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Task Planner

In the Task Planner, users can create projects for different territories and add tasks (planned detour routes) to them. Routes can be created in different ways: by drawing polygons, highlighting roads, or clicking points on the interactive map, and also uploading custom polygons. Users can assign tasks to drivers and view performance statistics.

For managing access to the Task Planner, user roles are used.

User roles​

  • Driver - has access only to the mobile application to perform tasks.
  • Manager - can view, create, and edit projects, tasks, and drivers only in the territories they have access to.
  • Administrator - can view, create, and edit all users (including drivers), all territories, projects, and tasks.
  • Owner - performs the same functions as an administrator, but there can be only one in an organization. To assign the owner role to a user or hand over it to another employee, contact the 2GIS manager.

Overview​

Work with the following tabs depending on your role:

  • Tasks (available to users with the Owner, Administrator, and Manager roles): to create and manage territories, projects, and tasks.
  • Drivers (available to users with the Owner, Administrator, and Manager roles): to view drivers data and their work statistics.
  • Users (available to users with the Owner and Administrator roles): to manage access of users to the Task Planner.

All users of the Task Planner can manage map style settings.

Getting started​

Perform the preparatory steps depending on your role in the Task Planner.

For the Owner role​

As an owner, add administrators to the Task Planner:

  1. Sign in to the Platform Manager.
  2. Send invitations to administrators to join the organization via the Platform Manager. When sending the invitation, specify the Administrator role.
  3. Open the Task Planner.
  4. Import administrators from the Platform Manager to the Task Planner.
  5. Assign them the Administrator role.

For the Administrator role​

As an administrator, add managers and drivers to the Task Planner:

  1. Sign in to the Platform Manager via an invitation.
  2. Send invitations to managers and drivers to join the organization via the Platform Manager. When sending the invitation, specify the User role.
  3. Open the Task Planner.
  4. Import managers and drivers from the Platform Manager to the Task Planner.
  5. Assign them the Manager and Driver roles.
  6. Create a territory.
  7. Grant territory access to managers.

For the Manager role​

As a manager, start working with tasks and drivers:

  1. Sign in to the Platform Manager via an invitation.
  2. Open the Task Planner.
  3. Create a project within the territory.
  4. Create a task within the project and assign it to a driver.
  5. Wait for the driver to start the task on the mobile application.
  6. After the driver completes the route, check the progress and complete the task. You can complete the task even if its progress is less than 100%.

Uploading data to 2GIS Pro​

After the task is completed, its data is uploaded to 2GIS Pro automatically. The task is considered completed if any of the following conditions are met:

  • The driver has completed at least 90% of the task and has uploaded recorded data.
  • The administrator has marked the task as completed in the Task Planner.

You can compare the task plan with the actual data using the following 2GIS Pro datasets: