Fulfilling Tasks
Table of Contents
Overview
This article explains how to navigate the Task board, customize your display, and apply filters. It also explains how to update task statuses and mark tasks as complete.
Instructions
Navigating to the Task board
You need Task viewing permission to access the Task board.
- Log in to the online platform C-sar.
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On your dashboard, you see tasks (assigned directly to you or anyone) that are due today. Click on Tasks due today to get to the Task board.
Even when no tasks are currently due, you can access the Task board at any time by selecting Tasks > Task board on the main menu bar.
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The Task Board provides a comprehensive view of all due and overdue tasks for your selected timeframe, irrespective of who they are assigned to or their current status.
💡 Any tasks assigned to a specific roasting machine will also be visible directly within the Roasting Intelligence interface.
Customizing your Task board view
Tailor your Task board by applying filters to display only the assignments relevant to your current workflow:
Specifying time frames
- Navigate to the Task board.
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Select a date preset to instantly view tasks due Today or within your chosen timeframe:
- Last 7 days
- Next 7 days
- Next 30 days
⚠️ Production volume-based tasks will not appear in the Next 7 days or Next 30 days view.
Setting up filters
- Navigate to the Task board.
- Click the
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Filter button to open the sidebar. -
You can refine your task list based on specific criteria that match your needs:
- Task name
- Task status
- Task frequency
- Assigned to
- Roasting machine
- Cafe equipment
- Location
- Task category
- Click Apply filters.
Exploring the Task statuses
A task can have the following statuses:
- To do: Once a task reaches its due date, it will automatically appear as "To do" on the Task board.
- In progress: Tasks that are actively being worked on.
- Done: Tasks that are fulfilled.
- Won't do: Tasks that are deemed unnecessary or are not feasible to complete.
- Missed: A task is marked as "Missed" if its next occurrence is completed without the previous instance being fulfilled.
You will be alerted when a task is overdue:
- On the Task Board, overdue tasks are marked by an orange date or production volume in the Due column.
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In Roasting Intelligence, overdue tasks are highlighted in orange, showing exactly how long they have been delayed.
The overdue flag will remain active unless the status is set to 'Won't do'.
If you completed a task on time but forgot to mark it as done, you can enter the completion time to clear the Overdue flag.
Changing the Task's status
Completing tasks via the Task board
Check off the task directly on the Task board.
Completing tasks via the Task detail modal
- Click the Task name.
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Choose your preferred Task status from the dropdown menu.
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When you mark a task as ‘Done’, new fields will appear to log the completer, date, and time.
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Click Save.
💡 Tips and Recommendations
- Keep your team updated by switching the task's status to “In progress” as soon as you start working on it.
- Add comments to your tasks to provide extra context or to document progress and specific actions taken.
If you have further questions, feedback, or concerns, please submit a support ticket directly from support.cropster.com.