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Tasks and SOPs

Turn recurring work into checklists, assign it, and let schedule templates plan a whole lot at placement.

Last updated 2026-07-11

Tasks and SOPs

The Tasks module makes sure recurring work - vaccination rounds, biosecurity checks, cleaning, feed changes, weight sampling - is scheduled, assigned, and verifiably done, with completion recorded in the same audit trail as everything else.

Three ideas fit together: an SOP is a reusable checklist, a task is one assigned piece of work, and a schedule template plans a whole lot at once.

SOPs

An SOP (standard operating procedure) is a reusable checklist - the steps to follow for a given job, such as a Newcastle vaccination or a house clean-down. A manager writes it once, giving it a name, the scope it applies to (a flock, a house, or a site), and the steps. A step can require a photo or a numeric reading with an acceptable range, so evidence is recorded as the work is done.

Editing an SOP creates a new version, so a task always records which version was followed.

Tasks

A task is a concrete piece of work: do this SOP, in this scope, by this date. Each task has a due date, an optional assignee, and a status - open, completed, skipped, or cancelled. A task can be assigned to a specific worker, or left in a shared pool for whoever picks it up.

Workers see their tasks on their device, work through the checklist, add any required photos or readings, and mark the task complete. Completion records who did it and when.

Schedule templates

A schedule template packages a whole sequence of tasks into a day-by-day plan - for example a "Broiler 42-day standard protocol". Each item in the template is set as a number of days from placement rather than a fixed date.

When you apply a template to a lot, PoultryDesk reads the lot's placement date and generates every task with the right due date, assignee, and checklist. You plan the protocol once and apply it at placement, instead of scheduling each task by hand.

What you get

  • A task list per person and per lot, with due dates and status.
  • Completion records tied to the worker, the device, and the SOP version followed.
  • Completion KPIs for owners, and a full audit trail alongside every other entry.

See also