Training Board
The Training Board is a weekly planning tool that helps you organize and track training activities for all your horses. Unlike task lists which are project-based, the Training Board gives you a week-at-a-glance view where each horse can have multiple activities per day, organized in a grid format.
Perfect for: Professional trainers managing daily training schedules, turnout rotations, conditioning programs, and any recurring activities where you need to see the whole week at once.
How the Training Board Works
The Training Board displays a grid with:
- Rows: Each horse in your organization (alphabetically)
- Columns: Days of the week (Sunday through Saturday)
- Cells: Up to 20 tasks per horse per day, with drag-and-drop reordering
This layout makes it easy to:
- Plan the week ahead
- See who’s doing what each day
- Identify gaps in the schedule
- Coordinate staff assignments
Key Differences from Task Lists
| Feature | Task Lists | Training Board |
|---|---|---|
| Organization | By project or category | By week |
| View | List of tasks | Horse × Day grid |
| Tasks per horse | Unlimited | Up to 20 per day |
| Best for | Projects, one-time tasks | Daily routines, recurring activities |
Accessing the Training Board
Navigate to Programs
Click Programs in the main navigation.
Select Training Board
Click Training Board from the programs menu.
View Current Week
The board opens showing the current week (Sunday-Saturday). Today’s column is highlighted.
Navigating Weeks
Moving Between Weeks
Use the navigation controls at the top of the board:
- Previous Week Arrow: Move to the previous week
- Next Week Arrow: Move to the following week
- Today Button: Jump back to the current week
Date Display
The header shows the date range for the displayed week (e.g., “Dec 29, 2024 - Jan 4, 2025”).
Adding Training Tasks
Click an Empty Cell
Find the horse and day you want to schedule, then click the empty cell.
Select or Type a Task
A dropdown appears with task suggestions. You can:
- Select a suggestion: Click any pre-populated task
- Type a custom task: Start typing to filter suggestions or create a new task
Task is Saved Automatically
Once you select or enter a task, it’s saved immediately. No need to click a save button.
Smart Suggestions: The Training Board learns from your entries. Tasks you use frequently appear at the top of the suggestions list.
Task Suggestions
The system comes with common equestrian activities pre-populated:
Training Activities:
- Flatwork
- Jumping
- Lunging
- Groundwork
- Trail Ride
- Arena Work
- Light Hack
Turnout & Rest:
- Turnout
- Day Off
- Spa Day
- Rest Day
You can also create your own task names. Any task you enter will appear in future suggestions.
Assigning Staff
Each training entry can optionally have a staff member assigned:
Click the Staff Icon
After entering a task, click the staff icon in the cell.
Select Staff Member
Choose from your team members.
Assignment Saved
The staff member’s initials or name appears in the cell.
Staff assignments help coordinate who’s responsible for each horse’s training.
Marking Tasks Complete
Each cell has a completion checkbox:
Find the Checkbox
Look for the checkbox icon in the cell (appears on hover or always visible depending on your view).
Click to Complete
Click the checkbox to mark the task as done. The cell shows a checkmark indicator.
Uncheck if Needed
Click again to unmark if the task wasn’t completed.
Copy Operations
The Training Board includes powerful copy features to speed up scheduling.
Copy to Next Day
Copy all tasks from one day to the following day:
Find the Copy Button
Each day column has a “Copy to Next Day” button in the header (arrow pointing right).
Click to Copy
Click the button to copy all tasks from that day to the next.
Review Copied Tasks
Tasks appear in the next day’s column. Staff assignments are also copied.
Conflict Handling: If the target day already has tasks, you’ll be asked whether to skip existing entries or overwrite them.
Copy from Previous Week
Quickly replicate last week’s schedule:
Click “Copy from Previous Week”
Find this button in the board’s toolbar.
Choose Conflict Handling
Select whether to:
- Skip: Keep existing entries, only fill empty cells
- Overwrite: Replace all entries with last week’s schedule
Schedule is Copied
All tasks from the previous week appear in the current week.
Time Saver: If your weekly schedule is similar week-to-week, use “Copy from Previous Week” and then make adjustments. This is much faster than entering each task individually.
