How to Use Tasks

Tasks let you assign to-dos to your team and tie them to a driver, vehicle, trailer, or other record, so nothing gets missed.

Add a task

1. Go to Tasks and click + Add Task in the top-right corner.
2. Enter a Title and description, set a Due Date, and choose who it's Assigned To.
3. Choose the Model the task is about, such as Driver, Vehicle, Trailer, or Company.
4. Under Records, choose All to create the task for every record in that model, or Select to pick specific records or a tag.
5. Click Save.

Manage tasks

• Switch between the Open and Completed tabs, and use the search bar and Filters to find tasks.
• In each row, use the checkmark to complete a task, the pencil to edit it, or the trash icon to delete it.
• To update many tasks at once, select them and use the ⋯ menu in the top-right corner to assign, complete, or delete them.