Getting Started with Task Management
🎯 Why This Matters
Keeping track of daily operations across your facility - from equipment maintenance to harvest prep - can quickly become overwhelming. The Task Management module helps you:
- Stay organized - All tasks in one place, visible to your whole team
- Never miss deadlines - Due dates, priorities, and status tracking keep work on track
- Save planning time - AI-powered task creation and reusable templates
- Track costs accurately - Automatic labour and supply cost calculations
- Improve accountability - Clear assignments and completion tracking
🚀 Accessing Task Management
Find Task Management in the main navigation sidebar. Click Task Management to open the module.
You'll see three main areas:
- Dashboard - Overview metrics showing pipeline health, time utilization, team workload, and costs
- Tasks - Your main task list with filtering, sorting, and bulk actions
- Calendar View - See tasks organized by date in month, week, or day format
📋 Key Concepts
Understanding these core ideas will help you get the most out of Task Management from day one.
Tasks
A task is any work item that needs to be completed - equipment cleaning, inventory counts, order fulfillment, compliance checks, and more. Each task has a title, description, due date, priority, and status.
Task Status Workflow
Tasks move through these stages:
- Open - Task created but not yet assigned to anyone
- Assigned - Task assigned to one or more team members
- In Progress - Work has started
- Pending Approval - Work complete, awaiting review
- Closed - Task finished and approved
Priority Levels
- High - Urgent, needs immediate attention
- Medium - Important but not urgent
- Low - Can wait, complete when time permits
Subtasks
Break large tasks into smaller pieces. Parent tasks automatically roll up time and costs from their subtasks.
Resource Links
Connect tasks to specific resources in your facility:
- Locations (rooms, areas)
- Equipment
- Inventory items
- Orders and shipments
- Consumables and supplies
âš¡ Quick Start: Create Your First Task
- Go to Tasks - Click Task Management in the sidebar, then select Tasks
- Create a task - Click the + New Task button
- Fill in details - Enter a title, set the due date, and choose a priority
- Assign someone - Select team members to work on the task
- Save - Your task appears in the list, ready to track
💡 Quick Tip
Want to create multiple tasks at once? Try the AI Task Planner - just describe what you need in plain English and let the system generate tasks for you.