Taking Orders and Creating Tasks in Docket: One-Time and Recurring Tasks

Creating and managing tasks in Docket is essential for scheduling services, tracking jobs, and keeping your team on the same page. This article explains how to create one-time and recurring tasks, connect related tasks, and organize workflows.

Creating One-Time Tasks

1. Navigate to the Schedule Page:
   • Go to the Schedule tab and click the green New button.
   • Select Schedule Event.
2. Select Task Type:
   • Choose a task type like Dumpster Task, then search for or add a new customer.
   • Select or add a service address.
3. Add Task Details:
   • Choose the task type (e.g., Drop Off, Pick Up).
   • Select the dumpster size, rental length, and drop-off date.
   • Use the Schedule Next Task option if you know the pick-up date during task creation.
4. Weight Ticket and Driver Assignment:
   • Enter weight allowances, overage costs, and a dump location (optional).
   • Assign a driver or leave it unassigned for later assignment.
5. Notes and Attachments:
   • Add internal notes for drivers or team members (not visible to customers).
   • Attach files or images if necessary.
6. Finalize the Task:
   • Click Create to save the task. It will appear on your schedule.
   • Reschedule tasks by dragging and dropping them on the calendar.

Creating Recurring Tasks

1. Start with a Drop-Off Task:
   • Create a one-time drop-off task as described above.
2. Set Up Recurring Tasks:
   • Create a new task and connect it to the original drop-off task.
   • Select the dumpster size and the recurring start date.
3. Define Recurrence:
   • Set the recurrence schedule (e.g., Weekly on Tuesday).
   • Choose the Recurring End Date (e.g., last dump-and-return before pick-up).
4. Save the Recurring Tasks:
   • Click Create to save the recurring schedule.
   • All recurring tasks will appear on the schedule, and connected tasks will highlight when clicked.

Connecting Tasks

1. Use Schedule Next Task:
   • Automatically connects tasks like drop-offs and pick-ups during creation.
2. Manually Connect Tasks:
   • Select the original task in the Drop Off Task dropdown when creating related tasks.
   • Use the task ID for easy search if needed.
3. Track Connected Tasks:
   • Click on any task to view its related tasks highlighted in green.
   • Open the task to cycle through and manage all related tasks.

Tips for Best Practices

• Always connect tasks to ensure accurate workflow tracking.
• Use Schedule Next Task for simple connections and manual linking for recurring schedules.
• Add clear notes and attachments to tasks to reduce miscommunication.