Quick Task Creation
Creating a task in Kora takes seconds. The system asks for essential information (what needs doing, when it is due) while keeping optional details truly optional. Create simple tasks quickly without mandatory complexity.
Basic Task Creation Workflow
Step 1: Initiate Task Creation Navigate to tasks section and select "Create New Task" (or create task directly from animal profile, location page, or dashboard).
Step 2: Enter Task Details Provide basic information:
- Title (required): "Call Dr. Johnson about Bull #A123"
- Description (optional): "Discuss treatment options for persistent lameness"
- Due Date (optional): "2025-03-12"
- Priority (optional, defaults to Medium): High
- Category (optional, defaults to Daily Care): Health & Treatment
Step 3: Optional Linking If task relates to specific animal, mob, or location:
- Link to animal: Select "Bull #A123"
- Link to mob: Select "Spring Lambs 2025"
- Link to location: Select "North Pasture"
Step 4: Optional Assignment Assign to team member or leave unassigned:
- Assign to: "Sarah (Farm Manager)"
- Or leave unassigned (anyone can take it)
Step 5: Save Task created. Appears in task list, assigned person's task view (if assigned), and linked animal/mob/location page (if linked).
Time required: 30 seconds for simple task, 2 minutes for detailed task with linking and assignment.
Creating Tasks from Animal Pages
When working with a specific animal and realising work is needed, create tasks directly from the animal profile:
Example scenario: Viewing Bull #A123's profile, notice slight limping. Create task immediately:
- While viewing Bull #A123 profile, select "Create Task"
- Animal is automatically linked (Bull #A123 already selected)
- Enter task details:
- Title: "Monitor Bull #A123 for lameness"
- Description: "Noticed slight limping in left front leg during morning check"
- Priority: Medium
- Due Date: Check daily for next week
- Category: Health & Treatment
- Assign to farm manager for follow-up
- Save
Task now appears in Bull #A123's task list and farm manager's assigned tasks. Context is preserved (which animal, what concern) without re-entering information.
Creating Tasks from Mob Pages
Similar workflow for mob-level tasks:
Example: Viewing "Spring Lambs 2025" mob (50 lambs), realise vaccination due soon:
- From mob page, select "Create Task"
- Mob automatically linked
- Enter details:
- Title: "Vaccinate Spring Lambs 2025 (Clostridial 7-in-1)"
- Description: "All 50 lambs require vaccination. Use Batch #VAC-2024-12345. Record batch number and date for each lamb. 21-day withdrawal period."
- Due Date: 2025-03-10
- Priority: High (due date approaching)
- Category: Health & Treatment
- Assign to health worker
- Save
Task appears in mob record and assigned person's list. When vaccination happens, task marked complete directly from mob page.
Setting Due Dates
Due dates create accountability and enable prioritisation. Kora supports flexible due date options:
Specific Dates
What it is: Exact calendar date for completion.
Example: "2025-03-15" means complete by end of March 15.
When to use: Tasks with firm deadlines (export preparation, scheduled vet visits, compliance reporting, certificate renewals).
Setting: Select date from calendar picker or enter manually.
Specific Times
What it is: Exact date and time for completion.
Example: "2025-03-15 06:00" means complete at 6:00 AM on March 15.
When to use: Daily routines with specific timing (morning feeding at 06:00, evening feeding at 18:00, medication administration at set times).
Setting: Select date and add specific time.
No Due Date
What it is: Task needs doing but is not time-critical.
Example: "General facility cleanup," "Review feed supplier options," "Organise equipment shed."
When to use: Important work that can wait for appropriate time, optional improvements, "when you get to it" tasks.
Setting: Leave due date empty.
Example Due Date Scenarios
Task: Morning feeding (All animals)
Due Date: 2025-03-12 06:00
Reason: Daily routine at specific time
Task: Tuberculosis test (Bull #A123)
Due Date: 2025-03-15
Reason: Export health certificate requires test completed by this date
Task: Organise vaccine fridge
Due Date: (none)
Reason: Needs doing but no deadline
Task: Administer evening antibiotics (Cow #B456)
Due Date: 2025-03-12 18:00
Reason: Treatment protocol specifies 12-hour intervals (06:00 and 18:00)
Overdue Task Flagging
When current date passes task due date without completion, task is flagged "Overdue" with prominent visual indicator. Overdue tasks appear at top of task lists ensuring they are not forgotten.
