How to change the associated carrier for a task

Content: 

• Why would I want to change the Carrier of a Task?
• Common causes of incorrect carrier assignments
• Individual carrier Update
• Bulk carrier Update

Why would I want to change the Carrier of a Task? 

• Incorrect initial assignment: A task may have been automatically assigned to the wrong carrier due to misconfigured allocation rules
• Operational changes: Business requirements or capacity constraints may require reassigning tasks to different carriers
• Carrier availability: The originally assigned carrier may become unavailable or experience service disruptions
• Performance optimization: You may want to redistribute tasks to balance workloads or improve delivery efficiency
   

Common causes of incorrect carrier assignments:

• Misconfigured carrier allocation rules in Admin settings
• Overlapping or conflicting assignment criteria
• Outdated carrier capacity or coverage information

• Manual errors during task creation

   

If one needs to change the associated carrier, this can be done in 2 ways:

• as a singular action - one task
• as a bulk action - multiple tasks
   

Individual Carrier Update

• Navigate to the specific task
• Go to the task details page
• In the "Edit" section, locate the "Carrier" field
• Select a new carrier from the dropdown menu
• Confirm the changes. 

Bulk Carrier Update

1. Go to Tasks section
2. Select the tasks you want to update (use filters or checkboxes)
3. Click Bulk Update
4. Choose Allocate carrier to a Task option
5. Select the new carrier or choose "None" to remove carrier assignment
6. Confirm the changes

If you encounter any issues while trying to change a Task's carrier, please contact our Support Team.