How do I apply a Task to a Manifest?
If you want to add additional Custom Tasks to an existing Manifest, follow the steps below.
To locate your Manifests:
- From the menu on the left side of the screen, hover over the Planning module
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- A pop-up menu will appear to the right of the module menu
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- From this menu, select "Manifest"
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To add a Custom Task to a Manifest:
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- Locate the Manifest that requires additional Tasks
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- Click anywhere in the Manifest to open it up
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- The Manifest will open in a pop-up screen
- At the top of this screen, click "VIEW FULL" to view all Manifest details
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- Once you are on the Manifest in full view, scroll down to the Stops section
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- To the right of the Stops heading, click "ADD TASK"
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Why can't I see this section?
- A pop-up box will appear where you can enter the Task information
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- Enter the Task Type
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Click on the "Type (Required)" field to expose a drop-down menu
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From the drop-down menu, select the type of Task you are creating
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Once selected, the type will display within the previously blank Task Type field
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- Select the Task Start Date by clicking the Task Start Date field and selecting a date
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- Select the Task Start Time by clicking the Task Start Time field and selecting a time
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- Select the Task End Date by clicking the Task End Date field and selecting a date
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- Select the Task End Time by clicking the Task End Time field and selecting a time
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- Assign this Task to a user
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Click on the "Search for a user" text field and enter a name
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From the search results that appear, select the user you want to assign the Task to
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Once saved, this task will be assigned to the user you have selected
- Fill out any additional fields if they are displayed here and/or are necessary
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- If necessary, add any additional Notes to the Task
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- If necessary, upload a document to associate with this Task
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Click the "+ Upload Document" link
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Select a file from your computer and upload it to the Task
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The document will now appear within the Task information
- When all information has been correctly entered, click "SAVE"
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- The Task will now appear on this Manifest
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