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

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.

🧰 Super Admin access to create, edit, and share shared views. Regular users can still create personal views.

Term	Definition
Task	A background action in Qargo such as a container booking, document generation, dispatch task, or rule.
Failed task overview	The shared list of all failed tasks across the tenant.
Error details dialog	The existing dialog showing the complete error information for a failed task.
Saved view	A stored filter configuration plus column ordering and visibility on the failed task overview.
Shared view	A saved view made available to other users; only Super Admins can create, edit, and share these.
Personal view	A saved view available only to the user who created it.

Hover tooltip: Hovering the failed task icon in list and overview views shows the error message straight away, without opening anything.
Detail pages: The full error message is shown inline on the related Order, Trip, and Stop detail pages, keeping the existing show more option for the complete details.
Failed task overview: A dedicated, filterable error column shows each failed task's error per row, without opening the Error details dialog.

The change applies to all task types and all task errors, not only container booking tasks.

NAVIGATE to the failed task overview.
APPLY the required filters and column configuration.
SELECT + View and SAVE the result as a named view.
SHARE the view via Share with other users, choosing All users, Private, or Specific users.

🧰 Super Admin access to create, edit, and share shared views. Regular users can still create personal views.

Issue	Cause / Resolution
The error message is truncated on a detail page.	Use the show more option to open the complete error details.
The error column is not visible in the overview.	Confirm column visibility settings; the error column can be shown alongside the other columns.
The Share with other users option is unavailable.	Only Super Admins can create, edit, and share shared views. Regular users can create personal views only.
A saved view does not keep its columns.	A saved view stores filters together with column ordering and visibility; re-save the view after adjusting columns.

NAVIGATE to the Failed Tasks page (accessible via Configuration > Automation > Failed Tasks, or via the failed tasks notification indicator in the header).
CLICK the quick action button in the top-right area of the Failed Tasks table.
SELECT one of the three bulk actions from the dropdown: Retrigger tasks, Reset tasks, or Skip tasks.
TICK the checkboxes next to each task to include. Tasks that are incompatible with the selected action are grayed out and cannot be selected.
REVIEW the footer, which shows the selected action name and enables the Execute button once at least one task is selected.
CLICK Execute to apply the action to all selected tasks, or Cancel to return to the default view without applying changes.

Symptom	Likely Cause	Action
A task is greyed out and cannot be selected	The task is not eligible for the selected action type	Switch to a different action type, or manage the greyed-out task individually
Execute button is disabled	No tasks have been selected	Select at least one checkbox before clicking Execute
Tasks reappear as failed after re-triggering	The underlying cause of the failure has not been resolved	Investigate and resolve the root cause before re-triggering
A task is stuck in a loading state	The task is frozen mid-execution	Use Reset tasks to return it to its initial state