Task Management / Task Maintenance / Task Master List [TIL001]
This is the Task Master Listing and maintenance screen containing the standard tasks already in the system and where you create new custom tasks.
If users only want to use the standard tasks already in the system, they must follow the process to Setup and Configure the system to start using these tasks.
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From the Main Menu you will notice a new menu item called Task Management
Note: The new Task Management menu structure is linked to the module. If you didn’t purchase it as a separate module, it will not be visible in the Main Menu structure.
If you select the Task Master List module the following screen will open.
Note: The two standard tasks that are sold with the module will already be visible in the data grid. These will always be there and can be copied to create new Tasks.
If you hover over the Create button, a pop-out window will appear. You can also lock this pop-out window by selecting the Auto Hide button in the top right-hand corner of the pop-out window.
Currently, only the two standard tasks that are shipped with the module are visible. This list will grow as you create more custom tasks required for your warehouse.
Notice the Type column. These two tasks are SYSTEM tasks. If more custom tasks are created, their Type will show as CUSTOM.
Other columns visible in the data grid are as follows:
Task Code – this refers to the unique identifier for the task to be created.
Name – this is the name of the Task.
MHE – this is an indication whether Material Handling Equipment is used.
Est. Time – this refers to the estimated time it will take the Operator to finish this task in minutes.
UserField - this is a free text field that can be used to store any custom field that is required. This can be useful within the Task Allocation plugin to make more informed logic when allocating tasks to operators.
Description – this is a more detailed description of the task.
Application – this is the main module that generates the tasks. For example, the Receipt Purchase Order module.
Type – this is the type of task. There are two different types, namely SYSTEM and CUSTOM
Action – the user will use the link in this column to copy an existing task and create a new custom task. Once a new Task has been created, the task must be linked to a System Trigger. For more information, refer to Enabling Scripts via the System Trigger Module.
One of the standard tasks in the master task list can be copied, to create and configure additional custom tasks if required.