Example:
Task: Weekly health checks (All animals)
Due Date: 2025-03-10
Current Date: 2025-03-12
Status: OVERDUE (2 days late)
Alert: Appears prominently in task list with red indicator
Overdue flagging prevents tasks from being forgotten even during busy periods.
Setting Priorities
Priority guides daily work organisation: what to do first, what can wait.
Priority Selection
High Priority: Urgent work requiring prompt attention. Examples:
- Emergency repairs (fence damage, water system failure)
- Time-sensitive treatments (medication due, health deterioration)
- Impending deadlines (export departing tomorrow, certificate expiring)
Medium Priority: Standard priority for routine work. Examples:
- Daily feeding routines (important but scheduled)
- Scheduled health checks (planned, not urgent)
- Regular facility maintenance (needed but not emergency)
Low Priority: Can wait if higher priority work appears. Examples:
- Optional cleanup tasks
- Non-urgent record updates
- Facility improvements that enhance but are not critical
Changing Priorities
Priorities can change as circumstances evolve:
Example priority evolution:
Task: Repair fence (East Paddock)
Week 1:
Priority: Low (fence intact but weathered, should repair eventually)
Week 2:
Priority: Medium (noticed fence post loosening, repair soon)
Week 3:
Priority: High (fence post broken, animals could escape)
Week 3, Day 2:
Priority: High, Status: Done (fence repaired)
Do not hesitate to adjust priorities as situations change. Low priority task becoming urgent? Update to high priority ensuring appropriate attention.
Assigning Tasks
Assignment creates clear accountability: who is responsible for completing this work?
Assignment Options
Assign to Specific Person: "John Smith" is responsible.
- John sees task in his assigned task list
- Management sees John is responsible
- Clear accountability
Assign to Yourself: Creator is automatically responsible.
- Quick self-assignment for personal tasks
- "I will handle this" workflow
Leave Unassigned: No specific person responsible.
- Anyone can take the task
- First available person handles it
- Useful for shared responsibilities
Team Task Distribution
Multi-user operations benefit from clear task assignment:
Example team distribution:
Morning Shift (John - Farm Hand):
- Morning feeding (All animals) (Daily, 06:00, Assigned to John)
- Water checks (All paddocks) (Daily, 08:00, Assigned to John)
- Basic health observations (Daily, 09:00, Assigned to John)
Management (Sarah - Farm Manager):
- Weekly health checks (Every Monday, Assigned to Sarah)
- Coordinate vet visits (As needed, Assigned to Sarah)
- Export preparation (When required, Assigned to Sarah)
Health Focus (Michael - CAHW):
- Medication administration (As scheduled, Assigned to Michael)
- Quarantine health checks (Daily if animals quarantined, Assigned to Michael)
- Treatment follow-ups (As needed, Assigned to Michael)
Each person sees their assigned tasks. Management sees complete team task distribution. Clear division of labour without verbal coordination.
Re-Assigning Tasks
Tasks can be re-assigned if responsibilities change:
Example re-assignment scenario:
Original: "Vaccinate Spring Lambs" assigned to Sarah
Situation: Sarah called in sick
Action: Re-assign to Michael
Result: Michael now sees task, takes responsibility
Re-assignment flexibility supports dynamic team coordination without creating new tasks or losing context.
Linking Tasks to Animals, Mobs, and Locations
Linking integrates tasks with animal management and operational context.
Animal Linking Benefits
Context preservation: Task appears alongside animal record. No searching for "which animal needed this again?"
Integrated workflow: View animal profile seeing all related tasks. Animal health history, task list, observations, treatments all together.
Automatic filtering: Filter tasks by animal. "Show me all tasks for Bull #A123" reveals complete work list.
