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: Specific tasks like automating Proof of Delivery (POD) emails or configuring CMR document delivery workflows can also be set up here.
Orders
Trips
Invoices
Click on one of the categories at the left side to edit or add tasks.
Now you complete the following details: For example, you can configure tasks to auto-complete after job completion, or trigger based on document availability like uploaded PODs.
the responsible person
when the tasks should be scheduled
define recipient targeting roles such as Operations or Customer contacts for emails(roles are defined under customer/subcontractor page-contacts
how the tasks should be completed (manually, auto-complete ..)
trigger automated email workflows, such as sending POD/CMR documents
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.
💡Tip: For automating the sending of POD/CMR emails, create a related Contact task and set POD/CMR as required document type to make sure the mail is sent only once the documents are available. If recipient email addresses or other relevant settings are updated after an order is created, these changes will not retroactively apply to the order. Thus, automatic POD emails will not send for earlier orders. For such cases, manual intervention is needed. POD emails are automatically sent when a Proof of Delivery is uploaded to Qargo, provided that email automation settings are already configured for the corresponding orders. However, automation only applies to orders created after these configurations are implemented. Orders created prior to setting up email automation will not send automatic POD emails.
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. Similarly, automated POD emails are sent only for new orders created after the automation configuration has been implemented.
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. For orders created before automation settings were configured, you can manually trigger the sending of automatic emails, such as POD emails, by using the task management workflows available in Qargo.
