The Route Planner.
It's good for... planning routes. But it does other stuff, too!
If your crews are already looking at the route planner each day to know where and when to go, why not place any to-do requests on that same planner so they only have to look in one place?
And that's what this article discusses: how you can add tasks to the route planner so your crews know every little thing they need to know or do.
How to Add a Task
Adding a task to the route planner is as easy as clicking. Twice. But there are a couple of things of which you'll need to be aware.
• you're going to need to link the task to either a job or a client. So go ahead and figure out what/who that will be before you click
• you won't be able to click - at least, until you've unlocked the route to which you wish to add the task. That's a good thing: locking a route keeps you from accidentally adding (or deleting) things. So when you're ready to add your task, click the lock icon to the far left of the route bar. You'll see it toggle to unlocked, and you're ready to add your task.
• double-click into a time slot on the route. It need not be an 'empty' time slot; it may be that you wish the crew/driver to do something while he/she is on-site. Just double-click and the task entry modal will appear.
• enter a name for the task and any notes you wish to add. The route defaults to the route on which you added the task. Here you can select the job or client to which you wish to associate the task. Check the on-site box if the task needs to be done at the job/visit location (this will add a pin to the map; tasks which are not on-site are notadded via a pin). Click the blue Create Task button when you are finished.
• you've probably realized by now there wasn't any time - start or stop - in the task creation. The start time is the location at which you double-clicked, and you'll notice that it's, by default, an hour in length. You can grab the task stop time by its 'handle' and drag it (in 15-minute increments) to be as long or short as needed.
• if you need to move the task, grab it by the color-coded vertical bar near its start and drag it to the new start time.
• if you need to edit any of the information associated with the task, mouse over the task and, when the cursor turns to the hand, click once on the task to open an edit modal. Click the Edit button, make your changes, then click Update Task. If you need to remove the task, click the task, then click the Delete Task button. Click OK to confim or Cancel to keep the task.