The tasklist is a feature that allows you to:

Standardise your team’s workflow
Track tasks across all your shipments
Quickly add, edit, and complete tasks
Stay ahead of deadlines with visual cues for overdue items

Whether you're managing one shipment or many, this setup keeps your process clear, efficient, and consistent.

Introduction

A Tasklist is a predefined set of tasks your company can apply to every new shipment. It reflects your internal workflow and ensures consistency across the board.

A default task template can be set up specifically for your company.
Once configured, the template will automatically apply to each newly created CargoSync shipment.
Tasks will be visible both within each individual shipment and across all shipments in a central Task Dashboard.

🛠 Only users with the Manager role can see and interact with tasks in this way.

Want to set up a tasklist tailored to your company’s workflow?

Get in touch with us at feedback@explorate.co.

Getting Started

Step 1: Set up a Task Template

Start by working with your team to define a default template that matches your company’s process. Once we set it up for you in the app, every new shipment will inherit this task template.

Step 2: Start Managing Tasks

There are two main ways to work with tasks:

1. Within a CargoSync Shipment

Go into the shipment and navigate to the Tasks section.
Tasks specific to that shipment will appear based on your default template.
You can also add one-off tasks.

2. Via the Task Dashboard

This is a centralised view of all tasks across all active shipments.
It displays tasks in a table format so you can track and action them easily, without jumping into each shipment.

Task Dashboard

The Task Dashboard is a flexible, interactive table designed to give you full control and visibility.

Here’s what it can do:

🔗 Quick Access:

Each row includes a clickable shipment link

Use it to quickly jump from the dashboard into a specific CargoSync shipment to manage your tasks from the shipment level.

📄 Table Features:

Toggle, sort, and reorder columns to suit your preference
Adjust column width, and it stays just how you set it
See containers linked to each shipment
Group by vessel name for better visibility
The column state is saved, even if you leave the page or refresh, you wouldn't lose your toggle and column ordering preferences

📝 Inline Task Notes:

Add notes directly in the table
A sticky column on the right shows a note icon
- Grey icon = no notes yet
- Purple icon = notes already added
Click the icon to open a pop-up to view or edit your notes

One-off Tasks

Need to track something specific that’s not part of your default template?

Go to the Tasks section in a CargoSync shipment
Click the icon to add a one-off task
Fill in the task name and any notes along with the due date for the task
Click Update to save - it’ll appear right away in the shipment’s task list

Due Dates & Overdue Tasks

Tasks are colour-coded according to the due dates, in red, yellow and green.

You can mark tasks as Completed from either the shipment view or the task dashboard. Completed tasks will appear with strikethrough text, so they’re easy to identify.