Tasks

A task is a piece of work that has to happen around a tour, a stop, a shipment, a load, a transport draft or a carrier. Orbit assigns it to the right people, tracks it until it is done, and keeps a record of who did what.

Overview

Much of the work in logistics happens next to the transport itself. A driver checks the seal before leaving the depot, someone collects empty crates at a café, a dispatcher confirms a customs document before a tour can start. Tasks give this work a place in Orbit. Each Task belongs to one object, has an assignee and an optional due date, and can carry a form that the assignee fills in when they complete it.

Key highlights:

• Bound to one object: every Task refers to exactly one Tour, Stop, Shipment, Load, Transport Draft or Carrier
• Assigned by scope: a task goes to a whole organisation, a team or a single user, on the operator, carrier or shipper side
• Created automatically: task templates create tasks when something happens in Orbit, and integrations create them through the API
• Can hold up the tour: a blocking task must be completed or skipped before the driver can continue
• Keeps a record: completed tasks store the filled form, and a template can turn it into a PDF document

What a Task Belongs To

A task always refers to one object in your organisation, so the assignee sees what the work is about.

Object	Typical use
Tour	A vehicle check before departure, a debrief after the tour
Stop	Work at one address on the tour, such as collecting empties
Shipment	A document check or a follow-up for one shipment
Load	A check on one pallet or package
Transport Draft	A review of a booking before it becomes a transport
Carrier	Paperwork for a carrier, such as an insurance certificate

A task on a Stop stays with that stop even when you replan the tour. It can only be completed once the driver has arrived at the stop.

Statuses

Every task starts as Open and ends in one of three closed statuses. A closed status is final: a completed, skipped or cancelled task cannot be reopened.

Status	Meaning
Open	The work is still to be done
Completed	The assignee did the work and, if the task has a form, submitted it
Skipped	The assignee decided the work was not needed. Only possible for skippable tasks
Cancelled	An operator withdrew the task, for example because it was created in error

Overdue is not a separate status. An open task whose due date has passed is shown as overdue in every app, and it stays Open until someone closes it.

When a stop leaves its tour, or the whole tour is cancelled or deleted, the tasks on that stop are no longer needed. Orbit removes them from all task lists, and their history shows Task deleted. If the stop comes back, for example because a cancelled tour is reset, the tasks that a template created for it reopen. Tasks that were already completed, skipped or cancelled are not affected.

Who a Task Is Assigned To

Each task has one assignee. You pick the side and the level: an organisation, a team or a single user.

Side	Organisation	Team	User
Operator	Operator organization	Operator team	Operator
Carrier	Carrier	Carrier team	Carrier user
Shipper	Shipper	Shipper team	Shipper user

Drivers are carrier users, so a task for a driver is assigned to the carrier, to the driver's carrier team or to the driver in person. A carrier user only sees tasks assigned to their carrier, their own team or themselves. Operators see every task in the organisation.

Orbit Hub does not show tasks. A task assigned to a shipper is visible to your operators in Orbit MissionControl and through the API.

Operators can move an open task to another assignee in Orbit MissionControl. Carrier users can complete and skip tasks, but they cannot reassign or cancel them.

Due Dates

A due date is optional. A task template can set it to a fixed time after the task is created, or, for tasks on a stop, relative to the end of the stop's planned time window. Tasks created through the API take the due date the integration sends.

Skippable, Blocking and Requires a Person

Three settings control how strict a task is. Task templates set them for the tasks they create, and the API accepts them per task. All three are off by default.

• Skippable: the assignee may skip the task instead of completing it. A task that is not skippable can only be completed or cancelled.
• Blocking: an open blocking task holds up the tour. In Orbit Cockpit and Orbit Connect, a blocking task on the tour must be closed before the tour can start or continue, and a blocking task on a stop must be closed before the driver can depart from that stop. Once the last blocking task is completed or skipped, the tour continues on its own.
• Requires a person: only a signed-in user can complete the task. Completion from an API key or an automation is rejected.

A blocking task only holds up the people who can see it. A blocking task assigned to your operator team does not stop a driver.