Mobile View
On phones and tablets, the Training Board adapts to a day-by-day view:
Desktop
Desktop Grid View:
- Full week visible at once
- All horses in rows, days in columns
- Click any cell to edit
- Hover to see options
The mobile view is optimized for quick updates in the barn - check off completed tasks, add notes, or adjust the schedule from your phone.
Print View
Print your weekly schedule to post in the barn:
Click the Print Button
Find the print icon in the board’s toolbar.
Preview the Schedule
A print-optimized view opens showing:
- Week dates
- Clean grid layout
- All horses and tasks
- Staff assignments
- No checkboxes or edit controls
Print or Save as PDF
Use your browser’s print function to print or save as PDF.
Barn Posting: Many facilities print the weekly Training Board and post it in the tack room or barn aisle so everyone can see the day’s schedule at a glance.
Editing and Deleting Tasks
Edit a Task
Click the Cell
Click the cell containing the task you want to change.
Modify the Task
Type a new task name or select from suggestions.
Changes Save Automatically
Your edit is saved immediately.
Delete a Task
Click the Cell
Click the cell with the task to delete.
Clear the Field
Delete all text in the task field, or click the X/clear button.
Task is Removed
The cell becomes empty again.
Unlike other programs that use soft deletes, Training Board entries are permanently removed when deleted. This keeps the board clean and focused on the current schedule.
Who Can Access the Training Board
The Training Board is available to staff members based on their role:
| Role | Access |
|---|---|
| Admin | Full access - view, edit, all horses |
| Manager | Full access - view, edit, all horses |
| Member | Full access - view, edit, all horses |
| Client | No access - Training Board is staff-only |
Clients do not see the Training Board. If you need to share training schedules with clients, consider using the Activity Feed or posting updates on the horse’s profile.
Best Practices
Plan Weekly
Set aside time each week (Sunday evening or Monday morning) to plan the week’s training schedule. Use “Copy from Previous Week” as a starting point if your schedule is consistent.
Use Consistent Task Names
Stick to the suggested task names when possible. This makes:
- Searching easier
- Reports more accurate
- Suggestions more relevant
Mark Complete Daily
Check off completed tasks throughout the day, not at the end. This keeps the board current and helps other staff members know what’s been done.
Print for the Barn
Print the weekly schedule and post it in a common area. Not everyone has constant phone access in the barn, and a printed schedule ensures everyone knows the plan.
Coordinate with Staff
If you assign staff to tasks, make sure they know to check the Training Board. Consider reviewing the board in morning meetings.
Adjust as Needed
Plans change - horses need rest days, weather affects outdoor training, things get rescheduled. Update the board when things change so it always reflects reality.
Common Questions
Q: Can I add multiple tasks per horse per day?
A: Yes, you can add up to 20 tasks per horse per day. Tasks can be reordered using drag and drop - just click and hold a task, then drag it to the desired position within the cell.
Q: What happens to old weeks?
A: Training Board data is kept for historical reference. You can navigate to past weeks to see what was scheduled and completed.
Q: Can I set up recurring tasks on the Training Board?
A: The Training Board doesn’t have built-in recurring tasks. Instead, use “Copy from Previous Week” to quickly replicate schedules. For truly recurring tasks (like daily turnout), consider using the Tasks module with recurring task rules.
Q: Why can’t clients see the Training Board?
A: The Training Board is an internal planning tool for staff. Clients see horse activity through the Activity Feed and horse profiles, which provide a more appropriate client-facing view.
Q: Is the Training Board connected to the Health or Farrier programs?
A: No, the Training Board is independent. Health visits and farrier appointments should be recorded in their respective programs. The Training Board is specifically for training and daily activities.
Q: Can I export Training Board data?
A: Currently, you can print the board or save as PDF.
Next Steps
Now that you understand the Training Board, explore these related features:
- Health Program - Track vaccinations and vet visits
- Farrier Program - Manage shoeing schedules
- Feed Program - Build feeding programs
- Tasks Overview - Learn about project-based task management
Need Help?
Questions about the Training Board? We’re here to help:
- Email: support@equineops.com