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How to create a task
How to create a task

Creating a task on the Kólé app.

Updated over a week ago

Construction projects involve a multitude of tasks that need careful planning, coordination, and tracking to ensure successful completion. Kólé is an invaluable tool for organising and managing these tasks efficiently.

In this guide, we'll walk you through the process of creating a task in your project within Kólé.

Here's how you can create a task:

Creating a task on the mobile application

  • Launch the task creation screen. You can access the task addition modal in the application through two different methods: (1) by clicking the 'Add Task' button on the task tab, and (2) by clicking the 'Add Task' button in the relevant project view.

  • On the task creation screen, you'll find a form where you can enter details about the task. This form comprises 13 fields for entering information, with the Task name being the sole mandatory field.

    1. Task name: Provide a clear and concise name for the task. Make it descriptive enough so that anyone viewing it understands what needs to be done.

    2. Description: Enter a more detailed description of the task. Include any specific instructions, requirements, or context that project members should know.

    3. Pair to phase: Select the project phase that the task belongs to if any.

    4. Tag: Use tags to organise tasks by type, location, or any other relevant criteria. This makes it easier to filter and search for tasks later.

    5. Status: Set the status of the task - To Do, In Progress or Done.

    6. Priority: Assign a priority level to the task, such as high, medium, or low, to help your project members understand its importance in the project.

    7. Start Date: Set a start date for the task.

    8. End Date: Set an end date for the task to ensure it's completed on time. This date helps in prioritising tasks within the project timeline.

    9. Add Member: Specify the team member(s) responsible for the task. This ensures accountability and clear communication.

    10. Subtasks: If there are any documents, drawings, or files related to the task, you can attach them here for easy reference.

    11. Attachments: You may break down the task into constituent subtasks for better manageability.

Creating a task on the web application

  • Launch the task creation modal. You can access the task addition modal in the application through two different methods: (1) by clicking the '+' button on the task kanban board, and (2) by selecting the 'Add' button in the project overview section.

How to create a task on Kólé
  • On the task creation modal, you'll find a form where you can enter details about the task. This form comprises 13 fields for entering information, with the Task name being the sole mandatory field.

    1. Task name: Provide a clear and concise name for the task. Make it descriptive enough so that anyone viewing it understands what needs to be done.

    2. Description: Enter a more detailed description of the task. Include any specific instructions, requirements, or context that project members should know.

    3. Pair to phase: Select the project phase that the task belongs to if any.

    4. Tag: Use tags to organise tasks by type, location, or any other relevant criteria. This makes it easier to filter and search for tasks later.

    5. Status: Set the status of the task - To Do, In Progress or Done.

    6. Priority: Assign a priority level to the task, such as high, medium, or low, to help your project members understand its importance in the project.

    7. Start Date: Set a start date for the task.

    8. End Date: Set an end date for the task to ensure it's completed on time. This date helps in prioritising tasks within the project timeline.

    9. Assign Task: Specify the team member(s) responsible for the task. This ensures accountability and clear communication.

    10. Attachments and Subtasks: If there are any documents, drawings, or files related to the task, you can attach them here for easy reference. You may also break down the task into constituent subtasks for better manageability.

    11. Assign Inventory: Assign available inventory items within the project to the task.

    12. Inventory Quantity: Specify the quantity of assigned inventory items.

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