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
![](https://help.roserocket.com/hs-fs/hubfs/Screen%20Shot%202020-06-23%20at%201.01.34%20PM.png?width=45&name=Screen%20Shot%202020-06-23%20at%201.01.34%20PM.png)
- A pop-up menu will appear to the right of the module menu
![](https://help.roserocket.com/hs-fs/hubfs/Screen%20Shot%202020-06-23%20at%201.01.54%20PM.png?width=108&name=Screen%20Shot%202020-06-23%20at%201.01.54%20PM.png)
- From this menu, select "Manifest"
![](https://help.roserocket.com/hs-fs/hubfs/Screen%20Shot%202020-06-23%20at%201.02.09%20PM.png?width=121&name=Screen%20Shot%202020-06-23%20at%201.02.09%20PM.png)
To add a Custom Task to a Manifest:
-
- Locate the Manifest that requires additional Tasks
![](https://help.roserocket.com/hubfs/Screen%20Shot%202020-07-09%20at%2011.50.02%20AM.png)
- Click anywhere in the Manifest to open it up
![](https://help.roserocket.com/hubfs/Screen%20Shot%202020-07-09%20at%2011.50.13%20AM.png)
- The Manifest will open in a pop-up screen
- At the top of this screen, click "VIEW FULL" to view all Manifest details
![](https://help.roserocket.com/hs-fs/hubfs/Screen%20Shot%202020-07-09%20at%2011.50.22%20AM.png?width=119&name=Screen%20Shot%202020-07-09%20at%2011.50.22%20AM.png)
- Once you are on the Manifest in full view, scroll down to the Stops section
![](https://help.roserocket.com/hubfs/Screen%20Shot%202020-07-09%20at%2011.56.32%20AM.png)
- To the right of the Stops heading, click "ADD TASK"
![](https://help.roserocket.com/hs-fs/hubfs/Screen%20Shot%202020-07-23%20at%2012.30.19%20PM.png?width=120&name=Screen%20Shot%202020-07-23%20at%2012.30.19%20PM.png)
Why can't I see this section?
- A pop-up box will appear where you can enter the Task information
![](https://help.roserocket.com/hubfs/Screen%20Shot%202020-07-23%20at%201.50.51%20PM.png)
- Enter the Task Type
![](https://help.roserocket.com/hs-fs/hubfs/Screen%20Shot%202020-07-23%20at%202.16.40%20PM.png?width=451&name=Screen%20Shot%202020-07-23%20at%202.16.40%20PM.png)
Click on the "Type (Required)" field to expose a drop-down menu
![](https://help.roserocket.com/hs-fs/hubfs/Screen%20Shot%202020-07-23%20at%202.16.47%20PM.png?width=449&name=Screen%20Shot%202020-07-23%20at%202.16.47%20PM.png)
From the drop-down menu, select the type of Task you are creating
![](https://help.roserocket.com/hs-fs/hubfs/Screen%20Shot%202020-07-23%20at%202.47.51%20PM.png?width=449&name=Screen%20Shot%202020-07-23%20at%202.47.51%20PM.png)
Once selected, the type will display within the previously blank Task Type field
![](https://help.roserocket.com/hs-fs/hubfs/Screen%20Shot%202020-07-23%20at%202.16.59%20PM.png?width=174&name=Screen%20Shot%202020-07-23%20at%202.16.59%20PM.png)
- Select the Task Start Date by clicking the Task Start Date field and selecting a date
![](https://help.roserocket.com/hs-fs/hubfs/Screen%20Shot%202020-07-23%20at%202.09.03%20PM.png?width=200&name=Screen%20Shot%202020-07-23%20at%202.09.03%20PM.png)
- Select the Task Start Time by clicking the Task Start Time field and selecting a time
![](https://help.roserocket.com/hs-fs/hubfs/Screen%20Shot%202020-07-23%20at%202.09.09%20PM.png?width=236&name=Screen%20Shot%202020-07-23%20at%202.09.09%20PM.png)
