How do I apply a Task to a Leg?

This article will outline how to add a Custom Task on an existing Order.

All users will be able to access these settings/to complete this action.

To locate the Order you would like to dispatch:

  1. From the menu on the left side of the screen, select the Orders module
    Screen Shot 2020-01-26 at 6.38.53 PM

To add a Custom Task:

    1. From the Orders module, locate the Order you would like to update
    2. Click anywhere in the Order to open it up on the right side of the screen
    3. This will expand a preview of the Order Details
    4. From the Order Details preview screen, click "FULL VIEW" in the top right corner
    5. Navigate down to the Tasks section of the Order
    6. Determine which Leg you would like to add a Task to
    7. Click anywhere on the Leg to open it up
    8. To add a new Task, click "+ ADD TASK"
    9. A pop-up box will appear where you can add the appropriate Task information
    10. Enter the Task Type

      Click on the "Type (Required)" field to expose a drop-down menu

      From the drop-down menu, select the type of Task you are creating

      Once selected, the type will display within the previously blank Task Type field
    11. Select the Task Start Date by clicking the Task Start Date field and selecting a date
    12. Select the Task Start Time by clicking the Task Start Time field and selecting a time
    13. Select the Task End Date by clicking the Task End Date field and selecting a date
    14. Select the Task End Time by clicking the Task End Time field and selecting a time
    15. Assign this Task to a user
      Click on the "Search for a user" text field and enter a name

      From the search results that appear, select the user you want to assign the Task to

      Once saved, this task will be assigned to the user you have selected
    16. Fill out any additional fields if they are displayed here and/or are necessary

    17. If necessary, add any additional Notes to the Task
    18. If necessary, upload a document to associate with this Task

      Click the "+ Upload Document" link

      Select a file from your computer and upload it to the Task

      The document will now appear within the Task information
    19. When all information has been correctly entered, click "SAVE"
    20. The Task will now appear directly below the existing Leg