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Create Task : How to list a new task?

This is where you can Create a New Task and manage the associated steps involved therein. 

 

  • Click on Create Task button. You will be redirected to the Create New Task screen with options to:
  • Add Pickup
  • Add Delivery
  • Repeat This Task
  • Agent Assignment

 

Add Pickup: 

Click on Add Pickup to create a new pick up task. The following form is displayed: 

 

  • Fill in the details associated with the task.
  • Select the template from the list added by the admin and click Save Pickup.
  • You’ll be redirected to the previous screen.
  • You can now see your task listed, with the option to add another pick up task. This feature is useful when listing connected tasks for multiple pick ups.

 

Add Delivery:

  • Click on Add Delivery and create a new delivery task with all the corresponding details.
  • After furnishing all the details, click on Save Delivery.
  • Just like Pickup, you can now see your Delivery listed, with the option to add another connected delivery task.

 

Repeat This Task: 

If this is a recurring task, i.e has to be repeated, toggle the bar right. You will see the following screen:

 

  • Repeats: From the dropdown, select Daily-Weekly-Fortnightly-Monthly-Yearly-Alternative Days.
  • Daily: Select Ends on Date, Ends After Days
  • Weekly: Select Days the task needs to be repeated on, Ends on Date, Ends After Days (number of repetitions)
  • Fortnightly: Select Ends on Date, Ends After Days
  • Monthly: Select Ends on Date, Ends After Days
  • Yearly: Select Ends on Date, Ends After Days
  • Alternative Days: Select Ends on Date, Ends After Days
  • Click Save Repetition

 

Agent Assignment:

  • Here, you select the Agent Assignment criteria. By default, this is on Automatic.
  • Geofence: toggle on if you want the geofence functional to select agents for this particular task
  • Tags: Corresponding tags to select agent; for instance, if you want to assign the task to an agent with a motorcycle, add the tag motorcycle
  • No. of Agents: Select the number of agents to be assigned to the task.
  • Click Assign Automatically. Your settings will be saved.
  • After having furnished all these details, click on the Create Task label. You will be redirected to the Dashboard Screen with the fresh task created.

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