Picklist Tasks

The Picklist Task is used to allow Users to answer a series of questions in order to assign resources to their assigned Function(s).  This is commonly used for staff members to help assign Resources to Functions.  The instructions below will walk you through how to add, edit, and activate a Picklist Task.

Add Task

To add a Picklist Task, first access the "Tasks" page with icon at the top-center of any page within Logistics.  Then, select the "ADD NEW TASK(S)" button toward the upper left-hand corner of the page (Fig. 1).

Fig. 1 - Add New Task(s) Button.

Select the check box to the left of the "Logistics - Picklist" Task.  Then, select the blue "CONTINUE" button (Fig. 2).

Fig. 2 - Add New Task(s) Pop-up.

General Tab

After the Task has been added from the Task Index, you will see the task editor.  Within the "General" left-hand navigation panel, enter the core details for the Task (Fig. 3).

Fig. 3 - Picklist Task Editor General Tab.

• Task Title - This is the name of the Task the User will see on their Task list.
• Status - This drop-down indicates if the Task will show on the Task list.  Choose "Active" from the drop-down menu to activate the Task.
• Order - Task Order allows you to arrange the order of the Tasks on the Task list.  For example, if this Task should be listed second, enter "2."
• Label for Button to Complete Task - This text will display on the button the User will Select to complete the Task and return to the Task list.
• Due Date - This date is a visual reference that will show at the end of a Task on the User's Task List and is NOT enforced.  Once this date has passed, the text color for the date will turn red.
• Cutoff Date to Receive Data - This date will prevent a User from accessing the Task.
• Lock Task when Completed - This setting will lock the Task after the User has completed the Task.  If set to "Yes," the User will not be able to access the Task, regardless of Due Date.
• Auto Email Admin when Task completed - If you or someone from your organization would like to receive an email each time a Picklist Task has been completed, enter the email address(es) in this field.

Be sure to select the "Save Changes" button on each tab.

Task Instructions Tab

Within the "Task Instructions" left-hand navigation panel, enter any instructional text that will display within the Task and choose to upload a FAQ document that will display beneath the Task instructions (Fig. 4).

• Instructions - This text will be displayed to the User to help them understand how to complete the Task.
• Message When Task is Complete - This text will display to the User within the Task after the Task has been completed.
• Task Warning (partially completed achievement) - This text will display to the User when they are assigned to multiple Functions and still need to complete the Task for one or more Functions.
• Task Warning (unstarted achievement) - This text will display to the User when they are assigned to multiple Functions and still need to complete the Task for all assigned Functions.
• Task FAQ Label - This text will display as a link for the FAQ Document.
• Task FAQ Document - This document will serve as a help guide for the Task.

Fig. 4 - Picklist Task - Task Instructions Tab.

Filters Tab

Within the "Filters" left-hand navigation panel if needed, select the "Function Type Filters" or "Function Role Filters "that should receive the Picklist Task (Fig. 5).

Fig. 5 - Picklist Task Filters Tab.

Questions Tab

Within the "Questions" left-hand navigation panel, you will create the questions that Users will answer within the Picklist Task (Fig. 6).

• Answer Type - Choose an answer type from the drop-down menu. Options include Yes/No, Numeric, Dropdown, Checkboxes, and Text Fields.  If Text Fields is chosen, this will require a custom logistics field.
• Question - Enter text for the question the User will see within the Task.
• Instructions - Enter text that the User will see to help them understand how to answer the question.
• Assignment Type - For all answer types except for Text Fields, choose to use either Resource, Bundled Resources, or User Roles.
• Resource Assignment(s) - Select the Resources, Bundled Resources, or User Roles from the drop-down menu.  For Dropdown and Checkboxes answer types, you can choose multiple resources or roles.

Fig. 6 - Picklist Task Questions Tab.

Be sure to select the "Save Changes" button on each tab.

Extra Options Tab

Within the "Extra Options" left-hand navigation panel, you will decide if the resources should be allocated to the Function and if general comments can be entered by the User (Fig. 7).

Fig. 7 - Picklist Task Extra Options Tab.

• Automatically allocate picklist answers to Function - If this setting is set to "Yes," resources selected by Users will automatically allocate to the Function.  If set to "No," answers to questions will not impact resource assignments for the Function.

Save Changes

After all edits have been made, select the green "Save Changes" button toward the upper right-hand corner of the page (Fig. 8). Be sure to test the Task by logging in as a team member in Logistics.

Fig. 8 - Save Changes Button.

Hide Task

If at any time you need to hide the Task from team members, select the eyeball icon to the left of the Task Title (Fig. 9). The Task's row will turn red, but the Task will still be seen by client administrators within a team member's account on the end user Logistics site.

Fig. 9 - Hide Task Option.