The information that you want to include with your task varies from one business to another, WIMO provided the option to customize your tasks through adding new fields to the task that accepts different input types.
How to add new fields to your task?
STEP 1: Open your dashboard settings, through clicking the profile icon on the top right side of the screen and then select settings.
Step 2: On the settings menu, select "Custom Fields" then click on the + sign circled in red below to start adding the new custom field.
Step 3: A new window will appear to fill in the new field details and dictate the authority of your team and connections on it.
To make sure the custom field will serve it's purpose we need to fill the above window with the information matching with your need. lets walk through the fields and selections.
-Field Name: fill in the name of your new custom field.
-Field Type: select what will the field include, WIMO provides 5 input types for the new custom fields (Number Input-Text Input-Date Input-Drop Down list-Phone number) Make sure you select the input that matches with the purpose of the new custom field.
Note: To create a drop down, select dropdown list from the menu and add the values you want to include in the drop down menu separated by comma's as shown on the below example.
Through the field options you will allow few actions on the new field.
-Enable in API: in case of integration with your website, application or any system, by marking this you are allowing the field to be updated through the integration.
For example, your integrated website provides the area of your new orders so we can add a new field named Area and gets updated with the value sent from your website.
-Enable in Webhooks: this needs to be marked if the field is related to the integrated webhooks such as push notifications and other services.
-Enable in list view: to allow the field to show up at the list tab on your dashboard.
-Enable for connections: This will allow the new field to be seen on your connections dashboard, if you want your merchant or courier connected with your dashboard to view this field on your tasks you should mark on that.
The custom fields added by your connections will appear when on the custom fields window as shown below.
-Enable for driver: Allow your driver to see the custom field within the task info on the driver app. For instance if you have a delivery charge field you can mark on "Enable for driver" so he can see the field. Below is the view on the driver app.
You can enable the drivers to read field input only or allow them to change it by marking one of the two options (Read Only-Read and Write).
-Enable for dispatchers: Allow your dispatchers to see the custom field within the task info on the dispatcher app, you can also allow your dispatchers to edit the field or just read it by selecting one of the options (Read Only-Read and Write)
-Add to Timeline: Adding the custom field to timeline means any updates will happen to the custom field will be listed on the task timeline, showing the action taken on the field, by whom and when it was taken. Check the below example, the custom field "Partial Return" was updated by the driver.
-Repeatable: By marking on Repeatable you are enabling the custom field to be cloned and added more than one time on the task, this can be useful if you have a custom field that you want it to be updated from different team members and see the input of every user. After you mark Repeatable you will need to click "Clone" on the new task view to replicate the custom field on the task.
Repeatable custom fields will show as the below on your custom fields list.
-Task Type: Select which type of tasks you want this custom field to be applied to, pickups, drop offs or both.
Step 4: once all fields are updated with your selection, click on "Add Field" to get your new custom field added to your tasks.