General — Task, material & report types

The General tab is the default tab on the settings page and contains four sections: Display settings, task types, material types and report types.

Note

Navigate to Settings in the sidebar. The General tab is selected by default.

Display settings

The first card on the tab controls which additional information is displayed in various views:

Setting	Description
Show vineyard number	Shows the vineyard number in lists and on the map
Show task ranking	Shows the order of tasks in the task list
Show report time	Shows the time for reports in addition to the date
Edit spray plans	Allows editing of spray plans after creation

Caution

The Edit spray plans setting cannot be re-enabled after being disabled. Contact support if you wish to re-enable this option.

Changes to the display settings take effect immediately after clicking Save.

Task types

Task types define the category of a task and determine which fields are available in the detail view. Vinitor comes with predefined types that you can customise and extend.

Create task type

1. Open settings

   Navigate to Settings → General tab and scroll to the Task types section.

2. Click Create

   Click Create task type. A new input field appears in the list.

3. Enter title

   Enter a name for the task type (e.g. “Pruning”, “Soil preparation”).

4. Select category

   Choose one of two categories:

   Category	Description
   Standard	General viticulture work — 6 tabs in the task detail view
   Plant protection	Spraying work — additional plant protection tab (7 tabs in total)

5. Save

   Confirm with the checkmark button. The new type is immediately available when creating tasks.

Assign materials

Material types can be assigned to each task type. These are then displayed as fields when creating tasks.

1. Open material popover

   Click the cube icon on an existing task type. A popover with the current material assignment opens.

2. Add material

   Select a material type from the Add material type dropdown.

3. Mark as required

   Click the star next to a material to mark it as required (filled star = required field).

4. Remove material

   Click the X next to a material tag to remove the assignment.

Add description

Click the document icon next to a task type to add or edit a description.

Edit and delete

• Edit — Click the pencil icon to change title and category.
• Delete — Click the archive icon to remove the task type.

Material types

Material types define the materials that can be recorded in tasks (e.g. litres of spray, kilograms of fertiliser). They are assigned to task types and appear as input fields when creating tasks.

Create material type

1. Click Create

   Scroll to the Material types section and click Create material type.

2. Fill in fields

   Field	Description
   Material name	Name of the material (e.g. “spray”, “fertiliser”)
   Unit	Kilogramme, litre, piece, euro, note or metre
   Description	Optional description of the material

3. Save

   Confirm with the checkmark button.

Edit and delete

• Edit — Click the pencil icon to change name, unit and description.
• Delete — Click the archive icon to remove the material type.

Report types

Report types categorise reports that employees can create in the field (e.g. “Damage”, “Disease”, “General”).

Create report type

1. Click Create

   Scroll to the Report types section and click Create report type.

2. Enter title

   Enter a name for the report type.

3. Save

   Confirm with the checkmark button.

Edit and delete

• Edit — Click the pencil icon to change the title.
• Delete — Click the archive icon to remove the report type.

Permissions

Permission	Access to
TASK_WRITE	Create, edit and delete task types and material types
REPORT_WRITE	Create, edit and delete report types

Note

Display settings can be changed by any user with access to the settings page — no special permission is required.

Related pages

Task types Impact of types on task detail view

Create a task Create tasks with configured types

Reports — Fields & status Reports and report types in context

Statistics — Create analyses Analysis by task type and material

Settings — All settings Overview of all settings sections