Tasks are used to have a consistent way of working from order until invoicing. Your company can set up tasks based upon its preferences.
Navigate to Configuration
Click on Tasks in the header
Here you can set up tasks for:
Orders
Trips
Invoices
Click on one of the categories at the left side to edit or add tasks.
Now you complete the following details:
the responsible person
when the tasks should be scheduled
how the tasks should be completed (manually, auto-complete ..)
..
Add contacts directly to a trip so they can be used as recipients for emails linked to the trip or stops on the trip. Simplify emails so the correct contact person receives trip-related communications.
Enable the feature by activating default field 'Contact emails'
Navigate to CONFIGURATION > 'Additional Fields'
Under 'Trips', activate 'contact emails' to show in the Trip Details
Configure 'Contact Task' to send emails to Trip contacts
Navigate to CONFIGURATION > 'Tasks'
From the 'Trip Tasks', select or add the email task
Select 'Trip Contacts' in the 'Addressed To' field.
When the tasks are added, you can afterwards see these tasks across the app, for instance: in the individual order page or on the trips page. Newly created tasks will only be visible for new orders.
You can also trigger the tasks by going the the order list page and hover over the order name and trigger one of the shown tasks.
