Create a task

Create a task

A new task is created via the creation form. You select the task type, set the time period and priority, assign employees and vineyards, and optionally add a description, custom fields and equipment.

Create the task

1. Open the tasks page

   In the sidebar, navigate to Tasks. You’ll see your existing tasks in the list view.

2. Click Create

   Click + Create task in the top right. The creation form opens.

3. Select the task type

   In the dropdown in the top right, select the appropriate task type (e.g. pruning, canopy work, harvest). The task type determines which additional fields are available in the Additional data tab. More on this under Task types.

4. Set the time period and priority

   Optionally enter the planned start date and the planned completion date. Select a priority (No priority, Low, Medium or High).

5. Assign employees (Basic data tab)

   In the Basic data tab, assign one or more employees by entering names or selecting a team. Optionally select a task lead, who takes responsibility for the task.

6. Assign vineyards

   Click Select vineyards and choose the vineyards in which the task is to be carried out.

7. Add a description (Description tab)

   Switch to the Description tab to enter a free-text description of the task — e.g. special instructions or notes for the employees.

   

8. Fill in additional data (Additional data tab)

   If the selected task type has custom fields (e.g. Litres applied, Kilograms harvested), you’ll find them in the Additional data tab.

9. Assign machinery & equipment (Machinery & equipment tab)

   Optionally assign machinery & equipment needed for the task.

10. Save

    Click Save. The task is created and appears in the task list with the status Upcoming.

Field reference

Field	Required	Description
Task type	Yes	Determines the category and available additional fields
Planned start date	No	Planned start of the task
Planned completion date	No	Planned end of the task
Priority	No	No priority, Low, Medium or High (default: No priority)
Employees	No	Individual employees or teams who carry out the task
Task lead	No	Person responsible for the task
Vineyards	No	One or more vineyards where the task takes place
Description	No	Free-text description with instructions or notes
Additional data	No	Custom fields depending on the task type
Machinery & equipment	No	Assigned equipment and machinery

Vineyard assignment

Single vineyard

Select a single vineyard from the list. The task is assigned to this vineyard, and the location is shown on the map in the detail view.

Multiple vineyards

Select multiple vineyards to create a task for an entire site or region. All assigned vineyards are listed in the detail view. In the table view, you can see the progress per vineyard.

Create a retroactive entry

Using the Create task retroactively checkbox, you can record a task retroactively. This is useful when work has already been done but hasn’t yet been documented in the system. A retroactive task is created directly with the status Done.

Tip

Tasks can also be created automatically from a spray plan — the task type, vineyards and plant protection products are then assigned automatically.

Tip

You can configure task types and their custom fields under Settings → Task types.