A task is a commonly requested job instruction that can be assigned to multiple resource types. When you encounter a certain request over and over, it is recommended that you add a new task in Dispatch Hub.  For example, you can create a task called 'Cleanup' and assign it to any resource types that commonly perform cleanups, such as janitors or picker trucks. 

Why add tasks:

  • Faster ordering - for simple jobs the task name is all that is needed to communicate job scope, no extra typing required
  • Adds another trackable KPI , for example "how much money did we spend on deliveries last month compared to a year ago?"
  • Reduces probability of inaccurate orders - after selecting a resource type, requesters are presented with tasks associated with their selection. If they are attempting to have a part delivered, and that task is not present in the list, they will clue-in that they have selected an inappropriate resource type. 

Steps to create and assign a new task:

  1. Open Dispatch Hub, expand RESOURCES tab, and click on Add Task
  2. Type in the name of the task and ensure that the "Is Active" checkbox is filled
  3. Click Add Resource Type Task and fill in the fields
    • Help Text can be used to describe the task to the customer
    • Job Detail Template can be used to save the requester time or show the requester the content you expect to see in a fully detailed job request. 

Important notes about tasks:

  • It is recommended to add "Other" as task for each resource type
  • It is completely okay if a resource type does not have any assigned tasks, the requester will just be skipped to the new job request form
  • One task can be added to multiple unit types
  • Tasks can be edited by opening the Task List or Resource Type Task List
  • Tasks can be removed from a resource type by unchecking the "Is Active" box on the Resource Type Task List.