On the top left hand side of the screen you will find the “Add Task” button.
Additionally, you can find this button in each employee personal page.
After clicking “Add Task”, you will receive a window asking you to add a title to your task, the name and details of your customer, and special notes regarding the delivery.
This is the place to write things like: “Don’t ring the bell there is a sleeping baby.” “Leave the package with the doorman” etc.
This window is also the place to state when the task is due. If it is immediate, check the ASAP box.
If you are pre-scheduling it to a future time, choose the date and time for the task.
You can also add multiple stops to a task, stating what needs to be done at each stop.
Finally assign the task to a specific employee and click – “Add this Task”.
After adding the task, the delivery person assigned to this task will receive a notification of the task to his or her smartphone.