Once a Task is assigned, it can be locked so that it doesn’t get transferred to a different route when reoptimizing. It will still be able to shift around within the route.
To do this, right-click the Task you wish to lock and select Lock.
Clicking this will prompt a window where users can choose how they want the locking mechanism to behave.
Tasks can now be locked based on:
Assignee -Tasks will remain fixed to their currently assigned Driver, preventing reassignment to another. However, they may still become unassigned or marked as unviable based on priorities or time adjustments (if it's the only selected option).
ETA - Tasks will be fixed to their estimated time of arrival. They can still be reassigned to another Driver (if Assignee has not been selected), but the scheduled time will remain locked. They may also become unassigned or unviable if scheduling constraints prevent assignment. Using this option will ensure that Tasks remain in that specific order in the route.
Priority - Tasks will be locked with the highest priority to prevent them from becoming unassigned or unviable due to competing high-priority tasks. They can still be reassigned to any driver and rescheduled in time as needed (if none of the other options are selected).
When selecting all 3 options simultaneously, Tasks will be locked to their assigned Driver, ETA, and highest priority, ensuring they remain assigned and viable even when other higher-priority Tasks are present.
It's also possible to filter all locked Tasks by switching on the Locked option in filters.
