Task Management

In this article we'll review:

1. Creating Task Templates
2. Creating Tasks 
3. Viewing Tasks & Managing Task Categories

Task Templates 

From the Canix Web Application:

1. Navigate to Task Management > Templates
   • Here you will find all Task Templates that have been created in this facility. 
2. To create a new Template select Create New
3. Start by naming your Task Management Template where it says, "New Task Template"
4. Select an existing Category from the drop down menu or begin typing and select "Create New Category" to create a new category
5. Complete all required fields: Estimated Duration and Unit - This is an estimation of how long this task will take to complete.
6. Optionally users can add a Task Description, Location, or Assign a User. If this is a task that will be completed on a regular basis select, Repeat Schedule to add a recurring tasks based on the frequency. By default this will be set to Do Not Repeat. 
   Note: Task Description and Assigned User will prefill on tasks created using this template. 
7. Optionally users may also add Triggers, Associate Non-Cannabis Inventory, Create a Checklist or add attachments to the Task Template. 
   • Triggers - A new task with this template will be created when one of the Triggers is met. Users will have the option to create the task immediately or add a delay from the triggered event. There are currently three triggers implemented, but more triggers are planned.
     • Customer License Expired
     • Harvest Created
     • Sales Order Payment Overdue
   • Non-Cannabis Inventory - This feature allows users to assign relevant non-cannabis inventory to a task. Any Non-Cannabis Inventory used will be entered & deducted once the task has been completed.
   • Checklist - Create checklist items that the assigned user must confirm upon completing this task.
   • Attachments - Upload any relevant documents to the Task Template 
8. Once all data has been entered correctly, select Save 

Tasks

From the Canix Web Application:

1. Navigate to Task Management > Tasks 
2. To create a new Task select Create New
3. Get started by selecting an existing Task Category. Select an existing Category from the drop down menu or begin typing and select "Create New Category" to create a new category. Optionally users can select a Task Template to have these fields pre-fill when creating a new task. 
4. Complete all required fields: Task Name, Location, Estimated Duration and Unit (This is an estimation of how long this task will take to complete), Estimated Start and End Dates
5. Optionally users can add a Task Description, or Assign a User. If this is a task that will be completed on a regular basis select, Repeat Schedule to add a recurring tasks based on the frequency. By default this will be set to Do Not Repeat.
6. Optionally users may also Associate Cannabis and Non-Cannabis Inventory, Create a Checklist or add Attachments to the Task.
   
   • Cannabis Inventory - This feature allows users to assign relevant Cannabis Inventory to a task. This is helpful for showing related Labor COGS. Users can select Task Inventory > Cannabis Inventory and use the search box to add Plants, Packages or Harvests based on the task. 
     • Note: Labor COGS will automatically apply to the Cannabis Inventory on the task, such as Plants, Packages, and Harvests, once the task has been marked as complete. The Labor COGS are calculated as the Assigned User’s hourly rate * the task duration entered when completing the task. Labor COGS are applied to Cannabis Inventory as follows:
       • Plant Batches - COGS are split proportionally across plant batches based on the number of immature plants active when completing the task
       • Plants - COGS are split evenly across the plant tags assigned to the task.
       • Harvests - COGS are split proportionally across multiple harvests based on the harvest current weight.
       • Packages - COGS are split across packages proportionally based on packaged quantity at the time the package is created.
   • Non-Cannabis Inventory - This feature allows users to assign relevant non-cannabis inventory to a task. Any Non-Cannabis Inventory used will be entered & deducted once the task has been completed.
   • Checklist - Create checklist items that the assigned user must confirm upon completing this task.
   • Attachments - Upload any relevant documents to the Task Template
7. Once all data has been entered correctly, select Create Task in the top right of the modal.

Viewing Tasks & Managing Task Categories

To view your tasks, from Task Management > Tasks you may toggle from the classic List View, which displays a table with a detailed overview of all task for the facility, to the Task Calendar View, for a more visual overview of tasks to be done.

• From the main Tasks view, users may select 'Only show tasks assigned to me' to filter & display only a list their own tasks as well as filter tasks using the available filters in each column.
• From the Calendar View users may toggle your calendar view to display tasks by Week, Month or List, for a brief colour list of tasks for the week.

Manage Task Categories

From the Calendar View, users can manage task categories and adjust the color associated with each task category on the Calendar.
To do this:

1. Select Settings                     
2. This will open up a side drawer modal with all of the existing task categories for the facility. Users may create a new category by selecting + Create New Category, or manage existing categories using the edit or delete buttons to the right of each category name.
3. To adjust the name or color associated with a task, select the edit icon and it will open a Edit Category modal where users may adjust the category name and/or assign a new color
4. Select Save to save any changes