Overview

Design structured templates, assign tasks to your team, and track task progress across your farm.

The Manage Tasks module enables you to create standardized data-collection workflows, assign tasks to team members, and track completion status. Tasks ensure consistent, high-quality field data that Carbonleap uses to improve analytics, insights, and alerts.

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What You Can Do in Manage Task

The Manage Tasks section provides three core capabilities:

1. Create Task Templates

Define the structure of a task using a guided wizard. Templates specify the questions, inputs, and data fields required for consistent data collection.

2. Assign Tasks Using Templates

Once a template is published, you can assign tasks, select fields, set due dates and priorities, and choose an assignee.

3. Manage Existing Tasks

For every template, you can:

• View all tasks created from that template

• Edit or delete tasks

• Track task status (Pending, Overdue, Completed)

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Why Tasks Matter

Structured tasks ensure:

• Consistent data entry

• AI-ready observations and insights

• Clear accountability across your team

• Real-time visibility of operational work

All completed task data is stored securely in the cloud and becomes available under Manage Data for review and analysis.

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Where Tasks Are Used

• Managers design templates and assign tasks from the Web App.

• Members a.k.a crew members complete tasks from the Mobile App.

• Managers review recorded data under Manage Data.

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Access Control

Task permissions depend on user roles:

Role	Create Templates	Assign Tasks	Complete Tasks	Manage Access
Owner / Admin	✔	✔	✔	✔
Manager	✖	✔	✔	✔
Member	✖	✖	✔	✖

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Task Lifecycle Overview

1. Create a task template

2. Publish the template

3. Assign a task

4. Task is completed on mobile or web

5. Results sync to the cloud

6. Data becomes available in Manage Data (Web)