Manage Tasks

  • Throughout the delivery process of the order, you can keep track of the status of the mobile tasks on Web app, using the Task function
  • As you lock a Delivery Route during the Route Plan Optimization process, the tasks of all Orders on that Delivery Route will be generated automatically over at the tab Tasks > Task List

Search and filter tasks

Search tasks based on Order Date

  • On this tab, to search for the tasks of a specific Order, first click on the first date range field (On the right of the search bar). On the drop down calendars, select the date range which contains the attribute Order Date of the Order you're finding
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Search tasks based on task creation date

  • You can search tasks by their creation dates by clicking on the second date range field (The one that reads Filter By Created At), select the appropriate date range from the drop down calendars
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Search task based on Task Code

  • To search for a particular task, you can input the specific Task Code of that task into the search bar
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Filter tasks

  • You can filter tasks based on the following attributes: Order Code, Organizations; Driver; Status, Action
  • The steps to filter are described below:
  • 1 - Click on the column title of the attribute you want to use as filter
  • 2 - On the drop down list, click on the check box of the attribute value by which you want to filter tasks
  • In the images below, we have illustrated the process to filter tasks based on Order Code
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Task details

  • Below are the information of a task

Column title

Description

Task Code

Management code of the task

Order Code

The Order to which the task is associated

Task Name

Name of the task

Organizations

The Depot from where the Order originated

Assigned to

The Driver who delivered the Order

Customer

The customer who placed the Order

Created At

The time point when the Order was created

Start Date

The time point when the task should have been started as planned

Due date

The time point when the task should have been finished as planned

Completion Date

The time point when the task was actually finished
This time point is the time point when the tasks was successfully submitted from the Mobile app to the Web app

Results

Result of the task

Status

Status of the task
Below are the possible statuses:

Action

The action associated with the task

  • To view the details of submitted tasks (Tasks which have the status value to be Completed), click on the icon Submit under the column Edit
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  • Upon clicking on the icon Submit , you will be directed to the task detail screen. On this screen, you can view the documents (Check-in, Check-out photos, Electronic Proof of Delivery, Customer signature etc.) that have been submitted from the Mobile app
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Note when searching/filtering tasks

  • You can combine the search/filter functions to increase result accuracy. Note that when you combine two date ranges (Order Date and Order creation date), those two date ranges must have overlapping range, else there would be no result
  • Selecting date range exceed 07 days is discouraged, because that could very likely cause system unstability due to too many tasks

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