How do I use the Task Builder?

Overview:

The task builder is a tool that allows you to add tasks to your shipment, with due dates. This can act as a management tool or as a simple reminder.

Step by step:

1. From the shipment register, click on Task Builder, which can be found under the General menu.

2. The following screen will appear.

Task Builder

3. This screen is a list of tasks that will appear whenever a new file is registered. To add a new task, click on New.

4. The following screen will appear :

Adding a task

5. Fill in all the required fields.

- Task Name is the name of the task you are creating (eg. Frame B/E)

- Mode of Transport is the mode of transport to which the task will be added (eg. Do Cargo Dues is a task that should only appear for sea freight shipments)\

- Imports/Exports is on what module the task will appear.

- Task type, there three main task types. All the (manual) tasks must be completed by the user, all (auto) tasks will be completed by the system.

- Task Auto-Complete is there to tell the system when the task should be marked as completed.