Team Assignment

In this article, you will learn how to enable "Team Assignment" for your organization. If your organization is managing deliveries across more than one service area or city, or have multiple physical stores/hubs, team assignment is right for you.

 With team assignment enabled your dispatchers can move tasks into a team without assigning them to a driver. Tasks that are assigned to a team will only be visible to other dispatchers if they have been granted permission to that team.

This article will cover: 

Enable Team Assignment

To enable team assignment, check the "Enable team assignment" checkbox in the Organization tab of your administrator's dashboard settings.


Once enabled, you can move tasks from the "Global Unassigned" section into a new "Team Assigned" section inside each team. When assigned to a team, a task will not be visible to other teams.

There are several ways to assign a task to a team:

  1. Manually in the dashboard, using drag-and-drop in the sidebar
  2. Manually in the dashboard, on creation or edit from the task modal.
  3. On task import.
  4. Through the API, via Manual and Automatic assignment.

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Assign to a Team via Drag-and-Drop

To assign via drag-and-drop, simply select the desired task(s) and drag them to the desired team. As you drag over a team name, it will highlight white to indicate selection. Drop the tasks into the highlighted team name and they will be assigned to the team. Similarly, you can assign to another team or return to the global unassigned section by drag-and-drop.


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Assign to a Team via Task Modal

To assign a task on manual creation or edit, select "Assign" located at the bottom of the task creation window. Once selected, a module will pop up on your screen with a list of your organization's teams, drivers, and dispatchers. Select the option you would like to assign the task to, click "Assign" then "Done" on the task window.

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Assign Tasks via Right-Click

Once tasks have been assigned to a driver, you can assign them back to the current team or return to the global unassigned section by choosing "Assign Task" or "Unassign Task".  If you select "Assign Task" then the task assignment module will open on your dashboard, and if you select "Unassign Task" then the task will return to the global unassigned section of the organization.

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