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Tasks

Localization

The documentation provides a description of the interface in Russian.

You can create or import tasks for agents, for example: deliver cargo, conduct inspections, etc. A task can be assigned to an agent during a shift if they have all the required skills to perform the task. The agent can view the list of their tasks for the current shift in the mobile application.

Before creating or importing tasks, create a task template with a set of attributes.

With the Main administrator, Company administrator, and Dispatcher roles, you can work with tasks on the Tasks tab:

With the Agent group manager role, you can view tasks assigned to agents from your group.

Working with tasks

Creating a task​

Creating a task

  1. Go to the Tasks tab.

  2. Click Add task.

  3. Specify the date and time of the task execution:

    • Date: date of the task execution.
    • Time: time interval in which the task must be completed.
    • Time zone: time zone in which the time is specified.
    • Hard time window: select the checkbox if the task must be performed only at the specified time. If the parameter is specified, the agent will not be able to perform the task earlier or later than the specified time.

  4. Specify other attributes, which depend on the task template.

  5. Click Save.

Importing tasks​

Importing tasks

To create multiple tasks with similar attributes from a single task template, download the template, fill it out, and import tasks from a CSV file:

  1. Go to the Tasks tab.

  2. Click Import.

  3. Select a task template.

  4. Click Download template.

  5. Fill in the template with task data. The template shows which data to add and includes an example of filling out. Tasks must contain a mandatory attribute: the date and time of task execution in the time zone specified in the template. For more information on attributes, see the Creating a task template section.

    One file can contain up to 350 tasks. The maximum file size is 5 MB.

  6. Return to the importing tasks form and drag the file into the upload area.

  7. If there are errors in the file, a notification indicating the rows with errors will appear. To upload tasks, correct the errors and upload the file again.

Tasks will appear in the task list after the file is processed.

Viewing task information​

Go to the Tasks tab. You can search tasks by name, filter them by task type (template) and by status: active and completed.

The row of each task displays:

  • Name: unique task identifier specified when creating the task. The field may have a different name depending on the task template: for example, Identifier.
  • Status: status of the task.
  • Date: date of the task execution.
  • Time window: time of the task execution.
  • Hard time window: indicates if the task must be performed only at the specified time.
  • Time for task in minutes: time required for the agent to complete the task.
  • Updated: date and time of the last task edit.

Here other attributes may be displayed if they were specified in the task template.

Editing a task​

You can edit the task execution date and time, and other attributes that depend on the task template.

  1. Go to the Tasks tab.
  2. Select the task type (template).
  3. Open the task card in the list and click Edit task.
  4. Apply changes to the task.
  5. Click Save.