Introduction

This guide covers the process of managing orders in Traede, focusing specifically on the use of notes and tasks. It is designed for users who want to streamline their order management workflow and ensure clear communication within their team.

Steps to Manage Orders Using Notes and Tasks

1. Go to the order:

   • Navigate to "Sales".
   • Select the specific order.
     
     

2. Adding Notes to Orders:

   • Click on the "Notes" tab within the selected order.
   • Add relevant details or instructions in the note field.
   • Save the note to ensure all team members can view and act on the information.
     
     

3. Creating Tasks for Orders:

   • Go to the "Tasks" tab in the order interface.
   • Click "Add Task" to create a new task related to the order.
   • Assign the task to a team member and set a due date.
   • Include specific instructions or details in the task description.
     
     

4. Monitoring Tasks and Notes:

   • Regularly check the "Tasks" tab to track the progress of assigned tasks.
   • Use the "Notes" tab to review any new information or updates added by team members.