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Tasks Overview (Job & Load Tasks)

AttuneLogic uses Tasks to standardize work that must be completed for a Job and/or a Load/Leg (trucking), or similar work objects in other industries.

Key Concepts​

  • Task: A checklist item assigned to a specific Job or Load/Leg (e.g., “Take pickup photos”).
  • Task Template: A reusable definition of a single task (title, category, required flags, etc.).
  • Task Template Group: An ordered set of templates that can be applied together (and optionally auto-applied).

Where to Manage This in the Web App (Service)​

  • Go to Settings → Task Templates
    • Templates tab: Create/edit individual templates
    • Groups tab: Build ordered groups and configure auto-apply triggers

Job vs Load/Leg (Trucking)​

  • Job tasks: Use for company-wide workflow (dispatch, billing, compliance).
  • Load/Leg tasks: Use for driver/field execution (pickup, delivery, POD, inspections).
  • Templates and groups can be configured to apply to Job, Load/Leg, or Both.

Applying Templates vs Applying Groups​

  • Apply Templates: Applies templates based on template-level auto-apply settings.
  • Apply Group: Applies a specific group’s ordered templates to a Job or Load/Leg.
Recommended approach for trucking

Put driver-facing checklists (pickup/delivery) in groups so you can reuse them across loads and keep a consistent, group-defined order.