Drivers

In the Task Planner, you can work with drivers on the Drivers tab:

• view information about drivers and tasks performance statistics
• add drivers to territories
• add tags to drivers

Viewing information about a driver

1. Go to the Drivers tab.
2. Open a card of the required driver. You can also use the search by the list of drivers.

The following information about the driver is displayed:

• Employee: organization the driver belongs to.
• ID: unique driver's identifier.
• Email: driver's email.
• Number: driver's phone number.
• Last active: date of the last activity in the mobile application.
• Territory: territories the driver belongs to.
• Projects: projects the driver belongs to.
• Tags: tags that help you search for a driver in the list.
• Groups: groups the driver belongs to.
• All Tasks: total number of tasks.
• Assigned: number of tasks assigned to the driver (with the Assigned status).
• In Progress: number of tasks in progress (with the In Progress status).
• Completed: number of completed tasks (with the Completed status).

Adding a driver to a territory

To assign tasks to a driver, first you need to add them to one or more territories. To add the driver to the territory:

1. Go to the Drivers tab.
2. Open a card of the required driver.
3. In the Territories field, click +.
4. Select the required territories.

Adding tags to a driver

You can add tags to drivers to easily find them in the list. For example, you can add a tag to a driver associated with the name of a project or territory.

1. Go to the Drivers tab.
2. Open a card of the required driver.
3. In the Tags field, click +.
4. Enter the tag or select a tag from the list.