IMOS - Task Groups

A Task Group is a collection of Tasks that can be assigned to various objects.

• In Chartering, you can use Task Groups to bulk-import Tasks to a Cargo, Estimate, or Voyage Template, or any combination of them.

• In Operations, you can add a Task Group to an individual voyage in the Tasks and Alerts panel for the voyage.

Creating a Task Group

1. On the Data Center menu … > under Other > click Task Groups.

   

You can create, edit, and delete Task Groups. First you will need to start by defining Task Groups for your Chartering workflow and your Operations workflow. You may need to expand into more specific groupings, depending on the business being fixed.

2. Type a Name for the Task Group.

3. Select the Objects this Task Group applies to: Cargo, Voyage Estimate, Voyage (Template), or All.

4. Type a Description of the Task Group, including instructions for use. The Description appears in the selection list when adding the Task Group to the object.

5. Add a line item for each Task, including its Task Category.

6. Save.

Note: Task groups and Task and Alerts share a common display location in the notification panels of cargos, estimates, and voyages; however, you will need to configure them separately.