Use the task table

Use the task table

The tasks page offers two views, switched via the LIST and TABLE toggle in the top left.

Use the list view

The list view shows all of your business’s tasks as a searchable list, grouped by status.

Click the status tabs at the top (Upcoming, In Progress, Paused, Done) to show only tasks with that status.

Filter and sort

• Search field — searches tasks by name and assigned vineyard.
• Filter (funnel icon) — filter by employee, vineyard, task type, priority and time period.
• Sort (arrow icon) — sort by date, priority or name.
• Grouping — group tasks by start date, task type or priority.

Bulk operations

Use the Select tasks button in the top right to activate selection mode. Select multiple tasks using the checkboxes to edit them together — e.g. change the status, assign employees or delete tasks.

Export

Click Export to download the currently filtered task list as a CSV file.

Use the table view

The table view shows a matrix of vineyards and task types. It’s especially well suited to season planning.

Select vineyards and task types

To populate the table, first choose which data should be shown:

• Select vineyards — determines the table’s rows.
• Select task types — determines the table’s columns.

Show progress

Use the Progress dropdown in the top right to choose how progress is calculated: by task count (%) or weighted by area.

Quick creation

Click an empty cell in the matrix to directly create a new task for that combination of vineyard and task type.

Result

The list view gives you an overview of all tasks and lets you filter and edit them efficiently. The table view shows at a glance which work has already been done in which vineyards.

Next steps

Create a task Create new tasks

Use task suggestions Use automatic suggestions from GPS data

Related documentation

Task table Status legend, progress options and permissions

Task types Available task types and settings