7. Working with Tasks (Your Operational Checklist)

As soon as your Booking File is created, Open Nexus generates Default Tasks.

These tasks represent the operational steps required to execute the shipment.

How Default Tasks Are Created

Default Tasks are derived from:

• The Booking Mode (Agent Role).
• The responsible freight forwarding agents on the file are assigned the tasks.

This ensures tasks reflect whether the shipment is:

• Outbound Own Controlled
• Outbound Agent Controlled
• Inbound Own Controlled
• Inbound Agent Controlled

Tasks List for Scenario A – Origin Agent creates file

Outbound Own Controlled (default) / Outbound Agent Controlled

• Add PO Numbers
• Complete shipper/consignee details
• Add TMS reference to shipper/consignee/agent
• Add/edit schedules
• Complete rates
• Place booking with carrier (enter carrier booking number)
• Space released (enter carrier Shipping Order number)
• Send Shipping Instructions (SI) & complete container details
• Upload pre-alert documents & enter HBL details

Inbound Agent Controlled (default) / Inbound Own Controlled

• Booking confirmation (by destination)
• Add TMS reference to shipper/consignee/agent
• Confirm schedules

Tasks List for Scenario B – Destination Agent creates file

Outbound Agent Controlled (Default) / Outbound Own Controlled

• Booking confirmation (by origin)
• Contact shipper
• Booking note received from shipper
• Add PO Numbers
• Complete shipper/consignee details
• Add TMS reference to shipper/consignee/agent
• Add/edit schedules
• Complete rates
• Place booking with carrier (enter carrier booking number)
• Space released (enter carrier Shipping Order number)
• Send Shipping Instructions (SI) & complete container details
• Upload pre-alert documents & enter HBL details

Inbound Own Controlled (Default) / Inbound Agent Controlled

• Add TMS reference to shipper/consignee/agent
• Confirm schedules

Where to Manage Tasks

Inside the Booking File

• View tasks specific to that shipment on the right side of the shipment file
  • My Tasks Tab: Tasks assigned to me that I am responsible for completing.
  • Partner Tasks Tab: Tasks assigned to the partner for visibility and tracking only.

Task View Table (Main Menu)

• View all tasks across shipments file where you are responsible

How Tasks Work

Each task:

• Has a Responsible User
• May depend on another task
• Can be marked complete

Hint:
If you are unsure what to do next in a shipment, your task list is your guide.