Transfer Task to a Record
Learn how to transfer a completed task and all of the information into a record.
- Getting Started
- Base Map
- Settings
- Tags
- Records
- Tasks
- Map Layers
- Timesheets
- Chat
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Tips & Tricks
How to Navigate Between Multiple Farms How to Quick Search when Filtering by Tags Match All Tags vs Match Any Tag Long Press / Double Clicking Tags and Paddocks Using the Filter by Date Function - Calendar Icon How to Search for Keywords and Numbers How to Use Jump to Date Filter How to Print Farm Map
Table of Contents
Learn how to transfer a completed task and all of the information into a record.
Steps to Transfer a Task to a Record - Mobile
- Navigate to the tasks page.
- Identify the completed task you wish to transfer to a record (using the filters if needed).
- Select ‘View’.
- Select ‘Create record’.
- Make any changes to the new record that you wish including adding tags.
- Select ‘Save’.
Steps to Transfer a Task to a Record - Desktop
- Navigate to the tasks page.
- Identify the completed task you wish to transfer to a record (using the filters if needed).
- Select ‘View’.
- Select ‘Create record’.
- Make any changes to the new record that you wish including adding tags.
- Select ‘Save’.
Best Practices:
- This can be also done in reverse, where you can save a record as a task. To view this lesson in reverse, click Transfer Record to a Task.