Drivers

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

• view information about drivers and task performance statistics
• add drivers to territories
• add drivers to groups

Viewing information about a driver

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

The following information about the driver is displayed:

• Organization: organization the driver belongs to.

• ID: unique identifier of the driver.

• Email: email address of the driver.

• Number: phone number of the driver.

• Last active: date of the last activity in the mobile application.

• Last Activity on Map: click to open the last task with the In Progress status the driver worked on. The map displays:

  • The driver latest geolocation.
  • The completed part of the planned route (yellow).
  • The remaining part of the planned route (blue).
  • If the driver is currently working on the task, the current geolocation is displayed. Also, you can track their movement on the map in real time.

• Territory: territories the driver is assigned to.

• Projects: projects the driver is assigned to.

• Tags: tags added to the driver. Tags identify the groups the driver belongs to, and you can use them to filter the drivers in the list when assigning tasks.

• 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, you must first add them to one or more territories. To add the driver to the territory:

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

Adding a driver to a group

You can add drivers to groups to simplify the search for drivers when assigning tasks and filter them by groups. To do this, add a tag to the driver, e.g., related to the project or the territory name.

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