Create and manage tasks in the Diary

To create a new task click here

To create a new task

On any Diary screen, click Add then Add task.
Enter the Task title.
If you wish to assign this task to a staff member or contractor, select their name from the Assign staff dropdown box.
- You can assign tasks to farm staff and contractors who have been added to FarmIQ. They do not have to have their own FarmIQ account. See People for more details.
If this task is required for environmental compliance, check the Is this task required for environmental compliance? box.
Enter the Start date and End date of the task.
- If you are adding a repeating task, select the Repeat task checkbox.
  - Select the unit for the task repeating under Repeats and frequency under Repeats every.
  - Select when the task ends: after a specified number of occurrences, after a specified date, or never.

You can add items to the task in the right hand panel of the Create task box.

	Click these links for more information on task categories, checklists, linking tasks and task locations.

To add a task category click here

To add a task category:

Click Add category.
Select whether the category relates to Health and safety (H & S), Land, Stock or Other.
Select the categories you want to add from the list.
- To filter the list, enter a keyword in the Filter box.
Click Save.

To link the task to an asset, hazard, emergency equipment or emergency drill click here

To link the task to an asset, hazard, emergency equipment or emergency drill:

Click Link to.

Then to...

link to:	select the...	The task will be listed under...
an Asset,	Asset type and Asset.	Maintenance tasks in the Asset record
an Emergency drill,	Emergency drill.	Scheduled/completed drills in the Emergency drill record
Emergency equipment,	Equipment type and Emergency equipment.	Checks in the Emergency equipment record
a Hazard,	Hazard type and Hazard.	Action plans in the Hazard record

To remove a link, click the dustbin next to it.

Click Save.
- The link can be seen in the Details column in the tasks view of the diary.
- The task will appear in the action plan of the selected asset, emergency drill, emergency equipment or hazard.

To add a checklist click here

To add a checklist:

Click Checklist.
Select whether you want the check list to be Standard or Pass/fail.
- Items on a Standard list can be marked as complete.
- Items on a Pass/Fail list are recorded as passing or failing with a tick or a cross.
  For example, the item: 'Check if there's enough vaccine to vaccinate the 2017 ewe mob.' can be marked as completed with a pass or fail depending on the amount of vaccine.
If you want to divide the checklist in to sections, select Labels.
- Enter the first section heading in the Add label box.
- Click Add label to add a heading at the begining of each section of the checklist.
Enter the title in the Add title text box.
- You can add more detail in the Add note text box.
- To make an item compulsory, click the red asterisk.
- To add an attachment to an item on the checklist, click the paperclip.
  - select the file From your computer or From your doc/image library
    or
    drag and drop the file from the file list on your computer to the Drag and drop files here box.
- To delete an item on the checklist, click the dustbin.
To add an item to the list, click Add another item.
Click Save.

To attach a file from your computer click here

To attach a file from your computer:

Click From computer.
Select the file from your computer. Do not try to drag and drop the file.
The file is shown at the bottom of the Create task box.
- To delete an attachment, click the dustbin next to the attachment.
- To view the attachment, click the magnifying glass.
- To export the attachment, click Export.

To attach a file from your file library click here

To attach a file from your file library:

Click From file library.
Select the file from your File library.
Click Save.
The file is shown at the bottom of the Create task box.
- To delete an attachment, click the dustbin next to the attachment.
- To view the attachment, click the magnifying glass icon.
- To export the attachment, click the export icon.

To add a note click here

To add a note:

Click Note.
Enter a note into the Note box.
- To remove the note, click the dustbin next to it.

To add a location click here

To add a location:

Click Location.
Draw a dot, line or shape for the location by clicking on the map to place points.
- To finish a shape, click back on the first point.
- Click and drag points to move them.
- To add a point on a line, click the line.
- To remove points, click the dustbin buttons in the side panel.
Click Save.
- To delete the location from your task, click the dustbin next to it.

Click Save.

To create a task from a template click here

To create a task from a template:

On any Diary view, click Add then Add task from template.
Find the template you want to use and click Select.
- In the Create task from template window you can Search for template by name, as well as Filter type and Filter category.
You can change the task title.
If you wish to assign this task to a staff member or contractor, select their name from the Assign staff dropdown box.
- You can assign tasks to farm staff and contractors who have been added to FarmIQ. They do not have to have their own FarmIQ account. See People for more details.
If this task is required for environmental compliance, check the Is this task required for environmental compliance? box.
Enter the Start date and End date of the task.
- If you are adding a repeating task, select the Repeat task checkbox.
  - Select the unit for the task repeating under Repeats and frequency under Repeats every.
  - Select when the task ends: after a specified number of occurrences, after a specified date, or never.

You can add items to the task, or adjust existing ones, in the right hand panel of the Create task box.

	Click these links for more information on task categories, checklists, linking tasks and task locations.