Task Management

Streamline operations with comprehensive task creation, assignment, and tracking across your agricultural teams

Getting Started
Work through these exercises in order to build a complete Highland AG Tech setup

Important Instructions

  • Complete each task in the order listed below
  • Take your time to understand each step and its purpose
  • Ask questions if you need clarification on any step
  • Check off each task as you complete it
Setup Checklist
Complete all 11 tasks to fully configure your Highland AG Tech platform
1. Create User
User Management

Set up a new user account with appropriate permissions and role assignments

2. Create User Groups for Approvals
User Management

Establish user groups with approval workflows for different operational areas

3. Create a Site
Site Management

Define a new agricultural site with location details and operational parameters

4. Create Custom Map
Mapping

Design a custom field map with boundaries, zones, and relevant geographical features

5. Create Season
Planning

Set up a growing season with start/end dates and crop planning parameters

6. Create Program
Compliance

Establish a compliance program with requirements, tasks, and certification objectives

7. Create Manual
Documentation

Develop an operational manual with procedures, policies, and guidelines

8. Create Template
Templates

Design a reusable template for logs, forms, or recurring documentation needs

9. Create SOP
Procedures

Write a Standard Operating Procedure with step-by-step instructions for a specific task

10. Link Documents
Integration

Connect documents, SOPs, and templates to programs, tasks, or compliance requirements

11. Schedule Tasks
Task Management

Set up automated task scheduling with assignments, due dates, and recurring patterns

Helpful Tips
Best practices to ensure successful completion of your setup
Start Simple

Begin with basic configurations and add complexity as you become more comfortable with the platform

Use Real Data

When possible, use actual operational data to make the exercises more relevant and practical

Test Connections

Verify that linked documents and scheduled tasks work correctly before moving to the next step

Document Changes

Keep notes of your configurations for future reference and troubleshooting

After Completion
What to do once you have finished all the setup tasks

Next Steps

  • Review your configurations with a supervisor or trainer
  • Test the complete workflow from task creation to completion
  • Proceed to the Final Quiz & Acknowledgment module
  • Begin using the platform for daily operations