one per task), you can add multiple labels to a single task. Use labels for cross-cutting concerns like "Urgent Review", "Board Requested", or "Vendor Follow-up".

Adding Labels

Use the Labels selector when creating or editing a task. You can select from existing labels or type l:label name in the title during creation. Labels rotate through 7 colors automatically.

Filtering by Label

Labels appear in the sidebar navigation and in the filter sidebar. Select one or more labels to narrow your view.

Combining Filters

The filter sidebar lets you combine multiple organizational criteria at once:

  • Status: Show only tasks in a specific status

  • Priority: Filter by urgency level

  • Scope: All tasks, only mine, or mine and followed

  • Projects: Select one or multiple projects

  • Categories: Select one or multiple categories

  • Labels: Select one or multiple labels

Active filters stack together, so you can view something like "High priority tasks in the Lobby Renovation project with the Board Requested label." Click Clear all filters to reset.

Kanban View with Categories

In Kanban view, tasks are organized by status columns. Category and label colors appear on each card, making it easy to visually identify different types of work across the board.

Tips

  • Agree on a category structure with your team (e.g., Maintenance, Administrative, Compliance) and use it consistently

  • Use projects for time-bound initiatives and categories for ongoing classification

  • Labels work best for temporary tags or cross-cutting themes that do not fit neatly into one category

  • The sidebar gives one-click access to your most-used projects and categories

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