How do I edit a Custom Task on a Leg?

This article will outline how to edit 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:

  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. Locate the Task you would like to edit
    7. To the right of the Task, click the three verticle dots
    8. From here, a drop-down menu will appear
    9. From this menu, select "Edit Task"
    10. A pop-up box will appear with the Task details
    11. Make any necessary changes to the information listed in the provided text boxes
    12. When complete, click "SAVE" to save your changes