Qargo Tasks — creation best practices
Use standard task templates configured in Qargo
Keep naming, email bodies, and schedules consistent.
Confirm recipients and email content for Contact tasks
When configuring tasks to email trip sheets, ensure the Addressed to field is set to Subcontractor and the Context role field is set to Driver. This ensures emails are sent to all drivers, including those linked to subcontractors.
Verify From, Addressed to, Subject, and Body before enabling a flow.
Choose the right execution mode per task type
Manual complete vs. Auto-complete vs. Auto-skip. Document why in the task description.
Keep context linked
Make sure tasks reference the correct order, trip, shipment, subcontractor, or customer so downstream actions pick up the right data.
Schedule and dependencies
Order the task list logically and use conditions so only relevant tasks appear for departments, services, or scenarios.
Pre‐go‐live test
Dry-run end‐to‐end in a sandbox tenant with realistic data and attachments.
Regularly review task configurations to ensure they align with operational needs and test them with sample trips to confirm correct email delivery.
🧰 Qargo Onboarding Managers will assist with initial task workflow setups. For additional setup assistance, please contact Qargo Support.
Qargo Tasks — troubleshooting triage
Step 1: Identify the symptom
Task is stuck (spinner) or never progresses
Document updated but contact email still shows old document
Skip vs Reset confusion on task panes
Audit/history looks incomplete for consignments
Contact task didn’t re-send after a change
Step 2: Quick checks in Qargo
Reload the page and re-open the task to confirm status
Check if the task needs a retry
Distinguish between document generation and sending via contact task
Expand execution/shipment sections when reviewing history
Validate task conditions didn’t hide the task due to department/service filters
Step 3: Fixes in Qargo
Stuck task
Reset the task back to TODO and retrigger. If queued work was lost a retry usually resolves.
Document regenerated but email unchanged
Regenerating a tripsheet or document does not re-send. Re-run the related Contact task to email the latest version.
Skip vs Reset
Some default tasks (e.g., certain post‑invoice steps) cannot be skipped by design. Use Reset to return to TODO.
Audit trail seems incomplete
Expand the shipment/consignment in the order’s execution panel to reveal consignment documents and tasks in history.
Contact task visibility after earlier send
Previously sent emails won’t update automatically. Generate the new document and execute the Contact task again.