Tasks
Tasks enable you to organise your workflow in a controlled and trackable manner.
Customise your view
Click a column title to sort the data. Click again to reverse the order, or use the column’s drop-down menu to choose ascending (⇧) or descending (⇩).
To show or hide columns, hover over a column title, open the drop-down menu, and select Columns.
Tick a box to display a column and untick it to hide it. Columns can be resized by dragging the column border, or by double-clicking it to automatically fit the content.
Use the navigation controls at the bottom of the page to move between pages.
Double arrows jump to the first or last page, while single arrows move one page at a time.
Use Refresh to update the data, Reset view to restore the default layout, and Clear filters to remove any applied filters.
PDM has default tasks already created so you can get started right away.
The default tasks are:
- Order reminder
- Package order
- Customer to collect from Branch
- Customer to collect from Hub
- Collect from Branch
- Deliver to Customer
- Collect from Hub
- Deliver to Branch
- Deliver to Hub
- Collect from Customer
Task sequences speed up adding tasks to an order by grouping them together. So you can select multiple tasks and add them to an order in just one click.
The following default task sequences have been created so you can start using PDM right away:
- Package, collect from Branch, deliver to Customer
- Package, customer to collect
- Package, transfer from Hub to Branch
- Collect from Branch, deliver to Customer
Tutorials
