If you need to perform task actions in Box Schedule besides starting and completing, you can click on the task link. A Task Action Pop-up will open. The Task Action Pop-up lists all jobs from the previous page that are associated with the task you clicked on.
To perform actions in the Task Action Pop-up:
On the Box Schedule page, click on a task. The Task Action Pop-up will open.
Use Sticky Date or type in the Start and End Date fields to change the dates.
Check the boxes of the actions you want to perform.
Add Notes if you need to. Check the box to send the note to the supplier, or leave it unchecked to save only as task notes. (The "Send Note" checkboxes are only available if the supplier is on SupplyPro.)
Click Update Tasks. The Task Action Pop-up will close and take you back to the Box Schedule page.
Click Update Tasks on the Box Schedule to save your Task Action changes. If you don't click Update Tasks on the Box Schedule page ALSO, your changes will not be saved.
Click Cancel to close the Task Action Pop-up without making changes.
In the Task Action Pop-up, you can:
Change TBD Supplier
Start and Complete Tasks
Reschedule Tasks
Send notes to supplier (notes entered in task notes will be sent to supplier when this box is checked)
Add task notes (if send note to supplier checkbox is not checked, this is simply task notes)
Remove exceptions
Skip or Cancel Tasks
Choose schedule change reason
Use Sticky Date to change Start or End Dates