Help Center

General Task Management for Employees

Macy Williams
Macy Williams
  • Updated

The Employee Tasks feature in Datatruck allows managers and team members to assign, track, and follow up on work related to operations, dispatch, HR, safety, fleet, and more. You can create one time tasks, link them to loads, drivers, or trucks, and even set priorities and subtasks. 

Step 1. Navigate to the Tasks Section

  • From the left-hand menu, scroll down and click on Tasks.
  • You’ll be taken to the Employee Tasks.

Step 2. Creating New Task for Employee

  • Use the Create a New Task button at the top of the screen to start a new task.

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Step 3. Fill in the Task Details

Task Name

  • Enter the title suitable for the task

  • Example: Assign fuel card to new driver

Project Name

  • Select the department or project the task belongs to.

  • Example: Driver Management

Assignee

  • Choose the employee who is responsible for completing the task. 

  • Example: Macy Williams

Due Date & Time

  • Select when the task should be completed.

  • Use the calendar and clock to pick date and hour.

Priority

  • Set how urgent the task is (Low, Medium, High, Highest). 

4. Link the Task to a Record (Optional)

You can link the task to specific records under the “In Relation” section:

  • Driver (e.g. Thiago M.)

  • Load 

  • Truck

  • Trailer

This helps keep context clear for everyone involved.

5. Add Tags or Notes (Optional)

  • Use the Notes or Tags section to add instructions, links, or special conditions.

Screenshot 2025-05-22 at 12.12.43 AM.png

6. Add Subtasks (Optional)

On the right, click “+ Add Subtask” if the main task has multiple steps.
Example:

  • Call driver

  • Update load notes

  • Confirm ELD compliance

Screenshot 2025-05-22 at 12.15.12 AM.png

7. Click "Save"

When you’re done filling out the details, click Save in the top-right corner.
The task will now appear in the assignee’s notification.

Screenshot 2025-05-22 at 12.18.09 AM.png

We hope this article was helpful. However, if you have any further questions, please don't hesitate to reach out to our Live Support. 

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