Setting up a Task

 

 

Setting up a Task:

User Types

  • Owners: Creators of a task that can edit task details and state 
  • Watchers: Manually added to tasks or added to task based on entity type. Cannot edit task details or state. 

Task Types

  • Warnings
  • Notifications
  • Exceptions
  • Errors 

Entities 

  • Contract (Freight)
  • Contract (Parcel)
  • Freight Invoice 
  • Client Invoice 

States

  • Waiting on Processing
  • In Progress
  • Complete
  • Need Help
  • Cancelled  
  • Expired 

 

 

 

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