- Select the Task End Date by clicking the Task End Date field and selecting a date
![](https://help.roserocket.com/hs-fs/hubfs/Screen%20Shot%202020-07-23%20at%202.09.16%20PM.png?width=215&name=Screen%20Shot%202020-07-23%20at%202.09.16%20PM.png)
- Select the Task End Time by clicking the Task End Time field and selecting a time
![](https://help.roserocket.com/hs-fs/hubfs/Screen%20Shot%202020-07-23%20at%202.09.21%20PM.png?width=259&name=Screen%20Shot%202020-07-23%20at%202.09.21%20PM.png)
- Assign this Task to a user
![](https://help.roserocket.com/hs-fs/hubfs/Screen%20Shot%202020-07-23%20at%202.09.28%20PM.png?width=421&name=Screen%20Shot%202020-07-23%20at%202.09.28%20PM.png)
Click on the "Search for a user" text field and enter a name
![](https://help.roserocket.com/hs-fs/hubfs/Screen%20Shot%202020-07-23%20at%202.09.47%20PM.png?width=427&name=Screen%20Shot%202020-07-23%20at%202.09.47%20PM.png)
From the search results that appear, select the user you want to assign the Task to
![](https://help.roserocket.com/hs-fs/hubfs/Screen%20Shot%202020-07-23%20at%202.10.02%20PM.png?width=139&name=Screen%20Shot%202020-07-23%20at%202.10.02%20PM.png)
![](https://help.roserocket.com/hs-fs/hubfs/Screen%20Shot%202020-07-23%20at%202.10.12%20PM-1.png?width=433&name=Screen%20Shot%202020-07-23%20at%202.10.12%20PM-1.png)
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
![](https://help.roserocket.com/hs-fs/hubfs/Screen%20Shot%202020-07-23%20at%202.16.24%20PM.png?width=200&name=Screen%20Shot%202020-07-23%20at%202.16.24%20PM.png)
![](https://help.roserocket.com/hs-fs/hubfs/Screen%20Shot%202020-07-23%20at%202.16.29%20PM.png?width=205&name=Screen%20Shot%202020-07-23%20at%202.16.29%20PM.png)
![](https://help.roserocket.com/hs-fs/hubfs/Screen%20Shot%202020-07-23%20at%202.16.33%20PM.png?width=208&name=Screen%20Shot%202020-07-23%20at%202.16.33%20PM.png)
- If necessary, add any additional Notes to the Task
![](https://help.roserocket.com/hs-fs/hubfs/Screen%20Shot%202020-07-23%20at%202.10.21%20PM.png?width=502&name=Screen%20Shot%202020-07-23%20at%202.10.21%20PM.png)
- If necessary, upload a document to associate with this Task
![](https://help.roserocket.com/hs-fs/hubfs/Screen%20Shot%202020-07-23%20at%202.10.28%20PM.png?width=174&name=Screen%20Shot%202020-07-23%20at%202.10.28%20PM.png)
Click the "+ Upload Document" link
![](https://help.roserocket.com/hs-fs/hubfs/Screen%20Shot%202020-07-23%20at%202.10.35%20PM.png?width=163&name=Screen%20Shot%202020-07-23%20at%202.10.35%20PM.png)
Select a file from your computer and upload it to the Task
![](https://help.roserocket.com/hubfs/Screen%20Shot%202020-07-23%20at%202.19.58%20PM.png)
The document will now appear within the Task information
- When all information has been correctly entered, click "SAVE"
![](https://help.roserocket.com/hs-fs/hubfs/Screen%20Shot%202020-07-23%20at%201.51.43%20PM.png?width=102&name=Screen%20Shot%202020-07-23%20at%201.51.43%20PM.png)
- The Task will now appear on this Manifest
![](https://help.roserocket.com/hubfs/Screen%20Shot%202020-07-29%20at%204.55.12%20PM.png)