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How do I complete a Custom Task on a Leg?
This article will outline how to mark a Custom Task that has previously been added onto 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:
- From the menu on the left side of the screen, select the Orders module
To add a Custom Task:
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- From the Orders module, locate the Order you would like to update
- Click anywhere in the Order to open it up on the right side of the screen
- This will expand a preview of the Order Details
- From the Order Details preview screen, click "FULL VIEW" in the top right corner
- Navigate down to the Tasks section of the Order
- Determine which Leg you would like to add a Task to
- Click anywhere on the Leg to open it up
- Locate the Task you would like to edit
- Click anywhere on the Task to open it up
- Click the button that says "COMPLETE TASK"
- A pop-out box will appear where you may enter the completion information
- Enter the date and time at which the Task was completed
- When complete, click "COMPLETE"
- From the Orders module, locate the Order you would like to update