Applications

Keep notes, tasks and follow-up history

Use the application workspace to coordinate work without confusing private team notes with messages sent to the driver.

AdminUser3 min read

Add an internal note

Open the application’s Notes tab.
Select New Note and enter the Message.
Save the note. The list shows its author and when it was created.

Use the note’s action menu to edit or delete it when permitted. Notes are internal recruiting records; writing a note does not send an email or add a question to the applicant’s form. Keep comments factual and appropriate for other authorized staff to read.

For normal company staff, editing and deleting a note is limited to its author. You may be able to read a colleague’s note without being able to change it.

Add an internal note in Truckers Data — desktop view — Add an internal note Sample data.

Create a task

Control or field	What it does
Name	The specific work to do, such as Review medical card or Schedule orientation.
Status	Open, In Progress or Completed. Mark Completed when the work is finished.
Priority	Low, Medium or High. This is a task priority; it does not change the application’s hiring status.
Start Date	An optional planned start date.
Due Date	An optional deadline. It cannot be before Start Date.
Assigned To	One or more people from your company who are responsible for the task.
New Task / Create	Save the task and notify its selected assignees.
Edit	Update the task. Newly added assignees receive assignment notifications.
Delete	Remove the task when permitted.

Task assignment creates in-app and email notifications. The application owner and task assignees are separate: assigning a task to Mary does not replace James as the application’s owner.

For normal company staff, task editing/deletion is limited to the task’s creator. Being an assignee does not by itself grant permission to edit someone else’s task; ask its creator to update it if Edit is unavailable.

Create a task in Truckers Data — desktop view — Create a task Sample data.

Find work that needs attention

Use the task filters for Status, Priority, Due Today or Overdue. Overdue means the due date is before today and the task is not Completed. The list defaults to earlier due dates first. The due-reminder process checks unfinished tasks whose due date has arrived and notifies their assignees; reminder delivery depends on the service running normally.

To stop treating finished work as overdue, set its status to Completed rather than only adding a note that it was done.

Find work that needs attention in Truckers Data — desktop view — Find work that needs attention Sample data.

Understand the other history tabs

Control or field	What it does
Emails	Shows application-related mail records. Review message details and delivery information where available. A recorded email is different from an internal note.
Past Applications	Shows previous signed records for the same applicant and company, ordered by signature date. It is not a list of every application the person has made to every company.
Activities	Shows the recorded timeline, including changes, file actions and task activity. It helps establish what happened and when; it is not the screen for editing the source application.