How to link tasks to shipment
Shipment Management

Step 1: Go to the “Shipments" page and copy the shipment name.

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Step 2: Go to the “Tasks" page, select the pipeline, and open the task.

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Step 3: Click Information in the right-hand panel and paste the shipment name into “Link to Shipment”.

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Step 4: Open the shipment and view linked tasks in the “Tasks"tab.

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