Tasks Tab

Tasks Tab

The task tab allows you to see the tasks for the quote or consignment.
The tasks list shows:
  1. The label for the task
  2. Who it's assigned to
  3. The deadline for completing the task

Info
If the task is assigned to a robot, the task will automatically be completed by the system on the deadline

Notes
If the deadline is shown in red, it means that the deadline is based on a date from the consignment which is not yet set. The date that needs to be set will be indicated.


You can right click on a task to manage it. This includes the following:
  1. Marking the task as complete
  2. Assigning the task to another user or group
  3. View and add notes to the task


    • Related Articles

    • Completed Tasks

      By default, completed tasks are not shown on the tab. However, you can toggle the completed tasks by using the [ SHOW COMPLETED TASKS ] and the [ HIDE COMPLETED TASKS ] button. Refreshing Tasks List You can use the button to reload the tasks tab. ...

    • Customs

      The customs tab allows you to manage the declarations / customs clearance status of a consignment. CooonOPS currently support the following customs territories: United Kingdom While only the above customs territories are supported, CocoonOPS supports ...

    • CocoonOPS FAQ

      What is CocoonFMS® and CocoonOPS? CocoonFMS® offers cloud-based logistics software tailored for freight forwarders, project forwarders, 3PL/4PLs, ship agents, couriers, and transport operators—underpinned by their flagship TMS called CocoonOPS. Is ...

    • Adding Tasks

      You can manually a new task to the consignment by: Clicking on the [ + ADD TASK ] button Select the task type Setting the code and label Setting the deadline for the task Clicking the [ SAVE ] button Thew newly created task will automatically be ...

    • Notifications Tab

      The notifications tab shows all the communications to external parties that were sent through CocoonOPS related to this consignment. The notification list shows: What message was sent Who it was sent to What their relationship is to the consignment ...