Create a new task

This guide will show you how to create a task and schedule staff for that task so that it appears both on the schedule and on the individuals’ diaries.

Note: Kompass form field labels can be customised for different Kompass instances. Therefore, it is likely that some fields will be named differently in your version of Kompass.

From Sales Tab

The fastest and safest way to create tasks is via the "Sales" tab. When a proposal item is accepted, you can easily create tasks so that you will schedule your employees. Select the proposal items and click "Create Tasks".

Note: you can only create tasks from already accepted proposal items. Also, as can be seen above, Monitoring is the parent proposal item and Topographic Survey is the child proposal item. To find out more about proposal items, check here: Proposal Items.

In the new window, you can select whether you want to create separate tasks for staff resources saved under that proposal item and prefixing the parent name to child task. When ready, click "Create".

As can be seen, in this instance, we have decided to create separate tasks and prefix the parent therefore:

"Monitoring" is prefixed to the task name (green)
one task is for SES-Junior Engineer while the other is for SES-Senior Engineer (red)

From Operations Tab

Even though a new task can be created from the Operations tab, we would suggest creating them from the Sales tab as seen above. However, some users might not have access on Sales tab. In that case, you can ask your manager to quickly create the tasks for you. If that is not possible, follow the instructions below.

Go to a Project.
Click on the Operations tab and then on "Create" in the Tasks section :
Note: The Operations tab is only accessible in Projects, not in Quotes.
Fill out the form for the task:

a/a	Field	Description
	Project [read-only]	The Project that this task will be linked to.
	Client [read-only]	The project Client.
1	Name [required]	Enter a descriptive title for the task. This will be used in the Schedule and Diary.
2	Proposal Item [required]	Every task must be linked to a Quote Item. Choose one of the existing project Quote Items.
	Status [read-only]	Latest recorded Status of this Quote Item.
	Hours Planned [read-only]	The budgeted hours for this Quote Item.
	Hours Actual [read-only]	The actual hours that have been recorded against this Quote Item so far.
	Hours Used [read-only]	Percentage of actual vs budgeted hours.
3	Start	Start date of the task.
4	End	End date of the task
5	Type [required]	The type of task. This will link to the budgeted hours of the Quote Item.
6	Days Planned	How many days are budgeted for this Task. This serves as communication to those working on the task. Note: This is not directly linked to the Start and End dates, i.e., it can be a different duration.
7	Hours Planned	How many hours are budgeted for this Task. Note: This is not directly linked to the Start and End dates, i.e., it can be a different amount.
8	Show on Weekend	If enabled, this Task will show also appear on weekends or bank holidays in the schedule. If disabled, it will only show on normal working days, i.e., Monday to Friday.
9	Details	Description of the work that needs to be done in this task.
10	Closed	In cases that you don't want these tasks to be available for users to record their time after a certain date, you can select it here.
11	Tags	Searchable tags can be attached to the Task.
12	Team	Select any individuals who are meant to work on this Task. Note: This will be valid for the whole period Start-End and currently cannot be limited to only some days within the tasks duration.
13	Schedule Color	Even though Kompass will automatically assign a color to the task when appearing on schedule, user can set their own color as a way to quickly communicate their own set messages.

Click "Save" once complete and the task will appear in the Task list of the Project:

The Task will now appear in the Schedule and Diary of the scheduled persons:

Schedule

For creating tasks via the schedule, please see article How-to Guides, Schedule, Creating Tasks from Schedule.

Diary

For creating tasks via the diary, please see article How-to Guides, Schedule, How to Add a New Entry.