This article will explain how to navigate to the Task Board also how to fulfill tasks and edit schedules.
The Tasks feature is available for the following products:
- Cafe
- Roast Professional and higher tiers
- Origin Professional and higher tiers
- Lab
The Task Board
You need Task viewing permission to access the Task Board. As soon as a task becomes due, it will we populated on the Task Board.
By following the steps below you can easily access the Task Board:
- Log in to the online platform C-sar.
- 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.
💡If there are no tasks due, you can still view the Task Board by selecting the Tasks option from the main menu bar.
- From the Task Board you can see all due and overdue tasks for the selected time period, independent from its assignee or status.
💡 Production volume based tasks will be shown at the top.
- From the Task Board you can filter for tasks relevant to you or change their status.
Tasks assigned to a specific roasting machine may also appear in Roasting Intelligence (RI).
Filtering tasks
You can conveniently filter tasks on the Task Board to display only those that are relevant to you.
You can toggle between the two options:
Specifying time frames
By clicking at the respective date preset, you are able to view tasks that are due Today or within:
- 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 customizable filters
By clicking the 
Filter button, the filter sidebar will appear, allowing you to apply various criteria to display tasks that are specifically relevant to your needs.
The options available for filtering include:
- Task name
- Task status
- Task frequency
- Assigned to
- Roasting machine
- Cafe equipment
- Location
- Task category
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: For tasks that are scheduled based on specific dates, a task is marked as "Missed" when the next occurrence of that task is completed without the previous instance being fulfilled.
If you're wondering what occurs when a task becomes overdue, here's what you need to know:
You will be alerted when a task is overdue:
- An overdue task is indicated by an orange date or production volume displayed in the Due column on the Task Board.
- In Roasting Intelligence, overdue tasks are highlighted in orange, indicating their overdue status along with the duration for which they have been overdue:
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 input the actual completion time to clear the Overdue flag.
Changing the task status
Tasks can be completed in two different ways:
Completing tasks from the Task Board
There are multiple ways available for completing tasks.
- Checking off the task:
Click the checkbox located to the left of the task.
- Changing the status using the dropdown menu.
💡When you are actively working on a task, it is recommended to change its status to "In progress" to accurately indicate your current engagement with the task.
- Changing the status via the Task detail modal
Changing the status via the Task detail modal
By following the steps below you can easily change the status via the Task detail modal:
- Click on the Task name to open the details.
- Select the desired Status from the dropdown menu in the window that appears.
💡You can only edit the Status and/or add Comment here.
- When you update the status to Done, additional fields will become available for you to specify who completed the task and to record the date and time of its completion:
- Click the Save button to confirm your changes.
💡 You can enhance your tasks by adding comments, which can serve to provide additional context to your manager or co-worker, or to document the progress and actions taken on the task.
Completing tasks directly within the Roasting Intelligence (RI)
Tasks assigned to a roasting machine may also appear in Roasting Intelligence (RI), provided that the task issuer has enabled this feature.
Once a task reaches its due date, an indicator featuring the Tasks icon will appear in Roasting Intelligence (RI).
By following the steps below you can complete tasks directly within the Roasting Intelligence (RI):
- Switch to the Task sidebar by clicking on the Tasks icon bottom left.
- Click the "..." See more button and select the action:
- Mark as done
- Mark as won't do
- Mark with a comment
Related content
Congratulations! You have learned how to navigate through the Task Board, fulfill and change the status of the the tasks.
Your opinion matters. If you have further questions, feedback, or concerns, please feel free to reach out by submitting a support ticket directly from support.cropster.com.