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Manual Task Assignment
Manual Task Assignment

Learn how to manually assign your tasks

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Written by eLogii
Updated over a week ago

Assigning a Task manually can be done in one of two ways. The first is dragging and dropping the Task card to the appropriate Driver card.

The second way can be done by clicking Task Card β‡’ Assign.

You can assign Tasks individually, or multiple Tasks to a Driver or a Team at once, To do this, enter selection mode, select the Tasks you want to assign, and select 'Assign'.

This will prompt a window with a drop-down menu where you can select the appropriate Driver. You can also manually assign Tasks from the List view.

You can also assign Tasks to a particular Team, not just a Driver alone. You'll be able to learn more about assigning a Team to Tasks here.

Once in the Route, the order of the Tasks can be re-arranged by grabbing the Task and moving it up or down the Driver's Task list. This will prompt an automatic re-optimization for this particular Driver's route, and the Route will be locked.

When Tasks are manually assigned, to Drivers and if all constraints are accounted for, there shouldn't be any "Unconstrained" label on the Driver's card. However, the "Unconstrained" label appears in two instances.

  1. If a Task is added to a Driver who already has a created route

  2. If Tasks exceed the Driver's Vehicle capacity and/or schedule.

The photo below illustrates both of these cases.

Since the capacity and schedule utilization constraints are not over the limit, it is possible to remove the "Unconstrained" label from the Driver card. To do this, simply select the Driver's route and reoptimize.

By default, when manually assigning Tasks to a Driver's route, the route is automatically reoptimized and Tasks are placed within the Driver's route. However, this can be disabled by switching on the Do not automatically optimize route on update option within Configuration β‡’ Optimization β‡’ Additional options. Once this option has been enabled, if Tasks are manually added to an existing route, they will appear at the bottom of the Route (both the pickup and the delivery option).

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