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Create task

The ‘Create Task’ button is located right on the top bar for easy accessibility from all pages. Click on the button and enter the required details, based on the workflow selected.

Pickup and Delivery Workflow

Pickup: When you click on the pickup button, it expands with pick-up detail fields. Add details like Name, Contact Number, Email Address, Order ID, Pickup Address, Pickup Before and Description. You could also upload a reference image and select a suitable template. You could also add multiple pickup points by clicking on Add another pickup point.

Delivery: To add delivery details for any task, click on delivery option and then add delivery details. Add details like Name, Contact Number, Email Address, Order ID, Delivery Address, Delivery Before and Description. You could also upload a reference image and select a suitable template. You could also add multiple delivery points by clicking on Add another delivery point.


Appointment

For Appointment workflow, when you click on Create Task, you have to enter details like Name, Contact Number, Email Address, Order ID, Address, Start Time, End Time and Description. You could also upload an image for reference of your agent.

 

Field Workforce

For Field Workforce workflow, when you click on Create Task, you have to enter details like Name, Contact Number, Email Address, Order ID, Address, Start Time, End Time and Description. You could also upload an image for reference of your agent.

While entering or selecting the location in any workflow, view the map on the right and locate the pointer on it. You could move the pointer to a precise location if required.

Please note that the location must be written in a Google friendly manner, enabling the Maps to read it correctly. Apartment numbers usually confuse Google Maps, so add the building/apartment numbers in the ‘Description’ field instead.

You could choose to assign agents manually or automatically to the task that you are creating.

When you choose Assign Agents Manually, you have to input details like Select team and Select Agents. Also, you could turn on/off geo-fencing feature in this section. Once you have filled all the details, click on Create button and your task will be successfully created.

Note: Workflow can now also be selected from the drop-down list as shown below:

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