How to create a task

To create a new task in PTM, click the Add button above the task table on the Dashboard — a task creation form will open.

The Task form is where you define all the important parameters for the task. It is divided into several sections:

Template — select the task type, which will determine the structure of fields for the task
Vehicle — choose the vehicle that will be used for the task
Driver and Driver’s Phone — enter the driver's full name and contact number
Trailer Plate — enter the trailer number, if one is being used for transport
Route Name — internal route identification
Cargo Name — specify the cargo being transported
Minimum / Maximum Temperature — if temperature control is required, set the minimum and maximum temperatures

Task Information — here, you will see the key route details:

Address List — the primary address/route with options to edit, delete, or add new points to the route

Details:

Coordinates of Route Points — the geographical coordinates for each route stop.
Redirect this point — use this point as a redirect address.
Visit Time — the scheduled arrival time.
Warehouse — the warehouse or location name.
Time at Stop — how long the vehicle should stay at the stop.
Radius — the allowable deviation from the route point (in meters).
Add Address — button to add another route point.
Start Time and End Time — specify the start and end time for completing the task.
Description — a field for any additional comments about the task.

On the map, the route will be displayed with all the task's route points marked.

Counterparties — in this section, you can select the company that will be associated with the task.

Template for act — choose a report template for completed tasks, if configured in the system.

Backwards — if you decide not to save the task, you can go back to the task table without saving any changes
Save — after entering all the details, click this button to save the task and start processing it
Forecast — use this button to calculate a forecast for the route

How to create a task from a template

To quickly create a new task based on an existing one, use the Create from template feature:

1. Right-click on a task row in the task table

2. In the task menu that appears, select Create from template

3. The system will automatically generate a new task with all the basic data copied from the original task (such as client, route, cargo, parameters)

4. You can then edit the task by selecting "Edit" in the menu. This will open the task form, where you can make any necessary changes