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Start by defining Task Groups for your Chartering workflow and your Operations workflow. You may need to expand into more specific groupings, depending on the business being fixed.
Creating a Task Group
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- In the Data Center
 , under Other, click Task Groups.
 - Type a Name for the Task Group.
- Select the Objects this Task Group applies to: Cargo, Voyage Estimate, Voyage (Template), or All.
- Type a Description of the Task Group, including instructions for use. The Description appears in the selection list when adding the Task Group to the object.
- Add a line item for each Task, including its Task Category.
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