Example linked animal tasks:
Animal: Bull #A123
Linked Tasks:
1. Monitor post-surgery recovery (Daily checks, High priority)
2. Administer antibiotics 2x daily (06:00 and 18:00, 7 days)
3. Schedule follow-up vet visit (Due: March 15)
4. Record daily feed intake (Daily tracking)
5. Restrict movement until cleared (Ongoing restriction)
All tasks related to Bull #A123 visible when viewing his profile. Create new tasks directly from profile with automatic linking.
Mob Linking Benefits
Group management: Single task for entire mob rather than duplicating tasks for each animal.
Efficiency: "Vaccinate Spring Lambs 2025 (50 lambs)" is one task, not 50 individual tasks.
Mob context: Task appears in mob record showing all group-level activities.
Example linked mob tasks:
Mob: Spring Lambs 2025 (50 lambs)
Linked Tasks:
1. Weekly health checks (Every Monday, rotating assignment)
2. Vaccinate all lambs (Clostridial 7-in-1) (Due: March 10)
3. Monthly weight recording (First of each month)
4. Weaning preparation (Due: April 1, complex multi-step process)
Location Linking Benefits
Place-based organisation: See all work needed at specific locations.
Field efficiency: Staff in North Pasture see North Pasture tasks without searching entire task list.
Facility management: Location-specific maintenance, infrastructure repairs, paddock rotations.
Example linked location tasks:
Location: North Pasture
Linked Tasks:
1. Clean water troughs (Weekly recurring)
2. Inspect fencing (Monthly recurring)
3. Repair gate latch (High priority, due this week)
4. Rotate cattle to Subdivision B (Due: Tomorrow)
5. Apply paddock fertiliser (Due: End of month, weather permitting)
Linking Flexibility
Tasks can link to:
- Animal only: "Monitor Bull #A123" (animal-specific, any location)
- Mob only: "Vaccinate Spring Lambs" (mob-specific)
- Location only: "Repair fence (North Pasture)" (place-specific, no animals)
- Animal + Location: "Move Bull #A123 to South Pasture" (specific animal to specific location)
- Mob + Location: "Move Spring Lambs to North Pasture" (specific mob to specific location)
- None: "Order vaccine stock" (general operational task)
Link what makes sense for the task. Not every task needs linking. Use links when they add context or organisational value.
Completing and Tracking Tasks
Tasks move through workflow stages as work progresses.
Updating Task Status
To Do → In Progress: Started working on the task.
- Select task, change status to "In Progress"
- Indicates someone is actively working on it
- Useful for long-duration tasks where others need to know work has begun
In Progress → Review: Work completed, awaiting verification.
- Used when tasks require checking or approval
- Example: "Monthly compliance report completed, awaiting manager review"
- Reviewer checks work, either approves (moves to Done) or requests changes (returns to In Progress)
In Progress → Done: Work finished, no review needed.
- Simple completion for straightforward tasks
- Example: "Fence repaired" marked Done immediately
Review → Done: Work verified and approved.
- Reviewer confirmed work meets requirements
- Task officially complete
Completion Workflow Examples
Simple task (no review):
Task: Repair fence (East Paddock)
08:00 - Created (Status: To Do)
09:00 - Work started (Status: In Progress)
11:30 - Repair complete (Status: Done)
Complex task (with review):
Task: Monthly weight recording (Breeding stock)
08:00 - Created (Status: To Do)
09:00 - Started weighing (Status: In Progress)
14:00 - All weights recorded (Status: Review)
14:30 - Manager verified data accuracy (Status: Done)
Ongoing task (extended duration):
Task: Monitor Bull #A123 post-surgery recovery
Day 1 - Created (Status: To Do)
Day 1, Evening - First check completed (Status: In Progress)
Day 2-6 - Daily checks ongoing (Status: In Progress)
Day 7 - Recovery complete (Status: Done)
Task Completion Notes
When marking tasks complete, add completion notes documenting outcomes:
Example completion notes:
Task: Vaccinate Spring Lambs 2025
Completion Note: "All 50 lambs vaccinated successfully. Used Batch #VAC-2024-12345.
No adverse reactions observed. 21-day withdrawal period ends April 1. Next annual
booster due March 2026."
Completion notes create audit trail showing what was done, any issues encountered, and follow-up requirements.