📌 Using the Task Tool in PortControl

Overview

The Task Tool in PortControl is a helpful feature that allows you to create reminders for yourself or assign them to a teammate. Whether you’re tracking the progress of a port order, planning to follow up with another carrier, or preparing for out-of-office coverage, the Task Tool ensures nothing falls through the cracks.

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✅ What You Can Do with the Task Tool

• Set personal reminders to check on specific orders at a later date.

• Assign tasks to coworkers if you need them to follow up on your behalf.

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🛠 How to Use the Task Tool

1. Navigate to the Order
   Open the specific order you want to set a task for.

2. Enter a Task Title
   In the Title field, enter a brief subject line that summarizes the task (e.g., "Check status with losing carrier").

3. Add a Description (Optional)
   Use the Description field to provide more detail or context (e.g., "Waiting on FOC from losing carrier—follow up if not received by end of week.").

4. Choose a Due Date
   Select the date you want to be reminded to complete the task.

5. Assign the Task

   • Select yourself to set a personal reminder.

   • Choose a coworker if you'd like to delegate the task to someone else (e.g., during time off).

6. Get Notified
   On the due date, a notification will appear under the 🔔 Bell icon in the top-right corner of the PortControl dashboard.

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💡 Common Use Cases

• ✔ Follow-Up: Set a task to check back on an order awaiting a response from a carrier.

• 🏖 Out of Office: Assign a task to a teammate to monitor your orders while you're away.

• 📅 Workflow Planning: Create a reminder to revisit an order in a few days to verify progress or completion.

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🔔 Where to View Task Notifications

All task reminders appear as alerts under the bell icon in the top-right corner of your PortControl screen. Click the icon to view and manage your active tasks.

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If you have questions about using the Task Tool or need help assigning tasks, please reach out to our Help Desk. 

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