Tasks

A task is an action that a fleet employee must perform as part of a booking.

There are two types of tasks in the system:

• Pick-up — preparing and handing over a vehicle to the customer

• Drop-off — receiving the vehicle back after the rental ends

Each task includes:

• Type — what needs to be done: hand over or receive the vehicle

• Assignee — the employee responsible for completing the task

• Planned date — when the task should be completed

• Status — the progress stage of the task

• Contacts — the executor’s phone number and messengers

Each task goes through several stages. The status helps you understand the current progress:

• Unassigned — the task was created but no executor has been assigned yet

• To confirm — the task has been created and sent to the executor for confirmation

• Accepted — the executor has accepted the task and will start working on it

• Preparing — the executor is preparing the vehicle for the booking

• Overdue — the due time has passed, but the task hasn’t been completed or updated

• In progress — the executor is currently performing the task

• Hold — the task execution has been paused

• Completed — the task has been successfully completed

• Canceled — the task has been canceled and doesn’t require further action

1. Automatically

When a new booking is created, the system automatically generates two tasks:

• Pick-up

• Drop-off

You can assign executors immediately or do it later.

2. Manually

Sometimes tasks need to be created manually — for example, if the booking was made outside the system (a client called directly or sent a request by email).

In this case, the rental manager collects the necessary details by phone and manually creates a booking — the task is then also added manually.

1. In the Tasks section, click Add task

2. In the pop-up window, fill in the following details:

• Completion date and time

• Assignee

• Associated booking

• Task type

• Preparation and execution time

• Additional information

• Assignee bonus

3. Click Save. The task will appear in the list

— double-click the task row to open the task card

— or click the three dots on the right side and choose an action:

• Edit — open the task card to update the date, executor, or description

• Set status — manually update the progress stage of the task

• Delete — completely remove the task if it’s no longer relevant