Overview of work and task functionality in FarmQA

Navigating the Work tab

Creating task types

Adding custom tasks

Creating a new work item for a field in the FarmQA web app

Creating a new work item for a field in the Fields page

Schedule a scouting task while scouting a field

Creating new work items from the FarmQA mobile app

Create a task from a pre-existing recommendation

Completing an assigned task from the FarmQA mobile app

Schedule a review or scouting task from a scouting report

Navigating the Work tab

• Log in to your FarmQA account from the web app if you aren't already.
• Click on the Work icon. 
• Checking the box to the left of a work item will give you the following options: 
  • Complete: Mark your work item as being completed and assign a completion date. You also have the option to include a note to associate with your work item. This note can be added to the start or end of an existing note, or can replace an existing note, based on what you choose in the Notes dropdown menu (pictured below). 

• •  Assign: Assign a task to a user, whether the task already has a user assigned to it or not. You also have the option to include a note to associate with your work item. This note can be added to the start or end of an existing note, or can replace an existing note, based on what you choose in the Notes dropdown menu (pictured below). 

• • Excel: Click the More button, then click on the Excel option to export the tasks currently displayed on the Work page to an excel document (pictured below). 

• • Delete: Click the More button, then click on the Delete option to delete any tasks you currently have selected. Click the Delete button to confirm that you want to delete this/these task(s) (pictured below). 

• Use the Group by dropdown to organize your Work tab further. The Group by dropdown menu offers the following options: 
  • Priority: groups tasks by the task's priority, with the lowest priority tasks appearing at the top of the list. 

• • Creator: groups tasks by the creator of the task in alphabetical order based on the task creator's name. 

• • Assigned to: groups tasks based on the FarmQA user the task is assigned to. The list is sorted alphabetically based on the name of the person the task is assigned to. 

• Checking the Show completed box in the upper right-hand corner of the screen will display both the uncompleted and completed work items in your FarmQA account (pictured below).   

Creating task types

• Log in to your FarmQA account from the web app. 
• Click on the Work  icon, then go to the Task Types tab. 
• Click the blue Add button at the bottom of the screen to add a new task type (pictured below).

• Complete the following steps to setup your new task type (pictured below): 
  1. Give your new task type a Name.
  2. Use the Select task category dropdown menu to pick the type for your task. This should roughly match your task's name. 
  3. Use the Icon dropdown menu to select an icon to represent your task with. 
  4. Edit how your fields are Colored when you're coloring your fields by task status. 

• Click the Save icon in the top right-hand corner of the screen to save your new task type. 
• Repeat this process until you've added a task of each main category to your account (pictured below).

Adding custom tasks

• Log in to your FarmQA account if you haven't already.
• Click on the Work icon then click on the Task types tab.
• Click the Add button at the bottom of the screen to begin adding a new task.
• Add in the following information (pictured below):
  1. Give your custom task a Name.
  2. Select a Task category that most closely relates to your custom tasks, i.e. a Grid Sampling task would fall under the Soil sample category. 
  3. Set an Icon to represent this task using one of our preset icons found in the dropdown menu. 
  4. Add a Description to your task to better orient your users as to what the task entails. 
  5. 1. Edit how your fields are Colored when you're coloring your fields by task status. 

• When you're done, click the Save icon in the upper right-hand corner of the screen. 
• Your custom task will now appear with your other tasks (pictured below).

Creating a new work item for a field form the Home page

• Log in to your  FarmQA account from the web app if you aren't already.
• In the Home page, click on a field that you want to create a task for. 
• In the slide-out map pane, click on the New Task button (pictured below). 

• Complete the following steps to setup your task (pictured below): 
  
  1. Use the calendar to set the Finish by date for this task.
  2. Set the Priority of the task to either Low, Medium, or High. 
  3. Use the Assignee dropdown to choose the user you want to assign this task to. 
  4. If desired, provide further Instructions for completing this task. 

• When you've completed the steps outlined above, click the Create button to create your task. 

