Ops Initial Training | Flight Strip: Tasks

00:00: Welcome to this FLEX training guide on the Custom Task Management

00:04: feature. In this video, we’ll walk you through how to create, manage,

00:08: and track tasks to improve your dispatch workflow.

00:11: Let’s get started!

00:13: The Custom Task Management feature in FLEX allows operators to: Create

00:18: custom checklists Track task completion

00:22: Ensure no critical steps are missed in the dispatch process.

00:25: There are three types of tasks available. Default tasks are automatically

00:30: added to every flight upon creation, template tasks

00:34: are predefined tasks that can be retrieved when needed.

00:38: Ad. Hoc tasks are custom tasks that can be created on the go based

00:42: on operational needs.

00:44: Now, let’s see how system administrators can create and manage tasks

00:49: Navigate to Settings.

00:51: Select Flight Setup Defaults and open the Tasks Defaults panel.

00:56: Click the + Add a task button.

00:59: Enter the task name.

01:01: Enter the task description

01:03: Select a section from the drop down list.

01:06: Options include aircraft airport, crew Pax Cardone

01:10: FBO transport hotteok catering Customs migration

01:14: slot. PPR permits Flight Plan, Weight and Balance

01:18: fuel movement post-flight. Other other is available for

01:23: tasks. Not related to any specific flight strip panel.

01:27: Set whether the task is mandatory for flight.

01:29: If enabled, the task is treated as a default task and automatically

01:33: added to all flights upon creation.

01:36: Choose if the task applies to Departure, Arrival, or both.

01:41: A touch reference documents if needed attachments, serve as reference

01:45: guides or Sops for the tasks and cannot be removed by users.

01:49: Once assigned to a flight.

01:51: Once saved, this task will now be available in the Task Panel during flight

01:56: dispatch.

01:57: Now let’s see how users can manage tasks for a flight.

02:01: Locate the Tasks Panel in the Flight Strip. Open the Tasks Panel

02:05: in the Dispatch or Timeline module.

02:09: You’ll see separate sections for departure and arrival tasks.

02:14: Each task has a color-coded status indicator to track progress.

02:18: To update a task, simply selected status from the drop-down menu.

02:22: Red slash Duo is pending Yellow or

02:26: EQ is in progress. Green slash.

02:29: Okay is completed. Gray and arrows.

02:32: Not required. Users performing the tasks, can also add

02:36: inputs such as notes and additional documentation.

02:40: Remember that tasks created in settings that are not mandatory for all flights

02:44: are called template tasks. They can be retrieved in the task panel of the

02:48: flight strip by clicking the arrow next to the add task button in the departures

02:53: or arrivals section.

02:55: Select the template task from the list, to apply it to the flight.

02:58: Status will automatically be set to do meaning, it requires immediate

03:02: attention.

03:04: Need to create a one-time task for a flight?

03:07: Click the + Add Task button.

03:10: Enter a title and description. Select a section and attach files

03:14: if needed.

03:16: Click “Add Task”, and the task will be added instantly.

03:20: New ad hoc tasks are automatically set to do meaning.

03:23: They require immediate attention.

03:26: A summary of your task status will appear in the flight strip to show the number of

03:30: tasks completed. In this example, 0 of 1 task is

03:34: completed for the departure and 2 of 2 tasks are completed for

03:38: the arrival

03:40: What about flights that were created? Before the feature was released, we’ve

03:44: got you covered. Users can load default tasks into an existing

03:48: flight if an administrator has already set them up.

03:51: Alternatively, users can create ad hoc tasks for older flights

03:55: as needed.

03:57: As a Sales Representative, you may need to assign tasks for your team to follow up.

04:01: No problem! You can do this directly from the Sales Module.

04:05: Navigate to the Flight Details section in the Sales Module.

04:09: Locate and open the Tasks Panel in the Flight Strip.

04:13: Click + Add Task and assign a follow-up task for your team.

04:17: This ensures smooth coordination between Sales and Operations,

04:21: helping you stay organized and improve your workflow.

04:26: Task creation and management in the flight strip of Dispatch and Timeline

04:30: plus the flight details of Sales ensures smooth coordination between Sales and

04:34: Operations, helping you stay organized and improve your workflows.

04:39: Once again, default tasks are automatically added to every flight upon creation,

04:44: template tasks are predefined tasks.

04:46: That can be retrieved when needed ad hoc tasks.

04:49: Are custom tasks that can be created on the go based on operational

04:53: needs. For more information, please consult our knowledge base.

04:57: Thank you.