To use a task list with a project, navigate to the Projects> Manage Projects page. Select the Create button in the top right corner:
On the next page, select the project type from the Project Details section, add your linked shipment (if applicable), and set your requested completion date. Then, select the Create button in the bottom right corner:
You will now have the ability to categorize each project from a list of pre-defined categories including:
- Kitting
- De-Kitting
- SKU Conversion
- Amazon FBA
- Disposal/Donation
- Case Breakdown
- Bulk Orders
- Other
This will allow for organization as well as efficient queuing processes for operations.
Once the project is created, you will see a notification at the top indicating that the task list has not been set. To assign a task list, choose an existing list from the drop-down menu or select the Create New List button to create a new one:
There is now additional guidance during the submission process - Now, you have a stepper to guide you through the mandatory steps before a project can be submitted.
If you select a pre-existing task list, the tasks will appear. To modify the tasks, select the Edit button on the right. This will take you to the Manage Task Lists section, where you can edit the task template. To remove the task list from your project, simply select the Trash icon.
For Saved Task List Selections, you will need to select the Edit button and then edit the specific task to provide attachments:
If all your project details are correct, select the Submit button in the top right corner to submit your project for review by our Support team:
