Create a Task

Learn how to create a task and assign it to other farm users.

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Learn how to create a task and assign it to other farm users. Below we will show you the steps to do so, and explain each section of creating a task.

‘Create’ Task Permission

In order to create tasks, a user first needs to have the ‘create’ task permission enabled.

Select the blue plus sign on your screen.
Select ‘Create Task’.
1. Or - If you are on the tasks page, hold and press the blue plus sign.
Add information such as instructions, attachments (photo's, videos, files etc.), assignees and so on.
Select ‘Save’.

Select the green ‘+ Add’ in the top right hand corner.
Select ‘Create Task’.
Add information such as instructions, attachments (photo's, videos, files etc.), assignees and so on.
Select save.

Below we will break down each section of creating a task where a user can input information.

In the instructions section, add your written explanation of the task.
On your Mobile device you also have the option of using Voice-to-Text feature (a setting which can be turned on/off on your phone) by selecting the microphone icon around your keyboard (not the blue microphone below).
Pro Tip: We recommend to be descriptive and thorough with your written instructions so that yourself, the assignee or anyone coming onto farm could read the instructions and have a good understanding of the task at hand.

Here, you can add multiple different types of attachments to the task. These include: photos, videos, live photos (mobile only), files (pdf, jpg etc.) and live voice recordings.
Pro Tip: If you are on desktop, you can drag and drop files into the record you are creating.

Here, you need to select which user or multiple users the task will be assigned to. Once you save the task the users will get a notification that they have been assigned this task to complete.

Here, you can select the paddock[s] for which this task applies to.
- For example: if you are creating a new task to install a new fence in one of your paddocks, we would attach this paddock to the task.

Here, you can use our interactive map tools to draw layers, instructions, areas, lines, points etc. on the map to be attached to the task. This is a great tool to share accurate, visual information to support a task.
- For example, when creating a task around installing a new fence. You can use map layers to draw exactly where you would like the fence placed. You can draw lines, add points etc. to give a visual instruction to support attachments and the written instructions section.

Here you can select the due date for when you would like this task completed by. By default when creating a task, the due date will be your current day.

If your due date is set in the future, a reminder will automatically be created to notify those assigned to the task on the morning the task is due.
Here you can add further reminders for one/multiple users on a specific day or time, or in a certain amount of days, weeks, months or years; or you can remove these reminders by clicking on the “-” to the right of each reminder.

We recommend sharing as much information, details, photos, attachments etc. when creating tasks. This makes it a lot easier for staff and anyone who may be viewing tasks to easily be able to find, and understand those tasks.