Tasks
This collection includes articles related to configuring Tasks and functions associated with task configuration.
By Duygu and 2 others3 authors8 articles
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TASKS - What, Why & How?This article gives a general overview of task, including what they are, why they are needed and how they work in the application
TASKS - Troubleshooting TasksTask best practices and troubleshooting some typical Task issues.
TASKS - Overwrite tasks on customer levelEasily customise company tasks for individual customers by overriding details to fit specific client needs.
TASKS - Contact Tasks: Viewing Document TypesWhen working with Contact tasks, you can now see which document types that will be sent and which are required — directly on the task detail page. This helps you…
TASKS - Add Workflow TasksSet up and automate tasks in Qargo to streamline workflows from orders to invoicing, including POD and CMR email automation.
TASKS - Task Creation Conditions - What, Why & HowConfigure creation conditions on task templates to control which tasks are generated per order, trip, or consignment — automatically filtering irrelevant tasks without manual intervention.
Tasks — Tasks on Order TemplatesTasks can now be configured on order templates, enabling structured quote workflows like generating PDFs, logging follow-ups, and uploading confirmations — all from the template itself.