Tasks — Overview

Task management is the central tool for day-to-day operations in Vinitor. Here you plan work, assign it to employees and vineyards, track progress and document completed work.

The starting point is the task overview. It doesn’t list individual tasks — it lists campaigns.

Campaigns — the organising principle

A campaign is one pass of a task type across several vineyards — for example “Pruning” across 40 vineyards. When you create it, Vinitor creates one task per vineyard and bundles them into a campaign.

So you no longer plan 40 individual tasks, but one campaign with 40 vineyards — and still keep status, priority, target date and employees per vineyard.

Level	What you see there
Campaign	Task type, period, number of vineyards, overall progress, participating employees, status
Task	One campaign row per vineyard — with its own status, priority, target date and employees

Click a campaign row to expand it. A table with all of the campaign’s vineyards appears underneath.

Two views

The tasks page offers two views, switched via the List and Table toggle in the top left:

View	Description
List	The task overview — all campaigns as expandable rows with progress bars
Table	The campaign matrix — vineyards as rows, campaigns as columns. Ideal for season planning and progress overview

Details on both views are available under Task list & table.

Task lifecycle

Every task goes through a lifecycle with three statuses:

Status	Description
Upcoming	Task is planned but not yet started
In Progress	Task is currently being worked on
Done	Task is complete

Status names by surface

Vinitor names the same three statuses differently depending on the surface — wherever the status sits next to action verbs, the shorter wording was chosen:

Surface	Not yet started	Being worked on	Finished
Task overview (campaign & vineyard rows)	Open	In progress	Done
Task table (status chips in the header bar)	Upcoming	In Progress	Done
Task table (cell popover)	Open	In Progress	Done
Map (legend)	Upcoming	In Progress	Done
Task detail page	Upcoming	In Progress	Done
Mobile app	To-Do	In Progress	Done

In each case, the same status is meant.

Allowed status transitions

Not every status can change into every other. The following transitions are possible:

From	To
Upcoming	In Progress, Done
In Progress	Done
Done	In Progress

So a task completed by mistake can be reopened. It goes back to In Progress — not to Upcoming. The action is called Reopen both in the expanded campaign and in the cell popover of the task table.

Note

The Paused status has been retired. Tasks can no longer be paused; existing paused tasks were switched to In Progress. The status therefore also disappears from the map legend, from the status chips of the task table and from the filters in the mobile app.

Status of a campaign

The status a campaign shows is calculated from its tasks:

Campaign status	Condition
Open	Not a single task has been started or completed yet
In progress	At least one task is in progress or already completed — but not all of them
Done	Every task in the campaign is completed

So a campaign with 4 of 44 tasks done is In progress — no longer Open.

Tip

Campaigns with tasks still open are never hidden by the period filter. Whether you have chosen Month, Year or a custom period: overdue and undated work stays visible. The period filters out fully completed campaigns only.

Priorities

Tasks can be given one of six 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 order in this table is also the sort order: when sorting by priority, Very High comes first and No Priority last.

The priority can be set in four places:

• when creating a task,
• on the task detail page in edit mode,
• in the cell popover of the task table,
• in bulk for several vineyards via the action bar of an expanded campaign.

Detail view

Click a task to open the detail view. The top area shows the status, planned start and completion date, and the priority. Below that you’ll find the following tabs:

Tab	Content
Basic data	Assigned employees, task lead, vineyards with map view
Description	Free-text description of the task
Additional data	Custom fields depending on the task type
Machinery & equipment	Assigned machinery & equipment
Work logs	Recorded working time and GPS tracking data
Log	Chronological change log of the task

The Log tab records every status change, assignment and date change in chronological order.

Tasks of type Plant protection show an additional tab for the plant protection records. More on this under Task types.

Use the status button next to Status: to change the status of the task. Reopening a completed task does not happen here, but in the expanded campaign or in the cell popover of the task table.

Permissions

Access to task management is controlled via roles:

Permission	Description
TASK_READ	View tasks
TASK_WRITE	Create and edit tasks
TASK_DELETE	Delete tasks
TASK_TABLE_READ	Use the table view

Mobile app

In the mobile app, your employees have access to the following task features:

• Search tasks — Searchable list of all tasks with a search field and grouping by date, status, location, priority or campaign.
• Show only my tasks — Toggle to show only your own tasks. Business managers and administrators start without this filter by default and therefore see all of the business’s tasks; employees still start with their own.
• Open tasks — Filter for tasks that aren’t yet done.
• Set priority — All six priority levels can be set directly in the app — when creating a task and in the task detail view.
• Campaign in the detail view — The task detail view shows the associated campaign along with its progress (e.g. 3 of 12 open).
• Create task — Create new tasks directly in the field via the plus button.
• GPS tracking — Record working time and route while working on a task.

Note

The mobile app uses its own status names: To-Do, In Progress and Done.

Related pages

Create a task Step-by-step guide to creating a task

Task types Configure standard and custom types

Task list & table List and table view in detail

Task suggestions Automatic suggestions from GPS tracking

GPS tracking Record working time and routes

Plant protection Spray plans and plant protection records

Settings → Task types Manage task types and custom fields