LM task

Tutorial Video

1. Create LM Task using Create Button.FC-Logo

OR

  1. Create LM Task using Fetch Data Button.

    LM Task

Steps for Creating an LM Task :

1. Click the Create Task button located at the top right corner (refer to img.1).

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- After clicking, the task creation page will open (refer to img.2).

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2. Fill in the New LM Task Details

- Task Title: Enter the title of the task. The booking order ID will be automatically fetched and does not need to be changed.

- Category: Create a task category, such as storage, local, import, or export.

- Consignee and Shipper: These fields are optional.

- Customer: Enter the customer's name and mobile number with country code.

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- Vehicle: Add vehicle details by clicking the add row button and selecting the date.

- Team: Select the team responsible for performing the shipping action (there are two types of teams available for selection).

3.Task Locations

- From Location: If the LM task is performed at your current location, click Fetch Current Location. Otherwise, manually enter the collection point location or use the Set from Map button.

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- To Location: If the LM task is performed at your current location, click Fetch Current Location. Otherwise, manually enter the delivery point location or use the Set from Map button.

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  1. Timeline

- Expected Start Time: Select the expected start date.

- Expected End Time: Select the expected end date.

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5. Dependency

- First LM Task: No need to add a dependent task; keep it as it is.

- Subsequent Tasks: Click the Add row button to add tasks that the current LM task depends on (tasks created in the past).

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6. Save the LM Task

- Click the Save button. Your LM task will be successfully created, and the confirmation page will be displayed (refer to img.7).

Assign LM task to Truck / Crew Team.

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