Selecting Task Settings in Docket

Task-related settings in Docket help organize your workflows, ensure tasks are connected, and make dispatching easier. This article highlights key task settings you can configure to optimize your operations.

Accessing Task Settings

1. Click Account in the left-hand menu.
2. Click Settings at the top.
3. Click Company, then scroll down to the Task Settings card.
4. Click View to open the settings.

Key Task Settings to Configure

1. Dispatch Settings:
   • Lane Title:
     • Default: Organizes the Dispatch Board by employees (tasks assigned to an employee appear in their "lane").
     • Optional: Change to organize by vehicles if you assign tasks based on vehicle availability.
     • You’ll learn more about Dispatch Board organization in the next video lesson.
   • Show Client Types:
     • Default: Enabled.
     • Recommendation: Keep it on if you use Client Types for customer categorization.
2. General Task Settings:
   • Connect Previous and Next Tasks on Fail:
     • When enabled, this setting ensures that tasks remain connected even after rescheduling.
     • Example:
       • A drop-off task connects to dump-and-return tasks, leading to a final pick-up task.
       • If a dump-and-return task fails and is rescheduled, this setting reconnects it to the rest of the task sequence.
     • Without this setting, the rescheduled task is treated as a standalone item, requiring manual connection to the drop-off task.

Tips for Success

• Regularly review task settings to ensure they align with your operational workflows.
• Keep “Connect Previous and Next Tasks on Fail” enabled to maintain seamless task connections and avoid manual adjustments.