Tasks

The task tab allows you to see the tasks for the quote.

The tasks list shows:

• The label for the task
• Who it's assigned to
• The deadline for completing the task

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

If the deadline is shown in red, it means that the deadline is based on a date from the quote 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:

• Marking the task as complete
• Assigning the task to another user or group
• View and add notes to the task

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.

This comes in handy as:

• Other users may make changes to the tasks for a consignment
• The system will automatically create new tasks based on events

Adding Tasks

You can manually a new task to the quote by:

1. Clicking on the  button
2. Select the task type
3. Setting the code and label
4. Setting the deadline for the task
5. Clicking the  button

Thew newly created task will automatically be assigned to you unless it is supposed to be automatically completed by a system robot.

Task Types

The Manual Task type is used to set a manual reminder to complete a task.

Other types ae either specific reminders for complete a specific task or generate some automated action, like send a notification.

If the task is to be automatically competed by the system it will be assigned to a robot user.

Changing Task Deadlines

Tasks that are automatically created are typically linked to a key date for the consignment. When this date is updated, the task deadline will automatically be updated.

Manually changing the deadline of a task that is linked to a key date on the quote will BREAK the link and the deadline will have to be manually managed from that point on! A notice will be display on the deadline dialog box if the task deadline is linked to a key date on the quote.

You can manually change the deadline for a task by:

1. Right click on the task you want to manage
2. Select the Set Deadline option
3. Setting the date
4. Setting the time
5. Click the Save button

All manual changes to task deadlines are recorded on the task notes.