---
title: Create Tasks - Quality Tasks & Work Instructions
description: Understanding and Managing Tasks
---

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3. [Workflow & Task Management](https://support.cannavigia.com/knowledge/quality?hsLang=en#workflow-task-management)

# Create Tasks - Quality Tasks & Work Instructions

## Understanding and Managing Tasks

A task in the Cannavigia system records all the essential information regarding the performed work within your facility. Tasks provide structured work instructions or SOPs (Standard Operating Procedures) and can include checklists for employees to follow during the execution of these tasks. This ensures consistency and quality in various work processes.

In the Tasks Setup page **(Quality \> Tasks)**, you can add and manage tasks for different activities such as soil management, irrigation, and harvesting. By setting up these tasks, you streamline operations and ensure that important processes are followed correctly across your facility.

In this article, you'll find this list of topics that you can click on to quickly access the information you need:

- [Add task](https://support.cannavigia.com/knowledge/create-tasks#addtask)
- [Edit task](https://support.cannavigia.com/knowledge/create-tasks#edittask)
- [Add Notes to Tasks](https://support.cannavigia.com/knowledge/create-tasks#addnotetask)
- [Archive and Restore Tasks](https://support.cannavigia.com/knowledge/create-tasks#archivetask)

---

### Add task

To add a new task to the Cannavigia system, follow these steps:

- In the *Tasks Setup *page (**Quality \> Tasks**)*,* click on the green button **+Tasks  
  ![](https://info.cannavigia.com/__attachments/802851237/image-20220810-142357.png?inst-v=0ee672c3-6b93-4c3f-90bc-e054594e3863)**
- The *Add task* window will open up
- Enter a *Name *for your task (e.g. De-budding)
- Use the **▼ **drop-down menu to select a *Category\* *for the task and a *Unit *(e.g. task, hours, minutes, % m2, l/m2)  
  *\*See more on categories in the section below: **Categories according to the GACP Guidelines***
- Optionally, enter a *Description *for the task
- If existing, upload an *SOP *(Standard Operational Procedures) file in PDF format by pressing the **Choose File** button and selecting a file from your computer
- You can also incorporate a **checklist** into the task by writing a checklist item such as an instruction and clicking **Add **to add it as an item to the checklist. The items can be reorganized using the drag-and-drop function. The checklist items will then be visible every time this task is performed. Users will have to check every item in the checklist before performing the task
- Click on **Save **to create the task in the system

![Captura de ecrã 2024-12-06 140326](https://support.cannavigia.com/hs-fs/hubfs/Knowledge%20Base/Captura%20de%20ecr%C3%A3%202024-12-06%20140326.png?width=670&height=363&name=Captura%20de%20ecr%C3%A3%202024-12-06%20140326.png)

#### Categories according to the GACP Guidelines

According to the GACP guidelines (Good Agricultural And Collection Practice), tasks in cultivation and production must be categorized to ensure proper management and adherence to industry standards. The following categories are outlined under the GACP guidelines:

- **Cleaning**: Involves sanitization tasks to maintain hygiene in cultivation and production areas
- **Drying**: Processes related to drying the harvested plants, such as natural drying or freeze-drying
- **Harvest Processing**: Tasks during the harvesting phase, such as removing leaves and trimming flowers
- **Manufacturing**: Activities related to the production or processing of plant materials
- **Plant Care**: Routine plant care activities like defoliation, removing withered leaves, or topping plants
- **Planting**: Tasks related to planting seedlings or plants into their growth medium, whether in pots or fields
- **Soil Cultivation**: Soil preparation and cultivation processes
- **Irrigation**: Management of water supply to plants, including setting up and maintaining irrigation systems
- **Waste Management**: Tasks related to disposing of plant waste or other materials in a controlled and compliant manner
- **Maintenance**: Ensuring that equipment, facilities, and systems used in cultivation and processing are kept in good working condition

🔝[**Return to topic list**](https://support.cannavigia.com/knowledge/create-tasks#topiclist)

---

### Edit Task

In **Quality \> Tasks**, in the *Tasks *tab, you can see all your created tasks. You can edit any any time by following these steps:

- To edit a task, click on the green **Edit** button

![](https://info.cannavigia.com/__attachments/802851237/image-20220810-142427.png?inst-v=0ee672c3-6b93-4c3f-90bc-e054594e3863)

- The *Edit task *window will open with the same fields you entered when creating the task
- Record the necessary changes or enter any additional information regarding that task
  
    - ***Note: The Unit cannot be changed after your initial creation of the task***
- Click on the **Save** button to record your changes and return to the *Tasks *page

 🔝[**Return to topic list**](https://support.cannavigia.com/knowledge/create-tasks#topiclist)

---

### <https://info.cannavigia.com/cannavigia-manual/English/Task.802851237.html#Task-Addinganotetoatask>Add Notes to Tasks

![](https://info.cannavigia.com/__attachments/802851237/image-20211222-083345.png?inst-v=0ee672c3-6b93-4c3f-90bc-e054594e3863)

- To add a note to a task, click on the green **Add note** button
- Enter your note/comment about the task
- Click **Save** to create the note and return to the *Tasks *page

🔝[**Return to topic list**](https://support.cannavigia.com/knowledge/create-tasks#topiclist)

---

### <https://info.cannavigia.com/cannavigia-manual/English/Task.802851237.html#Task-Archivingandrestoringatask>Archive and Restore Tasks

![](https://info.cannavigia.com/__attachments/802851237/image-20211222-083448.png?inst-v=0ee672c3-6b93-4c3f-90bc-e054594e3863)

 

- Click on the grey **Archive** button to archive the task
- Confirm the archiving of the task by clicking **OK**
- To restore a task, go to the *Archive* tab and click on the **Restore** button

![Captura de ecrã 2024-12-06 143000](https://support.cannavigia.com/hs-fs/hubfs/Knowledge%20Base/Captura%20de%20ecr%C3%A3%202024-12-06%20143000.png?width=670&height=156&name=Captura%20de%20ecr%C3%A3%202024-12-06%20143000.png)

![](https://info.cannavigia.com/__theme/images/common/info-macro-icon--39985156a8a940b9a79d.svg)**Note:** Archived tasks are still visible in the *Archive* tab in the *Tasks *page and can be restored at any time.

🔝[**Return to topic list**](https://support.cannavigia.com/knowledge/create-tasks#topiclist)

---

 

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