Tasks Overview

Use tasks to assign actions including pick-ups, unloads, deliveries, and more.

What is a Task?

A task is an action to be completed that can be assigned to a team member or asset, improving planning and assignment of work to drive efficiency and keep track of your business’ operations.

Here’s some quick terminology for you to keep in mind:

Task: The action item that must be completed. Examples could include a pick-up, delivery, load, or unload.
Stop: The location where the Task will take place.
Leg: A section of a trip that is made up of two tasks and two stops. For example, “Pick Up at Location A > Delivery at Location B” is a leg.

What is the Task Module?

The Task Module includes a Task Board that allows you to seamlessly track all of your shipment tasks in one consolidated board, improving the visibility and management of your team’s work.

What can I do from the Task Module?

Create, Edit & Delete Tasks: Easily view and manage all of your tasks from one board, or create new ones.
Create Customizable Filtered Views: Apply filters and save views to see and manage your tasks in a way that makes sense for your team, such as a view for your dispatcher of all orders arriving at your terminal that need to be planned and dispatched to their final destination.
Cross-Docking Support to Split a Trip into 2 Legs: If you need to transfer goods to a second asset to continue to the final destination, the Task Module's leg splitting feature makes this quick and easy! When you select and split the leg, the commodities will automatically carry over from Leg 1 to Leg 2, creating new tasks to Unload and Load the commodities at the new stop, and then you can assign a new driver and asset for the 2nd leg of the trip.
Manage Multiple Tasks at Once with Bulk Actions: You can select multiple legs and apply actions to all of them at once to make your planning more efficient! You can split multiple legs at the same stop at once, and assign them to drivers and assets.

If you want to assign a custom task that is not related to an order (such as "call dispatcher"), create a new task and select the "Other" task type.

For accounts that do not have the Task Module, you can create and manage tasks related to orders within your order module. To do this, navigate to the Task Tree when inputting an order where you will be able to add multiple tasks and stops, or split legs. Learn more about how to do this here: https://help.roserocket.com/platform/creating-an-order