Prerequisites
To access the Tasks tab, you must have the Tasks service enabled in the properties of your account or billing plan.
The following access rights are required to work with tasks:
| Type of access rights | Access right | Description |
|---|
Access rights to units
| View object and its basic properties | Allow viewing the tasks created for the unit. |
Edit tasks | Allows creating tasks for the unit, and changing their priority. Also, includes the permissions granted by the Edit task status and manage comments access right.
In combination with the Act on behalf of this user access right to users, allows assigning tasks to them. |
Edit task status and manage comments | Allows changing the task status as well as adding, editing, and deleting comments. |
Access rights to users | View object and its basic properties | Allows seeing the user to whom tasks are assigned. |
Act on behalf of this user | In combination with the Edit tasks access right, allows assigning tasks to the user. |
A task is an issue registered for a unit that requires specific actions from the user (for example, contacting the driver, checking data, leaving a comment, etc.).
The Tasks tab allows you to optimize your workflow. Here you can find all tasks and get information about them, manage them, contact drivers and perform other actions.
Tasks are shown on the tab after they are created manually or automatically.
Events can be registered in the system in other cases, but no task is created for them. See more details on the Events page.
If a new task is created or assigned to you while you are on another tab, an indicator with their number is displayed next to the Tasks tab name.
Read more about tasks and how to work with them on the following pages: