Creating an Activity
Activities are created through a multi-tab form that captures all the essential information about farm work: what’s being done, where, when, and with which resources.
Opening the Activity Form
Navigate to Activities
Go to Activities in the left sidebar.
Click New Activity
Click the green + New Activity button in the top right corner.
The activity form opens with five tabs on the left:
- General — Basic activity information
- Work Type & Assignment — Worker assignments
- Inventory — Products and supplies used
- Equipment — Machinery and tools used
- Documents & Notes — Instructions and attachments
Tab 1: General Information
The General tab contains the core activity details.
Status
Select the initial status for this activity:
| Status | Badge | Description |
|---|---|---|
| Planned | Future activity | Activity is scheduled for the future |
| In Progress | Currently active | Work has started |
| Completed | Finished | Work is done |
Important: Only activities with Completed status appear in reports. Planned and In Progress activities are not included in report data.
Planning Date
Select the date when this activity is scheduled or occurred.
Work Type
Select the type of work from your configured Work Types. The dropdown shows a hierarchical view:
● Field work
└── Harvesting
└── Irrigation
└── Planting
● Office
└── Accounting
● Transport
└── TransportationDon’t see the work type you need? Go to the Work Types tab to add new categories.
Farm
Select the farm where this activity will take place. This is a required field.
Agricultural Season
After selecting a farm, choose the agricultural season. This links the activity to your seasonal planning.
Crop & Location
After selecting a season, you can choose:
| Option | Description |
|---|---|
| General Season Activity | No specific crop — for general farm work |
| Specific Crop | Select a crop with zone and area from seasonal planning |
Crops are shown with their zone and area: “Potate - potato-russet (Field 1 - 25 ha)“
Tab 2: Work Type & Assignment
Assign team members to this activity.
Adding Workers
Click Add Workers
In the Team Assignment section, click the + Add Workers button.
Select Workers
The worker selection dialog appears with:
- Search — Find workers by name, employee ID, or skills
- Worker table — Shows all available workers with their type, skills, and role
- Select All — Quickly select all workers
Check Workers to Assign
Select the checkboxes for workers you want to assign.
Click Add Workers
Click Add X Workers to assign them to this activity.
Setting Work Hours
After adding workers, specify hours for each:
| Column | Description |
|---|---|
| Worker | Worker’s name |
| Employee ID | Worker’s ID code |
| Hours | Number of hours worked (editable) |
The summary shows:
- Total Workers — Number of assigned workers
- Total Hours — Sum of all work hours
Removing Workers
Click the trash icon next to any worker to remove them from the activity.
Worker Types
Workers are color-coded by type:
- Full-time — Permanent employees
- Part-time — Part-time employees
- Seasonal — Temporary seasonal workers
- Contractor — External contractors
Tab 3: Inventory
Track products and supplies used in this activity.
Adding Products
Click Add Products
In the Inventory Assignment section, click the + Add Products button.
Search and Filter
The product selection dialog offers:
- Search — Find by name, category, brand, or SKU
- All Types filter — Filter by product category
- Select All Available — Select all products
Select Products
Check the products used in this activity.
Click Add Products
Click Add X Products to add them.
Setting Quantities
After adding products, specify the quantity used:
| Column | Description |
|---|---|
| Item | Product name |
| Category | Product category badge |
| Quantity | Amount used (with unit) |
The summary shows:
- Total Products — Number of different products
- Total Quantity — Combined quantity
Product Categories
Products are grouped by category:
- Seeds — Planting materials
- Fertilizers — Nutrients and amendments
- Chemicals — Pesticides, herbicides, fungicides
- Other — All other product types
Removing Products
Click the trash icon to remove a product from the activity.
Tab 4: Equipment
Assign tractors, tools, and machinery to this activity.
Adding Equipment
Click Add Equipment
In the Equipment Assignment section, click the + Add Equipment button.
Search Equipment
The equipment selection dialog offers:
- Search — Find by name, type, model, or manufacturer
- Select All Available — Select all equipment
Review Equipment Details
The table shows:
- Equipment — Name and assigned operator
- Type — Equipment category
- Status — Operational status
- Condition — Current condition
Select Equipment
Check the equipment used in this activity.
Click Add Equipment
Click Add X Equipment to add them.
Setting Equipment Hours
After adding equipment, specify operating hours:
| Column | Description |
|---|---|
| Equipment | Equipment name |
| Type | Equipment type badge |
| Hours | Hours of operation |
The summary shows:
- Total Equipment — Number of equipment items
- Total Hours — Combined operating hours
Equipment Types
Equipment is grouped by type:
- Tractors — Farm tractors
- Tools — Hand and power tools
- Implements — Attachments and implements
- Vehicles — Trucks, UTVs, other vehicles
Removing Equipment
Click the trash icon to remove equipment from the activity.
Tab 5: Documents & Notes
Add instructions and supporting documents.
Activity Notes
Enter any additional information:
- Specific instructions for workers
- Safety considerations
- Materials needed
- Special requirements
This text field is optional but helpful for communicating details to your team.
Document Attachments
Coming Soon: Document upload functionality will be available in a future update. You’ll be able to attach:
- Safety data sheets (SDS)
- Application instructions
- Reference photos
- Compliance documents
Additional Information
Use this section for any other relevant details about the activity.
Completing the Activity
Review All Tabs
Check each tab to ensure all information is correct:
- ✓ General — Status, date, work type, location
- ✓ Work Type & Assignment — Workers and hours
- ✓ Inventory — Products and quantities
- ✓ Equipment — Machinery and hours
- ✓ Documents & Notes — Instructions
Click Create Activity
Click the Create Activity button in the bottom right corner.
The activity is created with the status you selected in the General tab.
Activity Status Behavior
| Status | What Happens |
|---|---|
| Planned | Activity is scheduled; does not appear in reports |
| In Progress | Activity is active; does not appear in reports |
| Completed | Activity is finished; data appears in reports |
Report Data: Only completed activities contribute to your farm reports. To see activity data in reports, the activity status must be Completed.
Tips for Creating Activities
Start with General Tab
Always fill out the General tab first — farm and season selection affects what crops and locations are available.
Use Detailed Notes
Include specific instructions in the Documents & Notes tab to help workers understand exactly what needs to be done.
Track Resources Accurately
Recording workers, inventory, and equipment helps you understand true costs and resource usage for each operation.
Complete Activities Promptly
Change status to Completed when work is done so data flows to reports for analysis.
Next Steps
- View Activities — See all recorded activities
- Edit and Delete — Modify or remove activities
- Work Types — Configure work categories