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Adding / Editing Task Types

KB-01064

Purpose & Scope

Users will follow the instructions below to add or edit Task Types in their LoadTrek database.

Procedure

Task Types are used when adding a specific task to a stop location of a load, in the Load Plane. It is best to add Task Types into the database prior to creating tasks, but it is not required.

'Return' and 'Delivery' are set up as default Task Types within LoadTrek. Examples of Task Types are: Pickup and Vehicle Inspection.

  1. From the top toolbar, click on the small down arrow next to the icon labeled 'Setup'

  2. Hover over 'Types', then click on 'Task Types'

  3. To add a new Task Type, click on 'Add New' and enter the description into the Task Type text box.

  4. Click 'Add New' to add another Task Type, or left click within the left hand section of the window to save your entry.

  5. Newly created Task Types will appear in the left hand section of the window.

  6. To edit an existing Task Type, left click on the name in the left hand section of the window, then modify the text in the Task Type text box on the right hand side of the window accordingly.

  7. Once all appropriate Task Types have been entered or edited, click on Close Plane.

Additional Comments

Contact LoadTrek.net support at 877.226.0107 x4 or support@loadtrek.net if you have additional questions.


PO Box 7036, Madison, WI  53707      Phone: 877.226.0107   Fax: 877.226.0107   Email: info@loadtrek.net
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