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✅ Create a to-do list

Blandine Aucante avatar
Written by Blandine Aucante
Updated this week

We show you how to use the Task List feature to save time on your projects, improve tracking and get organised! Whether it's for recurrent steps or to centralise several small tasks in a single conversation, this feature can make managing your projects much smoother 🎯

❓ When should you use Task Lists?

The predefined list will allow you to automatically create several Task reports at once :

1️⃣ For repetitive steps: If you often have the same steps on your projects (such as replacing antennas), create a task list and reuse it on each new conversation.

2️⃣ To centralise your interventions: If you are managing several small interventions in the same conversation, the list allows you to track all interventions in one place without multiplying discussions 🎯

How to create a Task List?

There are three ways to add a task list in Kraaft : all you have to do is choose the one that suits you best!

1️⃣ Create a Task List from Settings

  1. Go to Settings ⚙️ > Task List

  2. Click on Create New List

  3. Give your list a name (for example: Antenna Replacement) ✨

  4. Add the different steps to your list, such as:

    • Receiving the equipment

    • Removing the existing antennas

    • Installing the new antennas

    • Commissioning

    • End-of-day drinks 👀

    • ....and many other steps according to your needs!

  5. Once everything is ready, don't forget to click Save 💾

2️⃣ Add a Task List from a Conversation

  1. Open an existing conversation where you want to add a list.

  2. Go to the Task report for that conversation

  3. Click on the three dots in the top right corner and select Template List 📋

  4. Select the existing task list you have created or the option to create a new one

  5. Confirm and boom 💥, all the steps in the list automatically appear as a table in the conversation: no need to type them in one by one!

3️⃣ Add a Task List by creating a new Conversation

  1. Create a new conversation 💬

  2. Give it a name (for example: Test Project)

  3. When you get to the conversation Infos menu, you will find the task lists at the bottom ⬇️ and select Template List

  4. You will then have two options:

    • Choose an existing task list

    • Create a new list by clicking on Create a new list 😇

  5. Once you have made your choice, confirm and that's it ✅! The task list is now ready to be tracked in the conversation

📌 More information:

  • You must be an administrator or account owner to create and edit a task list

  • Template lists are only valid for the basic Task report

  • However, the structure of the Task report can be adapted and modified as needed!

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