Learn more about the lifecyle of tasks within this article.
Tasks have a general lifecycle that is largely managed by the user to whom the task was assigned. In some cases, the Administrator will intervene in the lifecycle process by using the Edit function described in the previous section. Broadly speaking, the task lifecycle is:
At various points throughout the lifecycle, a task can be unassigned or abandoned by both the Administrator and assigned user; once a task is marked as completed, it can be changed to uncompleted.
When a task is assigned to a user, it will appear on the user’s Tasks list when they are logged into the portal or mobile app. Only Administrators can see all tasks; other users will see only tasks assigned to them.
Refer to the Logistics Mobile App section of the Knowledge Base for using the Task Manager on the mobile app. Users can manage their tasks through the app.
Once the task has been input by the Administrator and assigned, the first user-based step is for the assigned user to accept the task. Open the task using the pencil icon and select Accept. The portal will display a message that the task was accepted and return to the Tasks list. The status will change to Accepted.
After a task has been accepted by the assigned user, the next step in the lifecycle is to start the task. Other options include to Unassign the task or to Abandon (remove). When the assigned user is ready to begin the task, use the Edit option to change the task status by selecting Start.
The task will change to a status of In Progress. If the task needs to go to another user, click Unassign. To remove the task from the list, choose Abandon Task. The Tasks list updates with the new status accordingly.
When changing the status of a task, the data updates immediately; you do not need to use Save. The Save option is for using when changing the value of a field.
The task will remain in the In Progress mode until the next step of the task is taken: Complete or Failed to Complete.
If the task is done successfully, mark Complete. The status will change to Completed.
If for any reason you could not complete the task, mark Failed to Complete. When this option is selected, the status returns to Available.
Additional options for the task before completion are to Unassign or to Abandon Task.
When a task is Unassigned, it returns to the Available status. When a task is abandoned, it is removed from the task list entirely. The Abandon option can not be undone.
f a task has been marked Complete by accident or needs to return to the task lifecycle, open the Completed task and select Undo Completion.
Task status returns to In Progress when this option is chosen.
Refer to the Logistics Mobile App section of the Knowledge Base for using the Task Manager on the mobile app. Users can manage their tasks through the app.