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TasksDefault Task Types

Default Task Types

EquineOps includes three built-in task types designed to cover the most common work in equestrian operations: Training, Treatment, and To-Do.

Each task type helps you organize and categorize work, making it easier to filter, search, and manage daily activities. Understanding when to use each type ensures your tasks are organized effectively and your team can find what they need quickly.

Quick Tip: Not sure which task type to use? Start with the general principle: Training is for working horses, Treatment is for medical care, and To-Do is for everything else. You can always change the type later if needed.

Overview

The three default task types are:

  • Training: Exercises, schooling sessions, and training activities
  • Treatment: Medical treatments, medication administration, and therapeutic care
  • To-Do: General work items, maintenance, administrative tasks, and miscellaneous

Each task type serves a distinct purpose in managing your barn operations. Let’s explore each one in detail.

Training Tasks

Training tasks are designed for working horses - any activity that involves riding, groundwork, exercise, or skill development.

When to Use Training Tasks

Use Training task type when the work involves:

  • Riding Sessions: Schooling, trail rides, training rides
  • Groundwork: Lunging, long-lining, in-hand work
  • Exercise: Turnout sessions, hand-walking, treadmill work
  • Skill Development: Specific exercises, training progressions
  • Show Preparation: Practice rounds, course walks, fitness work

Common Training Task Examples

Here are typical training tasks you might create:

Flatwork Sessions:

  • “Flatwork session - focus on transitions and rhythm”
  • “Dressage school - work on 20m circles and leg yields”
  • “Conditioning ride - 30 minutes walk/trot”

Jumping Sessions:

  • “Jump school - gymnastics and related distances”
  • “Course work - 3’6” hunter derby prep”
  • “Cavaletti work - focusing on rhythm and straightness”

Groundwork:

  • “Lunge for 20 minutes - focus on forward and steady tempo”
  • “Long-line session - introduce trot poles”
  • “Liberty work in round pen - connection and communication”

Exercise:

  • “Hand walk for 15 minutes - stall rest recovery day 3”
  • “Turnout in small paddock - observe right hind movement”
  • “Treadmill session - 20 minutes at walk”

Show Prep:

  • “Course walk at 8am - memorize hunter courses”
  • “Practice braiding before show weekend”
  • “Jump warm-up ring - 15 minutes before first class”

Creating Effective Training Tasks

Include these details in training task titles and notes:

Duration: How long should the session last?

  • “20 minute hack”
  • “45 minute training session”

Focus: What’s the primary goal or skill?

  • “Focus on bend and suppleness”
  • “Work on flying changes”

Specifics: What exercises or activities?

  • “Trot poles and cavaletti”
  • “Grid work and single oxers”

Context: Any special considerations?

  • “First ride after 3 days off”
  • “Pre-show tune-up - keep it light”

Training Task Best Practices

  • Be Specific: “Flatwork focusing on lateral work” is better than “Ride Buddy”
  • Include Level: Note jump heights, dressage level, or difficulty
  • Note Restrictions: Add any limitations (light work, avoid left lead, etc.)
  • Track Progression: Reference previous sessions to show improvement
  • Assign Qualified Staff: Ensure assignee has appropriate skills and experience

Safety First: Include any safety considerations in task notes, such as “Mare may be fresh after days off” or “Check girth frequently - has been gaining weight.”

Creating Tasks of Each Type

Now that you understand the three task types, here’s how to create tasks in EquineOps:

From your dashboard, click “Tasks” in the main navigation menu.

Click “Add Task”

In the top right corner, click the ”+ Add Task” button.

Select Task Type

Choose the appropriate task type:

  • Training - For riding, groundwork, and exercise
  • Treatment - For medical care and medications
  • To-Do - For everything else

The task type selector shows icons to help you quickly identify the right category.

Fill in Task Details

Required Information:

  • Title: Clear, specific description of what needs to be done
  • Task Type: Training, Treatment, or To-Do (selected in previous step)

Optional Information:

  • Assigned To: Select a staff member (or leave unassigned)
  • Horse: Link the task to one or more horses
  • Due Date: When the task should be completed
  • Notes: Additional instructions, context, or details

Save Your Task

Click “Create Task” at the bottom of the form.

Choosing the Right Task Type

Still not sure which task type to use? Follow this decision tree:

Is it related to working or exercising a horse?

  • Yes → Use Training
  • No → Continue

Is it related to medical care or medication?

  • Yes → Use Treatment
  • No → Continue

Is it general maintenance, admin, or chores?

  • Yes → Use To-Do

Is it part of a special project or event?

Filtering by Task Type

Once you have tasks in the system, filter by type to focus on specific work:

From the Tasks Page:

  1. Click the “Filter” button
  2. Select “Task Type”
  3. Choose Training, Treatment, or To-Do
  4. View only tasks of that type

This is helpful for:

  • Trainers: View only Training tasks for the day
  • Barn Managers: Focus on To-Do maintenance items
  • Medical Staff: Review all Treatment tasks requiring attention

Task Type Best Practices

Consistency

Use task types consistently across your team:

  • Establish clear guidelines for which type to use when
  • Train new staff on task type categories
  • Review task organization periodically
  • Update tasks if they’re miscategorized

Flexibility

Don’t overthink task types:

  • If you’re unsure, pick the closest match
  • Task type doesn’t affect functionality - it’s for organization
  • You can change task type after creation if needed
  • Focus on clear task details more than perfect categorization

Evolution

Your task type usage may evolve:

  • You might find you need more custom lists than default types
  • Some barns use Training heavily, others use To-Do more
  • Adjust your approach based on what works for your operation
  • Consider custom lists for specialized workflows

Next Steps

Now that you understand the default task types, explore more advanced task features:

Ready to create your first task? Navigate to the Tasks page and get started!

Need Help?

Questions about which task type to use? Our support team can help:

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