Checklist

Default Checklist feature is designed to streamline your shipment management process by providing convenient checklists and customizable task options.

Accessing Checklist

To access the checklist within a created shipment file, please follow these steps:

1. Navigate to the specific shipment file you need to work with.

2. Once inside the shipment file, find and select the Checklist tab.

3. On the left side, you'll find a list of checklists to choose from. Feel free to edit them as needed.

Editing Checklist

1. Select the checklist that needs editing.

2. Click the button to open the Task window.

3. Edit the necessary details.

4. Click the Save button to apply changes.

5. The task will appear in the interface marked as Pending.

Deleting Checklist

1. Select the checklist you wish to delete.

2. Click the button.

3. A warning dialog box will appear, asking for confirmation to delete the task.

4. Click Ok to confirm the deletion of the task.

Mark as Completed

1. Select the checklist you wish to change the status.

2. Choose the button.
3. A warning dialog box will appear, asking for confirmation to complete the task.

4. Click Ok to confirm the completion of the task.

1. Each task includes a comment section where you can add remarks pertinent to the task, benefiting those who undertake it.

2. Checklist linked to shipments appear on the assignee's Freight dashboard. Clicking a checklist leads to the shipment for comment addition, detail editing, or task completion.

3. The feature to edit and delete comments added to the checklist is available.