Articles on: Collaboration

I can add and resolve a flag



Flags are accessible at different levels

Container/Truck

Shipment

Allocation

Purchase/Sale

Flags can be used to inform and warn other team members that something important happened, something they should pay attention to (ex: a booking was canceled)

Flags follow a logic where if a parent object (for instance shipment is a parent object of a container that is part of this shipment) has a flag, then the child object (here: container) inherits from the flag.


Adding a Flag



Step 1: Navigate to the desired page - purchases, sales, shipments, or containers level.

Step 2: Find the gray Add Flag icon and click on it.



Step 3: A drop-down menu will appear.



Step 4: Select an existing flag from the drop-down menu.



Step 5: Alternatively, create a new flag by typing its name in the field and clicking Add.



Step 6: Fill out the comments section.



Step 7: Click Confirm to update the flag.



Resolving a Flagged Task



Step 1: Click on the flag that needs to be resolved.



Step 2: Click the Resolve option.



Step 3: The flag updates upon resolution.

Updated on: 21/08/2024

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