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Team-based Planning and Optimization
Team-based Planning and Optimization

How to plan and optimize on a team level

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Written by eLogii
Updated over a week ago

When a task is preassigned to a team, it is possible to optimize and plan routes for specifically that team.

Both the drivers and the tasks will show the team they are assigned to.

To learn how to assign a team to a task please refer to this article.

There is also the option of filtering out the tasks and drivers that correlate to a specific team/s or the ones without a team assigned to them.

When a new user role is created there is the option of assigning a team to them, which is especially important if the role of the user allows them to only see the entities that belong to that team. This means that some users can only view/edit certain teams.

For more information on users and their role restrictions, please refer to this article.

💡Pro tip - optimize routes without Drivers

If you want to see what the optimized Routes would be without considering where drivers start and end their routes. This is possible, but not directly - you can have placeholder Drivers set up (for example "Placeholder 1", "Placeholder 2" etc.), optimize and then use the "Reassign to another Driver" option when you know which actual Driver should do that route

Map selection mode

To enter map selection mode navigate to the task list on the left hand side of the screen and switch the Selection mode toggle on. You will be able to use the mouse and keyboard keys as per the dark tooltip in the top left of the map for selection.

Please note that the map selection mode is only available when there are Tasks, otherwise it is impossible to enable it. You can draw and select any task on the map and click Ctrl + Click to confirm the selection.

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