How to create a new task from any submitted check-in or check-out?

You can create tasks directly from the Rental Summary Report. Here's how.

How to create a new task from any submitted check-in or check-out?

  1. Within the Fleet Management Dashboard, navigate to to Rentals in the top menu.
  2. In the top left corner, select the month of the rental you are looking for.
  3. Click on the rental period you are interested in.
  4. Click on Summary.
  5. Scroll down to see submitted check-in or check-out forms
  6. For any missing item of a check-in or check-out: click on the arrow on the right.
  7. Provide information about the task: a name, a priority, the boat to which it is related, the affected part as well as a short description.
  8. Click on Save. 
  9. Your task is created! It is now visible in the Task section of the Fleet Management Dashboard.