Managing Existing Tasks
View, edit, and track all tasks created from a template.
After tasks have been assigned, they can be reviewed and managed from the Manage Tasks section. Each task template has its own list of tasks, allowing you to track progress, update task details, and maintain visibility across all operational activities.
Where Tasks Are Managed
When you click on a template in Manage Tasks, a right-side panel opens showing:
Template details
List of all tasks created from that template
Filters for sorting and navigating tasks
Options to edit or delete individual tasks
From this panel, you can manage the full lifecycle of tasks tied to the selected template.
Viewing Task Details
Each task entry displays:
Task Name
Status (Pending, Overdue, Completed)
Priority
Assigned User
Due Date
Farm and Field
Created By
You can select any task to view its full details.
Task Statuses
Tasks move through three statuses automatically based on user action and time:
Pending
A new task that has not yet been completed.
Overdue
A pending task becomes overdue if its due date passes without submission.
Completed
A task becomes completed when the assignee submits the task form from either the web or mobile app.
Statuses update in real time and reflect across all Carbonleap platforms.
Editing a Task
Each task row includes an Edit option. You can update:
Task name
Priority
Assigned user
Due date
Associated field
Editing does not change the underlying template; it only updates the properties of the specific task.
Deleting a Task
You may delete a task if:
The task is no longer required
It was created incorrectly
You want to clean up old, unused assignments
Deleting a task removes it from all user task lists and the task history connected to the template.
⚠️ Completed tasks with recorded data should be deleted with caution, as submission data will no longer be accessible.
Reviewing Completed Submissions
When a task is completed:
The submitted data syncs to the cloud
The task moves to Completed status
All collected data becomes available in Manage Data
Submissions may influence alerts, depending on the template and data type
You can view structured submissions and notes within Manage Data for long-term analysis.
Filtering and Sorting Tasks
The template’s task panel includes filters for:
Status (Pending, Overdue, Completed)
Assigned user
Priority
Due date
These filters make it easy to manage large volumes of tasks.
Task Lifecycle Summary
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