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![]() Select the task you would like to delete from the sidebar, right-click the task, then select "Delete".ĭouble click the task from either the sidebar or the map view, then select "Edit". Deleted tasks will be immediately removed from the dashboard and driver app, and once deleted the task can not be recovered. ![]() Tasks can only be deleted if a driver has not started the task yet. Your newly cloned task will appear in the unassigned section of the sidebar. Complete After/Before times are also carried over if that time hasn't already passed.įinally, all metadata associated with the original task will also be carried over when that task is cloned. Note that the recipient and destination are always retained. Next, select which data you would like to copy to the cloned task. To create a new task with all the same details as another task, right-click on the task in the sidebar to open the context menu and select the "Clone" option:Īlternatively, you can also open the task by double-clicking it on the map or sidebar and selecting "Clone" at the bottom left corner. To edit a task, simply double-click it in the sidebar (or on the map), and click the Edit button. You can edit all attributes of a task until it has been started by the assigned driver, and most attributes can also be edited after the task has started (with the exception of the phone number and address). Return to Top Edit, Clone, or Delete a Task See Define a Task's Quantity and Service Time.Īssignment of the task to a driver (or a Connected Organization) can be performed now, or you can do it after task creation via the sidebar or map. Optionally, you can specify a task's quantity and individual service time to be considered during route optimization. For more information- check out this article. Note: You must enable Route Optimization to see and use this feature. If your tasks follow a schedule or you have provided an estimated fulfillment time to your customer, use the time window section to establish a Complete After and Complete Before time. Destination coordinates will be captured through the map at the exact location where the task has been created. Destination details must be input to be displayed to drivers and dispatchers, however, they aren't used in geocoding.Īlternatively, you can also create a task from a specific location on the map. Geocoding can be skipped during task creation by entering coordinates for the task destination in the dashboard and on task import sheets. Addresses without a street name and number or more generally described (e.g. Note: Only addresses with a street name and number are considered valid. If your address cannot be found or is invalid, you will need to correct it and select from the drop-down to continue. Optional details can be added to describe the work to be performed, the items to pickup/deliver, or even a link to an external document, website, or app.Ī destination address must be entered and selected from the available drop-down options. Recipient notes will remain attached to this recipient and will appear on all their tasks until overwritten or deleted. Recipient notes should be used for specific instructions that apply to all tasks for this recipient ie: door codes, special drop-off locations, warnings, etc. To remove a recipient, suppressing all notifications for this task, simply check the box labeled No recipient. If this recipient has been created before, the phone number will be recognized and the name and notes will fill automatically. If the task includes a recipient, the name and phone number are required. Optional fields such as recipient notes, task details and a delivery time window are also available. You can also create a task from the map.Ī window will appear with required fields to designate a recipient (or none), the type of task (dropoff or pickup), as well as a destination. To create a task manually, click the + button in the toolbar and select New Task… or use the keyboard shortcut T. ![]() In this article, you will learn what a task is and how to populate them into Onfleet (without using the API).Ī task is the core unit of work to be completed by drivers (ex: a pickup OR delivery). ![]()
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