Assigning tasks to rounds via the Geo-Allocator

Article author
Maddison Taubert
  • Updated

Any task that is not assigned to a default round can be done so via the Geo-Allocator tab.

Step 1: Go to the Tasks page and then click on Geo-Allocator. You will be redirected to a map with markers of all the unassigned tasks. 

Step 2: Filter through tasks using the filter section on the right side of the screen. By default, all tasks not assigned to a technician or round will be displayed, including tasks with any and all Service Groups. 

mceclip0.png

Step 3: Filter the tasks on the map by selecting the Service Groups, Category, Tagged, Due and Branches you would like to use. The tasks visible are now shown on the map. 

Step 4: Zooming in and out using the scroll function on your mouse, find a cluster of tasks that you would like to lasso together into a round. Then, click around the corners of the cluster to create a polygon, with the desired tasks sitting inside the polygon. Double click to indicate that you are done creating the polygon. In this example, we have selected the three tasks in/around Melbourne.

Geo-allocator_rounds.drawio.png

A list of the tasks within the polygon will be listed on the right side of the screen. To clear the polygon, click the 'Clear Selection' button under the list and start the polygon again.

mceclip1.png

Step 5: Once the group of desired tasks is selected, use the next section on the right side of the screen to assign the tasks to a technician and existing or new round.

mceclip2.png

Step 6: Select the round and click Assign if assigning to an existing round, or name a new round in the Or to a new Round field and then Create & Assign.

 

 

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request

Comments

0 comments

Article is closed for comments.