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How to create a task

Written by Joao Lucio

First of all, to use the task's functionality you must enable this option.

How to activate Tasks

  1. Access Project settings → General

  2. Under Features, turn on Tasks

How to create a task

Once enabled, you must follow the following steps:

  1. Double click on the stop where you want to create one or more tasks

  2. In the side menu that appears, click the "Tasks" icon

  3. Click on the "Create Task" box

  4. The task has already been created. Now click on it and fill in the fields such as task name, barcode and comments.

In addition, you also have the option of uploading the tasks from an Excel file.

Tasks vs. package IDs

Tasks are things the driver does or records at a stop. If you need to track each parcel, use Package traceability instead: it lets you assign package IDs to each stop, and the driver confirms which packages are loaded before starting the route and which are delivered at each stop. Enable it in Project settings → General → Features. More information in Parcel management: full traceability from collection to delivery.

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