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Updated on 10/24/2019
FarmIQ Help centre Publication
Task bar
Direct link to topic in this publication:

Task bar

Keep track of what needs to be done on the Task bar.

Open the Task bar to see your tasks, the Farm to do list and the Farm shopping list. This is a convenient place for you to manage the tasks that are assigned to you and to check off items on the lists as you complete them.

You can also create tasks and add items to the Farm to do list and the Farm shopping list. 

Watch this video for an overview of how to use the Task bar:

 

For the PDF click here.


Open the Task bar

Change which sections are displayed on the Task bar

Each user can customise which sections of the Task bar they see.

Manage tasks assigned to you

When a task is assigned to you, it appears on your Task bar on one of the task lists: My tasks today, My future tasks or My overdue tasks.

You can view the details of a task, edit a task or mark a task as completed on the Task bar.

To open and close a task list, click the name.

Information
  • If the task has a checklist with an item marked compulsory, you must mark this item as complete before you can record the task as complete.
To view task details on the Task bar:
  1. Open the Task bar.
  2. Click the name of the section with the task you want to view.
  3. Click the name of the task you want to view.
  • To return to the Task bar, click Cancel.
To edit task details on the task bar:
  1. Open the Task bar.
  2. Click the name of the section with the task you want to edit.
  3. Click the name of the task you want to edit.
  4. Make the desired changes.
  5. Click Save.
To record a task as complete on the Task bar:
  1. Open the Task bar.
  2. Click the name of the section with the task you want to record as complete.
  3. Click the checkbox next to the task you want to record as complete.
  • If the task has a checklist with an item marked as compulsory, that item must be completed before you can record the task as complete.
  • The task is crossed out but will remain on the list until midnight that day.
  • You can clear the checkbox to view or edit the task.

Create tasks on the Task bar

You can create tasks and assign them to staff and contractors on the farm on the Task bar.

To add a task on the Task bar click here
To add a task on the Task bar:     
  1. Open the Task bar then click My tasks today.
  2. Click Add task.
  3. Click Create new.
  4. Enter the Task title.
  5. If you wish to assign this task to a staff member, 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.
  6. 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.
  7. You can add categories, a checklist or notes to the task and you can attach files.
    See the right hand panel of the Create task box.
    To add a task category to a task:
    • 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 a 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 to a task:
    • 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 to a task 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 to a task 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 to a task:
    • Click Note.

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


  8. Click Save.
To add a task on the Task bar using a template click here
To add a task on the Task bar using a template:     
  1. Open the Task bar then click My tasks today.
  2. Click Add task then click From template.
  3. 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.
  4. You can change the task title.
  5. If you wish to assign a staff member to this task, select their name from the Assign to staff dropdown box.
    • You can assign tasks to staff who have been set up in FarmIQ. They do not have to have their own FarmIQ account. See Add staff.
  6. Enter the Start date and End date of the task.
    • If you are adding a repeating task, check the box next to Repeat task.
      • Select the unit for the task repeating under Repeats and frequency under Repeats every.
      • Select when the task ends either after a specified number of occurrences, a specified date, or never.
  7. You can add items to the task or adjust existing ones.
    To add a task category to a task:
    • 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 a 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 to a task:
    • 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 to a task 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 to a task 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 to a task:
    • Click Note.

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


  8. Click Save.

Farm to do list and Farm Shopping list

The Farm to do list is a list of activities that need to be done but can be done by anyone on farm.

On the Farm shopping list you can record items that are needed for the farm.

All users with access to the task bar can see, add and check off items on the Farm to do list and Farm shopping list.

On the list History you can see all completed and open items, with created and completed dates and who created and completed them. You can sort and export the list History, making it easy for you to take it with you around the farm or when you go to shop.

Information
  • Everyone with access to the Task bar can add, see and complete items on the Farm to do list and Farm shopping list.
  • When an item on the Farm to do list or Farm shopping list is marked as complete:
    • The item is crossed out
    • The System shows who recorded it as complete and the time.
    • The item remains, crossed out, on the list until midnight that day.
    • The item is recorded in to do list or shopping list History. It is not recorded in the Diary.
  • If you delete an item on the Farm to do list or Farm shopping list the item does not appear in History.
To add an item to the Farm to do list or Farm shopping list:
  1. Open the Task bar.
  2. Click Farm to do list or Farm Shopping list.
  3. Enter an activity or description in the text box at the bottom of the list.
  4. Click Add or press Enter on your keyboard to add another.

To mark an item on the Farm to do list or Farm shopping list as complete:
  1. Open the Task bar.
  2. Click Farm to do list or Farm shopping list.
  3. Click the checkbox next to the item you want to mark as completed.
  • The System shows that you have recorded the activity as complete and at what time.

To view and download the History of the Farm to do list or Farm shopping list:
  1. Open the Task bar.
  2. Click Farm to do list or Farm shopping list.
  3. Click History next to Farm to do list or Farm shopping list.
  • To sort the list, click the column headings.
  • To download the list to a PDF, click Export.
  • To return to the Farm to do list or Farm shopping list, open the Task bar.

To delete an item from the Farm to do list or Farm shopping list click here
To delete an item from the Farm to do list or Farm shopping list:     
  1. Open the Task bar.
  2. Click Farm shopping list or Farm to do list.
  3. Hover over the item you want to delete.
  4. Click the dustbin.

  • Items deleted from the lists do not appear in History.

Find out more