Projects

Project is a set of tasks with a common goal and territory. If you need to perform the same detours with a certain frequency, you can copy existing projects instead of creating tasks from scratch.

In the Task Planner, you can work with projects on the Tasks tab:

• create projects
• view information about projects
• edit projects
• duplicate projects

Creating a project

1. Go to the Tasks tab.

2. Open the page of the required territory.

3. Click New Projects.

4. Specify project parameters:

   • Project name (mandatory parameter): project name.
   • Description: project description.
   • Start (mandatory parameter): start date of the project.
   • End (mandatory parameter): end date of the project.

5. Click Save.

Viewing information about a project

1. Go to the Tasks tab.
2. Open the page of the required territory.
3. In the projects list, click icon for the required project and select Project info.

You can find all projects in three tabs Current, Upcoming, and Completed, depending on the start date and end date. You can use the search by the list of projects and filter by name, start date, and end date of the project.

The following information about the project is displayed:

• Territory: territory where the project is created.
• ID: unique identifier of the project.
• Start: planned start date of the project.
• End: planned end date of the project.
• Last edited: date when the project was last edited.
• All Tasks: total number of project tasks.
• Assigned: number of project tasks assigned to drivers (with the Assigned status).
• In Progress: number of project tasks in progress (with the In Progress status).
• Completed: number of completed project tasks (with the Completed status).
• Cancelled: number of canceled project tasks (with the Canceled status).
• Assigned drivers: number of drivers assigned to project tasks.

Editing a project

You can edit projects:

• rename a project
• change the project description
• change the planned start and end dates of the project

To edit a project:

1. Go to the Tasks tab.
2. Open the page of the required territory.
3. In the projects list, click icon for the required project and select Edit.
4. Apply necessary changes to the project.
5. Click Save.

Duplicating a project

When you duplicate a project, all tasks are automatically created with the New status in a new project.

1. Go to the Tasks tab.
2. Open the page of the required territory.
3. In the projects list, click icon for the required project and select Copy project.
4. Click Copy.
5. Set new dates of the start and the end of the project.