Task Management

In this article we'll review:

1. Creating Task Templates
2. Creating Tasks 

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: When adding Cannabis Inventory such as Plants, Packages, and Harvests to a task and associating Labor to the task this will automatically apply Labor COGS to the Cannabis Inventory when the task has been marked as complete. Please Note the Labor COGS assigned will be a reflection of the Assigned Users hourly rate, (this can be updated in User Management.)  divided evenly across all Cannabis Inventory selected. 
   • 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