The tasks at a stop in Orbit Cockpit. The blocking task must be done before the driver can depart.

Forms

A task can carry a form: checkboxes, text and number fields, dates, choices, photos and file uploads, grouped into steps and shown or hidden by conditions. The assignee fills in the form and submits it to complete the task. Orbit checks the required fields before it accepts the completion, and the submitted values stay on the task as its result. A task without a form is completed directly once the work is done. See Task Forms for every field type and option.

Where Tasks Come From

• Task templates: a template creates tasks automatically when a trigger happens, for example when a tour is assigned or for each stop of a tour. You manage templates in Orbit MissionControl under Settings > Task Templates. See Task Templates.
• The API: an integration creates a task for any supported object. These tasks show the origin API.

Where Tasks Show Up

Orbit MissionControl: operators find all tasks under Tasks in the navigation, with the views All tasks and My tasks, and the Tasks filter in the Inbox. The task window is where operators complete, skip, cancel, reassign or snooze a task and read its history. See Tasks in Orbit MissionControl.

Orbit Cockpit: drivers see a Tasks section on the tour and on each stop. Tasks at a stop open when the driver arrives, and blocking tasks appear before the driver can continue. See Tasks in Orbit Cockpit.

Orbit Connect: carrier users find their tasks under Tasks in the navigation and on the tour page. A blocking task opens before the tour can continue. See Tasks in Orbit Connect.

Documents on Completion

A task template can name a document template under Generate document. When a task from that template is completed, Orbit renders a PDF from the submitted form and attaches it to the task and to the object the task belongs to. Operators find it in the Documents section of the task window and with the tour or shipment. Completing the task never waits for the document. See Task Templates and Document Engine.

Example

Spaceport Shipping Co. delivers beverages to cafés across Lisbon. Their operations lead, Julia, sets up a task template that creates the task "Collect empty crates" for each stop of a tour. It is assigned to the carrier, carries a form with a crate count and a photo, and blocks departure from the stop. When the driver Mohammad arrives at a café in the Alfama district, Orbit Cockpit shows the task. He counts twelve crates, takes a photo and submits the form, and only then can he depart. Back in the office, Julia opens the task in Orbit MissionControl and downloads the PDF receipt that Orbit attached to the tour.

Technical Details

Tasks and task templates are available through the Orbit API v5:

• POST /tasks creates a task for an object, named by its referencedEntityOrn. A task on a stop refers to the stop's stable id, so the reference survives replanning.
• GET /tasks lists tasks with filters for status, assignee and object. GET /tasks/{taskId} returns one task with its form and, once closed, its outcome.
• POST /tasks/{taskId}/actions applies one action to an open task. The type is complete, skip, cancel, reassign, snooze, unsnooze or delete. A task that requires a person rejects complete from an API key, and a task on a stop rejects it until the driver has arrived.
• /tasktemplates manages task templates.

Four webhook events follow the task lifecycle: task-created, task-completed, task-skipped and task-cancelled. Each delivery carries the task after the change and a referencedEntity with the object's ORN, type and id. On task-completed, task.outcome.formOutput holds the submitted form. Reassigning, snoozing and removing a task send no event. PDF documents from a completed task arrive separately through the document-link-action-created event.

See the Orbit API Reference for the endpoints, schemas and webhook payloads.

Where to Go Next

• Task Templates: create tasks automatically
• Task Forms: build the form a task carries
• Tasks in Orbit MissionControl: follow and work on tasks as an operator
• Tasks in Orbit Cockpit: complete tasks on the tour as a driver
• Tasks in Orbit Connect: work on tasks as a carrier

FAQ

Can I undo a completed task? No. Completed, skipped and cancelled are final. If the work has to happen again, another task is needed.

Does a blocking task stop operators in Orbit MissionControl? No. Blocking tasks hold up the tour in Orbit Cockpit and Orbit Connect, for the carrier users who can see them.

Can a carrier cancel or reassign a task? No. Carrier users can complete tasks and skip skippable tasks. Cancelling and reassigning are for operators.

Why do I not see tasks in my organisation? Tasks must be enabled for your organisation. Contact Orbit support to turn them on.