Task table

The tasks page offers two views, switched via the List and Table toggle in the top left. Both work with campaigns as their organising unit.

List view (task overview)

The list view shows the task overview: one row per campaign. Below the heading is the number of campaigns found (“12 campaigns”).

Anatomy of a campaign row

Element	Content
Title	The task type of the campaign
Vineyard count	”40 vineyards” — one task per vineyard
Period	Planned period, e.g. 2 June – 24 July. If only one date is set: From 2 June or Until 24 July
Progress bar	Notched bar — one notch per vineyard (up to 12 vineyards, continuous above that). Green = completed, blue = started
Progress text	”7 of 12 done”
Employees	Avatars of the participating employees, task lead highlighted
Status chip	Open, In progress or Done
⋮ Row menu	Add vineyard · Duplicate · Delete

Row menu

Action	Description
Add vineyard	Extends the campaign with further vineyards — one new task is created per vineyard. Vineyards already included are skipped
Duplicate	Creates a copy of the campaign — same task type, same employees, same planned dates, same vineyards. The new tasks start with the status Upcoming
Delete	Deletes the campaign and all of its tasks (confirmation: “Delete campaign?”)

Expanded campaign

Clicking the row expands the campaign. A table with one row per vineyard appears underneath.

Column	Content
Selection	Checkbox — the header row selects all
Vineyard	Name of the vineyard with its additional designation
Status	○ Open · ● In progress · ✓ Done
Prio.	Priority icon of the task
Employees	Avatars of the assigned employees
Action	Status-dependent button (see below)

All columns except Action are sortable. If there are more vineyards than shown, Show all n vineyards appears at the end.

The button in the Action column depends on the status of the task:

Task status	Button	Result
Open	Start	Task becomes active
In progress	Complete	Task is completed
Done	Reopen	Task goes back to In progress

Action bar for multiple selection

As soon as at least one vineyard row is selected via its checkbox, an action bar appears above the table showing the number of selected vineyards:

Action	Description
Complete	Sets all selected tasks to completed
Assign employees	Replaces the employees of the selected tasks
Set target date	Sets the planned completion date of the selected tasks
Priority	Sets the priority of the selected tasks
Remove	Removes the selected tasks from the campaign (confirmation: “These tasks will be removed from the campaign.”)

Header bar: search, period, filter & sorting

Element	Description
Search field	”Search vineyard, variety or employee…” — matches are reported per campaign as “n matches”
Period toggle	Month (default) · Year · All
Period	Custom period via From/Until
Filter & sorting	Expandable panel — a dot on the button indicates active settings

In the Filter & sorting panel:

Area	Options
Status	All · In Progress · Done (campaign status, multiple selection possible)
Sorting	Relevance (default) · Start date · Completion date · Name · Progress · Created — with an ascending/descending toggle
Reset	Resets the status filter and the sorting

Note

The period filter hides fully completed campaigns only. Campaigns with tasks still open stay visible in every period, so that overdue and undated work does not disappear.

If there are no campaigns, or none match the filter, No campaigns found. appears.

Export

Use the Export button in the top right to download the task list — as Export PDF or Export CSV.

Table view (campaign matrix)

The table view shows a matrix of vineyards (rows) and campaigns (columns).

Header bar

Element	Description
Vineyards	Opens the row selection (Select vineyards); the number in the badge shows how many vineyards are selected
Tasks	Opens the column selection (Select tasks); the number in the badge shows how many campaigns are selected
Views	Saved views (see below)
Status chips	In Progress · Done · Upcoming, each with a count — clicking hides that status in the matrix or shows it again
Progress in	Segmented toggle Count / Area (ha)

Columns and rows

• Columns are campaigns. The column header shows the task type, the period, a progress bar and the progress value. Use the × to remove a column from the view.
• Rows are vineyards and vineyard groups. Groups can be expanded, and their members then appear as sub-rows.
• Columns and rows can be reordered by drag and drop. The order is retained.
• On the far right there is a + Task column, which you use to create a new campaign.

Cell popover

Clicking a cell opens a popover with quick actions.

Cell content	Popover
Empty	Form for creating a task: Target date, Employees, Description — button Create task
Exactly one task	Quick view: Status with action buttons, Target date, Employees, Priority (all six levels), Description, plus Delete and Details
Several tasks	Header with task type, row, progress and the list of tasks — below it the Create another task form

The status actions in the popover:

Status	Available actions
Open	Start · Complete
In Progress	Complete
Done	Reopen

Note

Deleting is only possible for tasks with the status Open. The first click on Delete switches to Really delete?; only the second click deletes.

Saved views

Use Views to save an arrangement of vineyards, campaigns, hidden statuses and progress mode.

Action	Description
Save current view…	Saves the current arrangement under a name
Clicking the name	Applies the view
Rename	Renames a saved view
Delete	Removes a saved view

The name of the active view appears in the top left of the matrix and can be cleared there via ×. As soon as you change vineyards, campaigns, status chips or the progress mode, the name disappears on its own.

Saved views apply business-wide, not per user. Creating, renaming and deleting them requires the TASK_WRITE permission.

If no views have been saved yet, the panel shows No saved views yet.

Progress display

Option	Description
Count	Share of completed tasks in the total number
Area (ha)	Progress weighted by the vine area of the assigned vineyards

Empty state

If no campaigns are selected, the matrix shows No tasks selected with the buttons Select tasks and Create task.

Permissions

Permission	Description
TASK_TABLE_READ	View the table view — without this permission the Table tab is not visible
TASK_WRITE	Create and edit tasks in the cell popover, save views

Permissions are controlled via roles.

Related guides

Use the task table Use the campaign overview and the campaign matrix

Create a task Create new tasks