Important

Only tasks with a Due Date and assigned to a Task User will appear in the Workflow data grid.  To see all task items associated to an order, access the Tasks tab within Order Information for the specific order.

Function

Description

View Tasks By

Task User any day

Use this option to view all tasks with a due date that occurs on or before the selected Date for the selected Task User.  Only tasks with the due date set and those assigned to the selected Task User will display.

The Task User drop-down includes the User name and Labor Type, both of which a user can sort with. 

Task User

This is the person assigned to the order that is responsible for the performing the duties of the task. See Responsible Person setting within Tasks Setup for a listing of users.

The drop-down menu for selecting a task user includes the person’s name and their role (Labor Types assigned to their Personnel Setup records).

Date (Alt+D)          

The application compares task due dates set for the order to this date.  Overdue tasks appear in red font in the data grid. 

Task Group by days(s)

Use this option to select records based on the Task Group setting in Name, Address, Phone.  Only orders that match Task Group criteria and have tasks due on or before the selected Task Dates will display.

Task Group

Selects order records based on the Task Group set within the Name, Address, Phone tab.

Task Dates (Alt+D)

The application compares task due dates set for the order to these dates.  Only tasks with due dates within this range will display.  Overdue tasks appear in red font in the data grid.

Complete Task/Undo Complete Task (Alt+C)

This function marks the task as being completed and removes it from the listing.  The ability to Undo is available when the Show All option is selected; this function reverses the completed status.

The application places a checkmark () in the Complete column and sets the Date Completed and Completed By fields when a task is marked Complete.

Not Applicable/Undo Not Applicable (Alt+P)

This function marks the task as being not applicable and removes it from the listing. The ability to Undo is available when the Show All option is selected; this function reverses the not applicable status.

The application places a checkmark () in the N/A column and sets the Not Applicable Date and Not Applicable User fields when a task is marked Not Applicable.

Edit Task (Alt+E)

Use this function to change the date or user assigned to the task (through the Edit Task dialog).

Use this function to add a note to the particular task.

Add Task (Alt+K)

This function opens the Add Task screen allowing a user to define a new task under the same identifier as that of the selected record. 

Copy Task (Alt+Y)

This function opens the Add Task screen allowing a user to generate a new task based on the selected task.  All fields within the Add Task screen will default to the values from the copied record.

This option is useful for defining a second request based on a modified version of a prior order requirement.

Set Priority (Alt+R)

Assign one of the following Priority values to one or more selected task to-do items allowing you to divide up your work load accordingly.

(No Priority)

1-High

2-Medium

3-Low

Refresh Tasks (Alt+S)

This function refreshes the data grid with the latest data from the database.

Add Note (Alt+E)

This function opens the Add Note screen allowing a user to attach a note to the selected order record.

Open Order (Alt+O)

This function opens the order associated to the selected task in Order Information.

Note: User must have appropriate security access to the Order Information module to perform this function.

Show All

This function allows a user to see all tasks associated to a particular order including those marked as complete and not applicable across all modules.

Right-Click Options

Right-Click Options

The following is a list of options available to users through a right-click on a record in the data grid.

Figure 5: Right-Click menu in Tasks

Set Priority

Assign a value of importance to the selected records. Setting the Priority to one of the following values provides an additional level of organization to be placed on the data grid.

(No Priority)

1-High

2-Medium

3-Low

Complete Task/Undo Complete Task

This function marks the task as being not applicable and removes it from the listing. The ability to Undo is available when the Show All option is selected; this function reverses the not applicable status.

Not Applicable/Undo Not Applicable

This function marks the task as being not applicable and removes it from the listing. The ability to Undo is available when the Show All option is selected; this function reverses the not applicable status.

Edit Task

Use this function to change the date or user assigned to the task (through the Edit Task dialog).

Copy Task

This function opens the Add Task screen allowing a user to generate a new task based on the selected task. 

Open Order

This function opens the order associated to the selected task in Order Information.

Show All Notes

This function expands all notes in the display.

Hide All Notes

This function collapses all notes in the display.

Reset Grid Layout

This function resets the grid layout to the application defaults, removing any customization that may be in effect.

Column

Description

Priority

This column displays the priority assignment for the service. Assign the Priority on one or more selected services through the Set Priority option available to your through a button and through a right-click menu.

Setting a Priority provides an additional level to organize the tasks, through grouping, sorting, and filtering functions available through the data grid.

Task Definition

This column displays the individual tasks item associated to a manually added task or those defined for the Task Definition record through Name, Address, Phone (and defined within Tasks Setup).

Load Date

Earliest load date assigned to the move is available in this column. The data referenced is from the first date in the Range spread for the Load Date in Move Information.

Task Description

Displays the action item associated to a manually added task or those defined for the Task Definition record through Name, Address, Phone (and defined within Tasks Setup).

Order Number

The Order Number that links to the task record displays in this column.

Identifier

This column displays the Order Number or Claim Number depending on the origin source of the task record.

The Identifier will be set to the claim settlement description (set in Claims > Manage Settlement) when the due date is based on a Claim Settlement type.

Shipper

Displays the name of the shipper associated to the order within Last Name/Company field in Name, Address, Phone.

Due Date

This column displays the date that the task is due.

As a default, the grid will display tasks in ascending order by this field value; records with no due date appear at the top.

Complete

A completed task will display a checkmark () in this column.

Task User

The user assigned the task displays in this column. 

See Responsible Role and Responsible User settings within Tasks Setup for a listing of users.

Transportation Coordinator

Person assigned as the Transportation Coordinator for the order (set within Name, Address, Phone) displays.

Completed By

The user that marked the task as complete will display in this column.

Date Completed

Displays the date that the task was marked completed.

N/A

A task set as not applicable will display a checkmark () in this column.

Not Applicable User

The name of the user that set the task as not applicable displays in this column.

Not Applicable Date

The date the user set the task as not applicable displays in this column.

Module

This column will display the name of the module that the task originated from as one of Claims or Order Information.

Original Due Date

Displays the date originally set for the task.  This date will not change and will always reflect the first date set for the task.

Task Changed On Date

The date and time that the task was changed displays in this column.

Task Changed By

This column displays the name of the user that changed the task date.

Created By

The name of the MoversSuite user that created the task displays.

Created On

The creation date and time of the task show in this column.

Pack Date

Earliest packing date assigned to the move is available in this column. The data referenced is from the first date in the Range spread for the Pack Date in Move Information.

Access information on the originating agent through these fields. Both fields are set/managed through the Agents tab.

OA Coordinator

OA Agent

Origin Agent information managed through the Agents tab is available in these columns.

OA Agent Name

OA Contact

OA Phone

View the account assigned to the order associated to the task item through the National Account > Account setting on the Billing Information tab.

Account Profile

View the account assigned to the order associated to the task item through the Account Profile setting on the Account Profile tab.