Create a task

Create a task

A new task is created via the Create new task form. There you choose the task type, set the period and priority, assign employees and vineyards, and optionally add a description, custom fields and equipment.

Note

Saving creates one campaign: Vinitor creates a separate task for each selected vineyard and bundles them together. So you are planning one pass of work, not a single task.

Create the task

1. Open the tasks page

   In the sidebar, navigate to Tasks. You’ll see your existing campaigns in the task overview.

2. Click Create

   Click Create task in the top right. The Create new task form opens.

3. Select the task type

   At the very top, select the appropriate task type (e.g. pruning, canopy work, harvest). As long as no type is selected, the hint Select a task type to continue is shown — the remaining sections only appear afterwards, and Save stays disabled.

   The task type determines which additional fields are available under Additional data. If a type is missing, the Manage task types link takes you straight to the settings. More on this under Task types.

4. Set the scheduling (Scheduling section)

   Choose in the toggle between Planned and Retroactive:

   • Planned — Optionally enter a planned start date and a planned completion date, and choose a priority.
   • Retroactive — Record work that has already been done, using Completed on plus From and Until.

5. Assign employees and a task lead (Team section)

   Assign employees by entering names or selecting an employee group. Then choose a task lead — this is a mandatory field and can only be filled once at least one employee is assigned.

6. Assign vineyards (Vineyards section)

   Click Select vineyards and choose the vineyards in which the work is to be carried out. The selected vineyards appear underneath as the Work sequence list — its order determines the sequence in which the vineyards are worked through.

7. Fill in the optional fields

   Below the Optional fields divider you’ll find three expandable areas:

   • Description — Free text for special instructions or notes (Enter description here).
   • Additional data — Custom fields of the selected task type (e.g. Litres applied, Kilograms harvested) via Add field….
   • Machinery & equipment — Machinery & equipment needed for the work.

8. Save

   Click Save. Vinitor creates one task per selected vineyard and bundles them into a campaign. The tasks start with the status Upcoming — for a Retroactive entry, directly with Done.

Field reference

Field	Required	Description
Task type	Yes	Determines the category and available additional fields
Planned start date	No	Planned start of the work
Planned completion date	No	Planned end of the work
Priority	No	Six levels from Very High Priority to No Priority (default: No Priority)
Employees	No	Individual employees or groups who carry out the work
Task lead	Yes	Person responsible — must be chosen from the assigned employees
Vineyards	Yes	One or more vineyards — one task is created per vineyard
Description	No	Free-text description with instructions or notes
Additional data	No	Custom fields depending on the task type
Machinery & equipment	No	Assigned equipment and machinery

Priority levels

Priority	Use
Very High Priority	Highest urgency — takes precedence over everything else
High Priority	Urgent — requires immediate attention
Medium Priority	Should be done soon
Low Priority	Can wait, but shouldn’t be forgotten
Very Low Priority	Only when there is spare capacity
No Priority	Default value — no particular urgency

The priority can be changed at any time afterwards — on the task detail page, in the cell popover of the task table, or in bulk for several vineyards via the action bar of an expanded campaign.

Vineyard assignment

Single vineyard

Select a single vineyard from the list. The campaign then contains exactly one task, and the location is shown on the map in the detail view.

Multiple vineyards

Select several vineyards to plan one pass of work for a whole site or region. Vinitor creates one task per vineyard. In the task overview you expand the campaign and see the progress per vineyard.

Create a retroactive entry

Use the Retroactive toggle in the Scheduling section to record work after the fact. This is useful when work has already been done but hasn’t yet been documented in the system.

For a retroactive entry, all tasks in the campaign are created directly with the status Done. The recorded time span between From and Until is distributed across the vineyards in proportion to their vine area.

Note

On the task detail page the same option is called Create task retroactively and is set there via a checkbox.

Other ways to create tasks

Besides the creation form there are two shortcuts:

• Cell popover of the task table — Click an empty cell in the campaign matrix and create a task there directly with Target date, Employees and Description.
• Add vineyard — Use the ⋮ menu of a campaign to take on further vineyards; one new task is created per vineyard within the same campaign.

Tip

Tasks can also be created automatically from a spray plan — the task type, vineyards and plant protection products are then assigned automatically.

Tip

You can configure task types and their custom fields under Settings → Task types.