Create a task with a transport type to manage logistics activities on the transport plan board.

Transport task types include:

  • Delivery: Deliver items to the customer or vendor address.
  • Internal delivery: Pick up items from a depot.
  • Load: Pick up items from the customer or vendor location.
  • Internal load: Deliver items to a depot.

Tasks with type Service appear only on the service plan board.


Standard procedure

1. Go to Work order project planning > Setup > Tasks.
2. Click New.
3. In the Task ID field, type a value.
4. In the Description field, type a value.
5. In the Task type field, select an option.
 

Note: Choose one of Transport Plan Board related tasks type: Delivery, Internal delivery, Load, or Internal load

6. In the Status group field, enter or select a value.
7. Click Save.

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