The Task menu contains functions related to assigning tasks to field workers and tracking their progress in real-time. There are two ways you can create Tasks: (1) manual, (2) bulk import, and (3) convert MileRoute Visits to tasks.
How to create a task manually

Single Task

  1. Click the New button.
  2. Fill in the required fields:
    1. Flow: select the desired Flow
    2. Start Time: The time when the task starts can be done by the user. Defined by date and time. 
    3. End Time: The maximum time limit for the task that must be completed by the user. Defined by date and time. 
  3. Click the Submit button.

Bulk Task

  1. Click the drop-down button next to the New button and select Bulk.
  2. You must first download the import template by pressing the "Download" button.
  3. Open the downloaded excel file.
  4. Fill out all fields and save:
  5. Click on the up arrow symbol and select the excel file you submitted earlier. Another way is to drag and drop the excel file to the import task page.
  6. A list of tasks entered will appear on the Tasks page.

How to create Task by transferring Visit to be Task

How to create a second task can be done by first accessing and then transferring it to the task.
  1. Create a visit on the Routing menu. (insert a link on how to access and vehicle).
  2. After optimization, the routing results will be visible in the results menu.
  3. Select and click one of the routing results to use as the task.
  4. Clicking the Create as Task button will bring up the number of visits that have been successfully transferred to the task.
  5. Next, select the Task submenu from the Task menu and the Create Task results will appear with the Visit flow.