Tasks

Localization

The documentation provides a description of the interface in Russian.

On the Tasks tab in the mobile application, you can see the list of route plan tasks in the order they are performed. Task cards display the estimated completion time, the data specified by the administrator when creating the task (for example, required skills), and files attached by the administrator. For more information about tasks, see the Administrator guide.

You can cancel a task and reschedule it to another time or another day.

Getting started

To start working on route plan tasks:

1. Go to the Tasks tab.

2. Select the current date, tap Start route and drag the slider to the right.

   

3. In the card of the first task in the route plan, tap Start task and drag the slider to the right.

   

4. To enable navigation mode for the point to visit, tap Navigator. Turning on the navigator is optional, but it helps you navigate along the optimal route.

   

5. When you reach the point to visit, tap I'm here and drag the slider to the right.

   

6. To complete the task, tap Finish task in the task card and drag the slider to the right.

   

7. If sending a report (files or photos) is required to complete the task, tap Add and select:

   • Take a photo: take a photo with the device camera.
   • Choose from gallery: select a photo from the gallery.
   • Choose file: attach a file in PDF, DOC, DOCX, XLS, or XLSX format. You can attach up to 10 files with a total size of up to 10 MB.

   Check the report and tap Finish task.

    

8. To proceed to the next task in the route plan, tap To the next point.

   

Completed tasks are displayed in the Completed tab. Remaining active tasks are displayed in the Active tab.

Canceling a task

You can cancel a route plan task, for example, if the shipment cannot be delivered. If the trip to which the task belongs:

• Has not started, the route plan is recalculated. If an error occurs during recalculation, you can retry it or exclude the task from the plan without recalculation.
• Has started, the route plan is not recalculated, and the task is skipped when you proceed to the next task.

To cancel a task:

1. Open the card of the task you need to cancel.

2. Tap Cancel or reschedule.

   

   If the task is in progress or is the next in the route plan, tap icon.

   

3. Select Cancel task.

   

4. Select the reason for canceling the task and tap Cancel task.

   

Rescheduling a task

You can reschedule a task to another time or another day, for example, if the client cannot receive the shipment at the scheduled time. If the trip to which the task belongs:

• Has not started, the route plan is recalculated. If an error occurs during recalculation, you can retry it or exclude the task from the plan without recalculation.
• Has started, you can reschedule a task to another day. The route plan is not recalculated, and the task is skipped when you proceed to the next task. Rescheduling the task to another time on the same day is not available.

If the task is in progress, you can only cancel the task.

To reschedule a task:

1. Open the card of the task you need to reschedule.

2. Tap icon.

   

3. Select Reschedule time or date.

   

4. Specify the date and time, select a reason for rescheduling, and tap Save and reschedule. If the task belongs to a started trip, the next day will be indicated.

   

Viewing task information

To open the task card, go to the Tasks tab, select the date, and tap on the task in the list.

The task card displays the task identifier, name, and other attributes if they were specified in the task template. For example, if the administrator attached files to the task, you can view them in the Files section (it may have a different name).