Create a Task
To create a new task:
Navigate to the Tasks module from the left-hand navigation menu.
Click + Create Task.
Complete the following fields:
Task Name – Enter a descriptive name for the task.
Task Type – Select Job or Waybill.
Job/Waybill – Depending on the selected task type, choose the corresponding Job or Waybill from the dropdown list.
Priority – Select the priority level:
Urgent
High
Medium
Low
Status – Select the task status:
To Do
In Progress
Complete
Assignee – Select the employee responsible for completing the task.
Assigner – Select the employee assigning the task.
Review the information.
Click Create Task to save the task.
The task will appear in the selected status section within the Tasks module.
Templates
The Templates button allows you to create and reuse task templates, making it easier to manage recurring tasks.
Create a Template
To create a new task template:
Click Templates.
Select Create Template.
Enter the required template details:
Template Name – Enter a name for the template.
Description – Enter a description of the template.
Choose Icon & Color – Select an icon and colour for the template.
Task – Select or configure the task associated with the template.
Save the template.
Use a Template
When creating a new task, you can select an existing template to automatically populate the task details. This helps reduce repetitive data entry for recurring tasks.
Search Tasks
Use the Search bar to quickly locate tasks by entering the task name or related keywords.
Filter Tasks
The Tasks module provides several filters to help you find specific tasks.
Available filters include:
Assigned User – View tasks assigned to a specific employee.
Task Owner – View tasks created by a specific user.
Priority – Filter tasks by Urgent, High, Medium, or Low.
Task Date – Display tasks based on a selected date.
Task Status
Tasks are organised into three sections based on their current status:
To Do
Displays tasks that have not yet been started.
In Progress
Displays tasks that are currently being worked on.
Complete
Displays tasks that have been completed.
The number displayed beside each status indicates the total number of tasks within that section.
Quick Create
Each status section includes a + icon on the right-hand side.
Clicking this icon allows you to create a new task directly within the selected status.
Manage Tasks
Each task includes an action menu that allows you to manage the task using the following options:
Edit – Update the task details.
Duplicate – Create a copy of an existing task.
Delete – Permanently remove the task.
All tasks can be viewed and managed from the Tasks module located in the left-hand navigation menu of the Movermate CRM.
For any inquiries, please reach out to the Movermate Product Experts at [email protected].We're here to help!