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Work plan

Work plan is your list of jobs to follow up. A task is simply a piece of work you want someone to do, such as checking a growing area or inspecting a particular lot. Keeping it on this list means you can return to the workbook and see what still needs attention.

The page brings together the latest saved plan for each job. You can read it without searching through earlier changes, and use the related history when you want to understand why a date or assignment changed. To add work or update it, use Task changes; Work plan itself is a view to read.

How to use this page

Begin with the Work description to understand the job, then read Due on and any Due time to decide when it needs attention. Where a Stock number is shown, it identifies the particular item or group of stock involved. A general farm job can have no stock number.

Planning the work and recording what happens on the farm are separate steps. For example, finishing an inspection tells you that someone did the job; the inspection note explains what they found. If their decision changes stock availability, location or quantity, that change needs its own stock entry as well.

  1. Review the jobs and their dates, using Assigned to and Detail to understand who is expected to do the work and any important context.
  2. To add a job or revise its plan, open Task changes. Return here afterwards to check that the current plan says what you intended.
  3. When the work is done, save a Complete update on Task changes. Use Cancel if it is no longer needed. Open work stays on the plan until you make one of those decisions.
  4. If you need to understand an earlier plan, read Work history. The entries from Task changes fill this page for you, so read the results here and make any further change on Task changes.

If you use Google Calendar, send the saved task changes from Start Here → Update Google Calendar. This starts the update with one click. The Google Calendar guide explains the result and how to connect it for the first time.

Task number

Task number is the lasting label for one job. You choose it when creating the job on Task changes and reuse it if the job is delayed, reassigned or reopened. This lets you find all the decisions about that same piece of work without confusing it with another job.

Work

This description tells the reader what to do. Good wording identifies the thing or place to check and the purpose of the work, so someone returning to the plan later can understand it without relying on memory. “Inspect the held lot and record its condition” gives more direction than “Check stock”.

Stock number

Stock number identifies the item or lot the job concerns. A lot is a quantity you follow together under one stock number. Use the number to find the right stock before starting work; a blank is reasonable for a general job, such as cleaning a shared workspace.

Due on

Due on is the latest date planned for the job. If the date changes, add a Reschedule update on Task changes so this view shows the revised plan. The earlier date remains in Work history, which helps explain a delay without losing the original intention.

Due time

A time appears when someone entered a particular time of day for the work. If the cell is blank, the saved plan specifies a day without a time. Read both Due on and Due time when arranging your work, rather than assuming every task has an appointment time.

Status

Status tells you whether the job still needs attention. Open work remains to be done, completed work has been marked finished, and cancelled work is no longer planned. If a finished or cancelled job needs attention again, use Reopen on Task changes and keep its Task number so its earlier decisions remain connected.

Keep a partly completed job open until all the planned work is finished. If you need to return to finish a check, use Reschedule on Task changes and explain the remaining work in Detail. Keep the same Task number so the earlier plan and the follow-up stay together. If a stock note records the findings, enter its number in Related record. Completing the task does not release a stock hold; record that decision separately in Assessment & holds.

Assigned to

Assigned to names the person or team expected to do the job. It is useful when several people read the same workbook because it makes responsibility visible. Entering a name does not send a message or notification, so arrange any necessary handover with that person separately.

Last update

Last update is the date of the latest saved decision about the task. It can differ from Due on: you might change a plan today for work due next week. If the new plan is unexpected, Work history shows the earlier updates and their explanations.

Detail

Detail provides the practical explanation that may not fit in the short Work description. It can identify which part of an area needs attention or explain why a date changed. Read it before acting when a task has been handed over or its purpose is unclear.

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