Manually Creating Tasks in Logiware

In this Article

You will learn how to manually create tasks in Logiware.

What is a Task?

A Task is a piece of work or activity in the shipment process. It is essentially a To Do List action item. It can be assigned to one or more persons and can have a due date, priority, and status.

Tip

There are 2 ways to create Tasks:

Automation rules can be setup to automatically create Tasks based on the Workflow status that a booking is in. For example, when the workflow reaches a step to "File AES", then an automation rule can automatically create a task to "File AES" and assign it to a user or group of users, and assign the due date based on the cutoff date in the booking. (See article: Using Automation to create Tasks for more details).
You can also manually create a Task. Sometimes you may need to create a task that is outside of the normal workflow for a shipment. In these cases, you can manually add a task and assign it to a person or group and designate the due date.

Navigation

You must be in a booking to manually create a Task.

First, create a new booking or edit an existing booking.

Next, Click on the Tasks tab:

Steps

Manually Creating Tasks

To manually create a task:

Open the booking you want to add a task to. You can do this by editing an existing booking or creating a new booking.
Click on the Tasks tab in the booking screen:

Click on the Create New button. The Task drawer will slide open as shown below:

Enter the Task Name. This is a short description, a few words to name what the task is. For example, Make booking with carrier, Enter shipping instructions, File AES, invoice customer, etc..
Select the Status of the Task:
- To Do
- In Progress
- Closed
Select the Assignees for the Task. You can select multiple users as assignees. All of the assignees will see the task in their To Do list, and if any of the assignees close the task, then it will disappear from the To Do list for all of the assignees.
Select or enter the Due Date for the Task. You can enter the date and time or select it from the Calendar icon. The time is optional.
Select the Priority of the Task:
- Urgent
- High
- Medium
- Low
Enter Tags for the task. Tags can be added to a Task to help label, categorize, organize, and identify tasks. Tags can be used to filter Tasks on the Task screen. You can enter multiple Tags on a Task.
Enter a Description for the Task. This is intended to serve as detailed instructions or checklist to the user in how to accomplish the task. You can use the icons below the description field to format the text with bold, italic, underline, and bullet options.
Save the Task. Once you have entered the Task fields, then press the save button to save the Task.
Close Drawer. Press the close drawer button to return to the booking screen.