This article walks you through the Tasks feature in polt.ai. Use tasks to track follow-ups, assign work to teammates or teams, and link action items directly to the shipments, clients, carriers, or quotes they relate to — all without leaving polt.ai.
Where to find tasks
From the left nav — click Tools and select Tasks. This opens the full Tasks page.
From the broker dashboard — the Tasks & follow-ups panel on the Dashboard shows your open tasks with overdue ones highlighted. You can tick a task as done directly from the dashboard.
The Tasks page
The Tasks page (Tools → Tasks) lists all tasks you have access to. Three tabs at the top let you filter:
All — every task in the system you have access to
Assigned to me — tasks where you are the assignee
Done — completed tasks
Columns include: ID, Status, Title, Type, Priority, Due date, Linked records, Assignee, Reporter, Tags, Created by, Created at, Updated by, Updated at.
Use the Search and filter bar to narrow by status, priority, assignee, due date, or tags.
Creating a task
Click New task and fill in:
Title — a clear description of the action required
Priority — the urgency level of the task
Due date — when the task needs to be completed
Assignee — one or more individual team members, or an entire team
Tags — labels for categorizing or filtering tasks
Linked records — connect the task to a shipment, client, carrier, or quote so the context is one click away
Notes — add context, instructions, or discussion for your team directly on the task
Task statuses
Move tasks through the following statuses as work progresses:
Status | When to use it |
To do | Task is created but work hasn't started |
In progress | Work is actively underway |
Done | Task is complete |
Closed | Task is no longer relevant and has been closed without completion |
To update a status, click into the task and change the status field, or use the ... menu on the task row.
Completing a task from the dashboard or top bar
You don't need to open the Tasks page to complete a task. Two shortcuts:
Broker dashboard — find the task in the Tasks & follow-ups panel and tick it as done directly from the card
Top bar tasks button — click the tasks button anywhere in polt.ai to see your open and overdue tasks and mark them complete on the spot
Linked records
Linking a task to a record means the shipment, client, carrier, or quote is one click away from the task — no searching. When you open a linked record, the task appears in context so your team sees the follow-up without asking.