Creating a new work item for a field in the Fields page

• Log in to your FarmQA account from the web app if you aren't already.
• Click on Fields icon, then select the field you want to create a work item for by clicking the box to the left of the name of your desired field. 
• Click on the Schedule task button at the top of the screen. Then, choose the task type you'd like to create (pictured below). 

• Complete the following steps to setup your task (pictured below): 
  1. Use the calendar to set the Finish by date for this task.
  2. Set the Priority of the task to either Low, Medium, or High. 
  3. Use the Assignee dropdown to choose the user you want to assign this task to. 
  4. If desired, provide further Instructions for completing this task. 

• Click the Save button at the bottom of the Create tasks window to complete setting up your task. 

Schedule a scouting task while scouting a field

• Log in to your FarmQA account from the mobile app if you aren't already. 
• Click on a field and complete a scouting report like you normally would. 
• When you've completed your scouting report, click the green Submit  button in the bottom right-hand corner of the screen. 
• The Submit reports page will give you a Schedule Scout task  option. Toggle on that option on to begin scheduling a scouting task (pictured below). 

• Click the Edit button to set the number of days in the future you'd like to schedule the scouting task for. You can only set a day between 1 and 180 days in the future. Click OK when you're done (pictured below). 

• Click the text box to add instructions that are associated with your new task.
• Click the Submit button to submit your scouting report and create your new scouting task for this field (pictured below). 

Creating new work items from the FarmQA mobile app

• Log in to your FarmQA account from the mobile app if you haven't already.
• Click on the Work icon at the bottom of the screen. 
• Click the blue Add button, then select whether you want to add a Soil Sample or Scout task (pictured below). 

• Complete the following to create a new task: 
  • Click the Select fields button to access the menu needed to select the field(s) you want to assign your task to. Use the Search bar to search for fields by inputting the name of or crops assigned to the field(s) (pictured below). 

• • Click on Start after and Finish by to access the calendars needed to set a timeframe you want the task finished over (pictured below). 

• • Use the Priority dropdown to set the priority you want the task to have (pictured below).

• • Use the Assigned to dropdown to choose the member of your organization you'd like to assign this task to (pictured below). 

• • Add any Instructions you'd like to pass on to the user who will be completing this task, then press the Create button. 
    • NOTE: If you're assigning this task to multiple fields, you'll be prompted and asked if you want to create tasks for the number of fields you added it for (pictured below). 

Create a task from a pre-existing recommendation

• Log in to your FarmQA account from the web app if you haven't already.
• Click on the Advice icon, then click the box next to the recommendation you want to create a task for in the Recommendations tab. 
• Click the Schedule task button above the recommendation table and select the task type you want your task to be (pictured below). 

• In the Create tasks window, information about the date and field associated with the recommendation will be included automatically. You'll have to input information like Start after and Finish by dates, Priority, and Assigned to information. 
• Click Save to complete creating your task (pictured below). 

Completing an assigned task from the FarmQA mobile app

• Log in to your FarmQA account from the mobile app if you aren't already. 
• Click on the Work icon at the bottom of the screen and select one of the tasks assigned to you (pictured below). 

•  Review the information for the task. For Apply tasks, you can click on the Recommendation button and the recommendation will be downloaded to your device for you to review (pictured below). 

• After reviewing the information in the task screen, click on the blue arrow in the bottom right-hand corner of the screen to go to the field the task was created for. You can then complete said task within that field (pictured below). 

• When you've completed your assigned task, click on the Work icon again and go back to the task you just completed. 
• Within the task, click on the on the green Submit  button in the bottom right-hand corner of the screen (pictured below). 

• Before completing your task, you can toggle on the Update note option to leave an additional note associated with this task in the Work page (pictured below). 

• Click the Save button to complete your task. 

Schedule a review or scouting task from a scouting report

• Log in to the FarmQA mobile app if you haven't already. 
• In the Fields  tab, locate and click on a field and begin scouting it. 
• Once you've completed filling out your scouting report, click on the Submit icon in the bottom right-hand corner of the screen. You'll then be able to access the screen where you'll be able to schedule your review or scouting task (pictured below). 

Please contact FarmQA Support with any further questions