Assigning Tasks

Dispatch structured fieldwork to your team using published task templates.

Once a Task Template is published, you can use it to create and assign tasks to yourself or anyone on your team. Assignments ensure that field data is collected on time, in a consistent format, and tied to the correct farm and field.

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Where You Assign Tasks

You can assign tasks from two places:

1. Manage Tasks → Task Template List Each template shows an Assign Task action.

2. Task Template Side Panel When you click a template, a right-side panel opens with:

   • List of previously created tasks

   • Button to Create New Task

Both paths open the same assignment form.

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The Task Assignment Form

This form is displayed in a side panel and includes the following sections:

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1. Select Task Template

The template is pre-filled based on where you clicked Assign Task. This template defines the form that the assignee will complete.

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2. Farm Selection

Choose the farm where the task applies. Only farms where you have permission will appear.

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3. Schedule Settings

Set the timeline for the task.

• Due Date — When the task must be completed

• (Optional future update: repeating schedules)

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4. Select Field

Choose the specific field within the selected farm.

Templates often require field-level data, so field selection is important.

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5. Task Name

Enter a short internal label, e.g.:

• “Irrigation Check – West Block”

• “Cover Crop Review – Week 1”

This name appears in the assignee’s My Tasks list.

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6. Priority

Set urgency for team visibility.

• Low

• Medium

• High

Priorities help workers sort and plan tasks.

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7. Assign User

Choose who should complete the task.

• Only users with access to the farm will appear

• You may assign tasks to yourself

Once saved, the task appears instantly in the assignee’s My Tasks list (mobile app and web).

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8. Submit Task

Click Assign New Task to finalize. Assigned tasks can then be tracked under Manage Tasks and in the assignee’s personal task views.

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Managing Existing Tasks

After assigning a task, it appears in the template’s side panel:

• View task details

• Edit task metadata

• Delete a task

• Filter by status or due date

Task statuses include:

• Pending (not yet completed)

• Overdue (due date passed)

• Completed

Users update status by submitting the task form from the web or mobile app.