In this article you will learn about:

Teams can be created to assign / group specific Users and/or Drivers together, as well as their corresponding Tasks and Customers. Drivers and Users can also be assigned to multiple Teams.

Note: A User of Team A for example, will only be able to view Tasks and Drivers associated to Team A, unless that User is assigned to other Teams.

This is a particularly useful feature if you are looking to manage certain aspects of your operations separately. For example; separate depots, geographical areas, operational use cases, and task types.

To create a Team, navigate to the Teams tab ⇒ Add a Team. Select the Users and Drivers you wish to assign to that particular Team using the drop-down menus.

Click Save in the top right corner once you have completed your changes.

If you change the Team for your Driver their Routes and Tasks will not be changed and will remain in that Drivers' initial team. So, when filtering through the Tasks they completed while they were in their initial Team, make sure to select that team to be able to view their Tasks,

However, if you change a Team for a Driver that already has a Route, you have to unassign and assign tasks again to that Driver in order to get the Driver's Team applied to the Tasks.

Assigning a team to a task can be done in the dashboard or in the CSV file used for task import.

If the assignment is being done via dashboard, you can choose one of two ways:

To assign a team to a task via CSV file, you can specify the desired team for that task in the Teams column.

In the column, the team UID needs to be added, which can be copied from Teams ⇒ Team Profile ⇒ UID.

There are two ways of doing this. One is done through the Driver section, and the other from the Team section.

Through the driver section - Drivers ⇒ Driver profile ⇒ Edit ⇒ Assign to a Team.

Or you can add Drivers to teams in Teams ⇒ Team Profile ⇒ Drivers

It is possible to have a dedicated Team of Drivers delivering to a specific Customer, You can assign a Team to a Customer via CSV import, or manually through the Customer profile.

Once this is set up, in future optimizations the system will take this into consideration and delegate tasks relating to a specific Customer to only the Team(s) or Driver(s) assigned to the Customer.

You can assign a Team to a Customer in Customers ⇒ Customer profile ⇒ Edit ⇒ Assign to a Team.

Once you've made any changes, click Save.

You are able to delete one Team or multiple Teams simultaneously.

To delete one Team go to Teams ⇒ Team profile ⇒ Actions ⇒ Delete

To delete multiple Teams go to Teams ⇒ Enable Selection Mode ⇒ Select Teams ⇒ Actions ⇒ Delete