Create a task for your colleague to optimise the rental process.
On an order, you can see the different process tasks that are important until invoicing. You can also add intermediate tasks between the standard process steps. These tasks can even be set in some places to lock the subsequent step until it is completed.
For example, after completing the order by placing items on it, you may feel the need to get confirmation from the customer before preparing the order in the warehouse for delivery.
New (sub) task
To create a new task:
- Click
to create a new task.
The dialog will then open to create a new task.
- Please fill in the task form as completely as possible.
- Select any resource(s).
- Click Save to create the task.
Entering Resource(s) ensures that the task goes to the right person and that the task ends up in the kanban planning.
After saving, you will see the subtask in the railroad and you can execute it by clicking on it.
Adjusting a task
You can modify an existing task.
To modify an existing task:
- Click on the description of the task or subtask.
The task dialog is displayed.
- Apply your changes in the task form.
- Click Save to save the changes.
Complete a task
If you want to complete a task, it is clear to your colleagues that the work is finished. A follow-up task can then be carried out if necessary.
To complete an existing task:
- Click on the description of the task or subtask.
The task dialog is displayed.
- Check all fields in the task form.
- Click Finish/Open Task to complete the task.
The status of the task will be set to closed.
Deleting a task
If you have created a task that is no longer necessary, you can delete it.
To delete an existing task:
- Click on the description of the task or subtask.
The task dialog is displayed.
- Click Delete to remove the task.
The task will be removed immediately and will no longer be visible in the railroad.
Field information
General
- Description
A clear description of the task that is also recognisable to any colleague. - Temporary lock until completion
Indication that the follow-up task will remain locked until this task is completed. Afterwards, the follow-up task will be reactivated. This function is useful for follow-ups within the rental process before work is done too early. - Perform task from
The date (and possibly time) when the task is scheduled. The task must be completed after this time. - Complete task before
The date (and possibly time) by which the task must be completed. The task must always be completed before this time. If the task is not completed on time, this will be indicated in the planning with a red time stamp. - Resource(s)
One or more resources that you can assign to the task. Within the kanban planning you can always set a filter on the resources. A resource can be linked to a user.