Tasks
Tasks help you track work around the barn: what needs doing, who's responsible, when it's due, and which horses it involves. Tasks can be broken into subtasks, tagged, and have files attached.
Tasks is available on every plan.
What a task is
A task has a title, an optional due date, one or more assignees, an optional description, and can be linked to horses and tags. A task can also contain subtasks, each with its own assignee and date. Tasks are either Incomplete or Complete.
View tasks
- Go to Tasks.
- The list shows these columns: Task, Due On, Tags, Horses, and Actions.
- Use the filter bar to narrow the list:
| Filter | Options |
|---|---|
| Status | All, Complete, Incomplete, Archived |
| Horse | A specific horse |
| Tags | One or more tags |
| Created By | The user who created the task |
| Assignee | The user a task is assigned to |
| Due Date Range | A start and end due date |
Click a task to open its details.
Create a task
- From Tasks, click Create Task.
- Fill in the fields:
| Field | Notes |
|---|---|
| Task name | The title of the task (required) |
| Due Date | When the task is due |
| Assign To | One or more team members responsible |
| Description | Optional details |
| Horses | One or more horses the task relates to |
| Tags | Optional labels; you can pick existing tags or create new ones |
| Attachments | Files such as images, PDFs, and documents |
- Optionally add subtasks. Each subtask has its own title, assignee, and date.
- Save the task.
Assign a task
Use the Assign To field when creating or editing a task to choose one or more team members. Each subtask can be assigned separately. You can filter the task list by Assignee to see who is responsible for what.
Complete a task
- On the My Tasks view, use the checkbox next to a task to mark it Complete or Incomplete.
- Completing a task with subtasks reflects how many subtasks are done; subtasks can be completed individually.
- Use the Status filter to switch between Complete, Incomplete, Archived, and All.
Task actions
From a task's menu in the list you can:
| Action | What it does |
|---|---|
| Duplicate | Creates a copy of the task |
| Edit | Opens the task for changes |
| Archive | Moves the task out of the active list |
| Delete | Permanently removes the task |
Restore an archived task by opening it from the Archived status filter.
Linking tasks to horses
Add horses to a task using the Horses field when creating or editing it. Linked horses appear in the task's Horses column. Each horse profile also has a Tasks tab that shows the task list filtered to that horse, so you can see everything outstanding for a single horse and create new tasks already linked to it.