Tasks are the core of GSMtasks. Whether you're managing deliveries, service visits, installations, or collections, every job begins with creating a task.

This guide explains how to create a task, what each section of the task form does, and how to make the most of the available options.

✅ Create a new task

✅ Assign a worker

✅ Add one or multiple waypoints

✅ Configure scheduling and optimization settings

✅ Add task descriptions and attachments

✅ Use custom fields

Estimated time: 5–10 minutes

There are two ways to create a task:

Option 1 — New Task button

Click the green New Task button in the upper-right corner of the Dashboard.

Option 2 — From the map

Right-click anywhere on the map and select Create Task.

Fill in the task information and click Create.

Every task must contain at least one valid address before it can be created.

The task creation form is divided into five sections, each serving a different purpose.

This section contains the general information about the order and your customer.

Here you can enter your customer's details, particularly if:

Saving customer information allows GSMtasks to automatically fill in these details the next time the same customer places an order.

💡 Tip: If you regularly work with the same customers, saving their contact information can significantly speed up task creation.

Instead of creating contacts one by one, you can import them into GSMtasks.

You can also create Client Roles for your customers.

Client users can:

You can assign a task to a worker immediately or later.

Simply choose a worker from the Assignee dropdown.

If the worker is online, they'll receive the task instantly in the GSMtasks Driver App.

If no worker is selected, the task will automatically appear in the Unassigned column.

From there you can:

If you've configured Auto Assign, simply tick the Auto Assign checkbox.

GSMtasks will automatically assign the task based on your Auto Assign rules.

If you already know who will complete the task, assign the worker during task creation. This reduces manual work later and allows the worker to receive the task immediately.

Waypoints are one of GSMtasks' most powerful features.

A waypoint represents a location that forms part of an order.

An order can contain one or multiple waypoints, allowing you to manage more complex workflows while keeping everything linked together.

For example:

Although these belong to the same order, they appear as two separate tasks for the worker.

Use an Assignment waypoint when the worker only needs to visit one location.

Example:

A technician visiting a customer.

Use Pick Up when the worker first needs to collect goods, equipment, or materials.

Example:

Collect parcels from the warehouse.

Use Drop Off for the final destination where goods or services are delivered.

Example:

Deliver parcels to the customer.

Need multiple stops?

Simply complete the first waypoint and click Add New Waypoint.

Each additional waypoint becomes part of the same order while remaining an individual task for the assigned worker.

Every waypoint has its own contact information.

This is useful when different people are responsible at different locations.

For example:

Warehouse contact → Pick Up

Customer contact → Drop Off

Tick Save Contact if you'd like GSMtasks to remember the contact for future orders.

Each waypoint can have its own completion window.

Use: Complete After and Complete Before

to specify when work should begin or finish.

These time windows are also considered during Route Optimization, helping GSMtasks build the most efficient route while respecting customer time constraints.

You can specify how long a task is expected to take.

Task duration is included during route optimization.

The duration can be:

Use the following format:

hh:mm

Example:

If your fleet uses different vehicle sizes, GSMtasks can consider these during route optimization.

When both:

have size values assigned, GSMtasks will only assign compatible vehicles during optimization.

Always select the address from Google's autocomplete suggestions instead of typing it manually. This ensures accurate navigation and prevents invalid destinations.

The Describe Task section provides additional information to help workers complete the job successfully.

You can include:

You can also attach files such as:

Attachments are visible from the GSMtasks Driver App, giving workers everything they need while on site.

Keep descriptions short but informative. Include information the worker needs on-site, rather than general customer information.

Custom Fields allow you to tailor GSMtasks to your business.

They can be used to record information such as:

Each company can configure Custom Fields differently to match its own workflow.

Once you click Create:

✅ The order appears on the Dashboard.

✅ Assigned workers receive the task immediately (if online).

✅ Every waypoint becomes its own task while remaining linked to the same order.

✅ Route Optimization can include the task.

✅ Customer notifications can be sent (if enabled).

Make sure you've entered at least one valid address.

Check that the worker is marked Online in the GSMtasks Driver App.

No worker was selected during task creation.

You can assign one later by dragging the task to a worker or using Move Tasks.

Always select an address from Google's autocomplete suggestions instead of entering free text only.

🎉 You're ready to go!

You've successfully learned how to create and configure tasks in GSMtasks.

From here, you can continue with: