...
The Tasks panel displays the Tasks and Alerts that apply to the current workspace; it appears in the Estimate, Cargo/VC In COA (Alerts only), Cargo/VC In, TC In/Out, Cargo/VC In Booking, and Voyage Manager workspaces.
To open or close the panel, on the workspace panel bar on the right, click . On the panel button, an orange badge shows the number of unread Tasks or unacknowledged Alerts.
...
Table of Content Zone | ||||||
---|---|---|---|---|---|---|
| ||||||
About TasksConfiguring Tasks and incorporating them into your workflow can increase business process compliance and assist in workflow auditing. You can create several types of Tasks, all of which appear on the Task List. To create Tasks:
The panel can include Tasks of the following statuses:
For Tasks with attachments, appears. Attachments linked to a Task will appear on other Voyages with the same Task. This is particularly useful when the document attached is applicable to all Tasks of the same kind across voyages.
As your business grows and your processes change, you can customize where and how your team manages Tasks. On the Task form, the Object Type field enables you to configure a Task to appear on the Tasks panel of a specific workspace or be globally available in the Task List.
Tasks in CharteringChartering Tasks help to ensure that every Fixture has been properly processed before fixing the business and performing the Operations hand-over. A Task-based workflow can reduce confusion between a Chartering team and an Operations team, by ensuring that everything is complete. COA Nomination Tasks are copied to their Cargoes or VC Ins. Tasks in OperationsVoyage Tasks are an everyday part of an operator's workflow. They are even more useful when combined with Voyage Templates. Voyage Templates may be set either by the Chartering team when fixing the voyage or by the operator after the voyage has been fixed. When a Voyage Template is added to a voyage, the linked Task Group is automatically populated. Task ComplianceTasks are only useful if they are used effectively. You can use several features related to Task compliance:
Adding or Editing a TaskUser must have the Task and Alert Rule Set List permissions found in the Data Center Access Rights in the Other category. To add a Task:
Adding the Tasks from a Task GroupTo add all the Tasks from a Task Group to a Cargo/VC In, Estimate, or Voyage:
Marking a Task as Read or UnreadTo mark a Task as read, right-click it and then click Mark as Read. It will no longer count toward the orange badge on the panel button. You can also mark a Task as unread, to remind yourself to complete it later. Right-click the Task and then click Mark as Unread. Updating the Status of a TaskTo update the Status of a Task, do any of the following:
You can also update the Status of one or more Tasks from the Task List. Deleting a TaskTo delete a Task, do one of the following:
|
...
Table of Content Zone | ||||||||
---|---|---|---|---|---|---|---|---|
| ||||||||
About AlertsManagers can configure error or warning Alert messages to be sent to users, all of which appear on the Alert List. To create Alerts, on the Task & Alert Rule Set List, create Rule Sets that define Alerts to appear on the Tasks panel of a workspace. The panel can include Alerts of the following types:
For Alerts with attachments, appears.
Acknowledging a Warning AlertTo acknowledge a warning Alert, do one of the following:
Hiding or Showing Tasks and AlertsYou can hide all Tasks or Tasks that are not relevant at the moment, from your view of the panel on all workspaces. Click ... and then select one or more of the following:
In the Voyage Manager, associated Cargo Tasks and Alerts are hidden by default. To show them, click ... and then clear Hide Cargo Tasks & Alerts. Viewing Task & Alert RulesTo view the rule that defines a Task or Alert, right-click the Task or Alert and then click View Tasks & Alerts Rule. |
...