{"id":193,"date":"2022-07-25T14:29:33","date_gmt":"2022-07-25T12:29:33","guid":{"rendered":"https:\/\/help.vineforecast.com\/?post_type=ht_kb&p=193"},"modified":"2025-05-20T10:15:17","modified_gmt":"2025-05-20T08:15:17","slug":"vf-basics-aufgabenplanung","status":"publish","type":"ht_kb","link":"https:\/\/help.vineforecast.com\/en\/knowledge-base\/vf-basics-task-planning\/","title":{"rendered":"VF Basics: Task planning"},"content":{"rendered":"

With the help of task planning, you and your team can keep track of the current status of work in the vineyards. In addition, everyone knows exactly where, when and which task is due and no vineyard will ever be forgotten again. <\/p>\n\n\n\n

You can plan tasks via the path Management -> Tasks<\/em><\/strong> call.<\/p>\n\n\n\n

The dashboard \ud83d\udcca<\/h2>\n\n\n\n

VineForecast offers three views for task management: the Board<\/strong>which Map<\/strong> and the History<\/strong>. You can easily change the view at the top right of the dashboard by clicking on the corresponding name.<\/p>\n\n\n\n

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The \"Board\" view and changing the view<\/figcaption><\/figure>\n\n\n\n

The board<\/strong> \ud83d\uddc2<\/h3>\n\n\n\n

The board is divided into three categories. The category Planned<\/strong> is intended for tasks that you want to plan in advance so that they are not forgotten, for example. However, the tasks in this category should not yet be completed. In the category Active<\/strong> are all tasks that are currently to be processed. In the area Recently finalised<\/strong> you will find all tasks that have been completed in the last 7 days.<\/p>\n\n\n\n

You can easily move individual tasks back and forth between the individual categories using drag & drop. This view also allows you to quickly view the progress of each task. In the top right of each individual \"task box\" you will find an indication of how many hectares have already been processed. The bar below the box also shows the current progress. The due date for the task and the assigned person with their abbreviation (e.g. Richard Petersik = RP) are also shown in the individual \"task boxes\".<\/p>\n\n\n\n

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Quick tip: To keep the board as clear as possible, you should always put the most important or next task at the top of the columns. This way you know directly which tasks from the category Planned<\/strong> are to be processed next or, if there are several active tasks, which task has priority.<\/p>\n<\/blockquote>\n\n\n\n

If you would like to view the task details, simply click on the corresponding \"Task box\". In the sidebar that opens, you will find all the information about the task.<\/p>\n\n\n\n

The map<\/strong> \ud83d\uddfa\ufe0f<\/h3>\n\n\n\n
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The map view visually summarises all the tasks that you can also find on the board.<\/p>\n\n\n\n

By default, the map shows the overall progress of all active tasks. If all tasks have been completed for a vineyard, it is displayed in Green<\/strong> marked. If tasks are still open for this vineyard, it will be marked in Yellow<\/strong> marked. If no tasks are active for a vineyard, this vineyard is Grey<\/strong> coloured. To see which tasks are planned, active or have been completed for individual vineyards, simply click on the vineyard on the map.<\/p>\n\n\n\n

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You can also filter the work according to the individual task types. To do this, use the filter at the top right. Here you can, for example, display the progress of plant protection or pruning. This gives you a quick overview of the overall progress of various tasks, especially if you are travelling with several teams.<\/p>\n\n\n\n

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History<\/strong> \ud83d\udd19<\/h3>\n\n\n\n

All tasks that were completed more than 7 days ago automatically disappear from the Board<\/strong> and the Map<\/strong>. This keeps these views clear for daily planning. But don't worry, the tasks haven't disappeared. Instead, you will find all completed tasks in a separate area.<\/p>\n\n\n\n

Here you will now find all completed tasks including the date on which the task was completed. By clicking on the name of the task, you can call up the task details again and view all actions in connection with the work.<\/p>\n\n\n\n

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There are additional documentation requirements for some vineyards (e.g. organic vineyards or for some sustainability certificates), so that certain work on each vineyard must be clearly recorded. If you want to export certain work from the programme again, you can do so. Simply click on the \"Export\" button and then make the necessary settings.<\/p>\n\n\n\n

Create and plan tasks \ud83d\uddd3<\/h2>\n\n\n\n

To create a new task, simply click on the button at the top left Add task<\/em><\/strong>. A window will open in which you can enter all the important information. Give the task a unique name and assign it a tag (work type) for the evaluation.<\/p>\n\n\n\n

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Quick tip: Before you create tasks via Templates<\/a> already contains all the important tags (work types) that you can then assign to a task. This means that tasks can be correctly analysed later and, for example, the total time for mulching across all vineyards can be calculated.<\/p>\n<\/blockquote>\n\n\n\n

If the task is to be processed at a later date, set the status to Planned<\/strong> fixed. However, if you and your team are to work on the task tomorrow, it is best to set the status directly to Active<\/strong>. Because only active tasks can later be tracked by you and your workers via mobile phone or tablet.<\/strong><\/p>\n\n\n\n

Also specify by when the task should be completed (Due date<\/strong>) and who has a responsible overview of the work (Responsible<\/strong>). You can also assign other employees to the task if more than one person is involved in the work (Assigned<\/strong>). Only people who are assigned to the task can also link it to live tracking on the phone, for example. You can store all other information about the work order in the Notes field.<\/p>\n\n\n\n

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There is a special form for some plant protection tasks. You can find out more about this in the corresponding article: Plant protection tasks<\/a> <\/p>\n<\/blockquote>\n\n\n\n

Complete tasks \u2611\ufe0f<\/h2>\n\n\n\n

Tasks & live mode \ud83d\udd17<\/h3>\n\n\n\n

There are two ways to complete the tasks. The connection between the task planning and Live mode<\/a> is the easiest way to do this. Follow the three steps below to connect a task to live mode and work through vineyards in the app:<\/p>\n\n\n\n

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  1. Desired task on Active<\/strong> set<\/li>\n\n\n\n
  2. Start the task via the \"Start work\" button<\/li>\n\n\n\n
  3. Tick off vineyards via the map and mark as completed<\/li>\n<\/ol>\n\n\n\n
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