Task linking allows you to associate tasks with a dependency structure. This is useful if your operations require more than one stop to fulfill an order, or when you want to enforce a task(s) as a prerequisite to another. There is no limit to the number of links that you can create, however we do not allow circular dependencies. For instance, you cannot make Task A a prerequisite to Task B if Task B is already a prerequisite to Task A.
Note: This is an advanced feature and has been designed for companies that require a dependency structure to operate. If you are unsure if task linking is right for you, contact us and one of our Customer Success Managers will review your business model and needs.
Enable/Disable linked tasks
Task links can be managed via the API or directly through the dashboard. To link/unlink tasks in the dashboard, you must first enable the feature. This can be done by checking in the tab of the Admin's Settings.
Link tasks together
To link a task via the dashboard, simply hold the option key (alt key if you are using Windows), select a task and then hover your selection over the task that you wish to designate as a prerequisite. After you release the mouse, the tasks will be linked together and their sidebar icons will update to indicate the link and direction of the dependency structure.
Task icons with a dot to the right of the pin have linked tasks which must be completed after. In other words, it is a "prerequisite" to those linked and must be completed before the driver can move on to the next.
Task icons with a dot to the the left of the pin have linked tasks which must be completed before. In other words, they cannot be completed until all prerequisites have been completed first.
Assign linked tasks
Linked tasks must be assigned to the same driver. The dashboard will enforce this requirement unless they are explicitly separated via the API or within a task's edit window. To assign a group of two or more linked tasks to a driver, simply drag and drop one of the tasks and the remaining linked tasks will follow automatically.
To remove a task's link(s), simply click the task in question and all of its linked tasks will appear highlighted.
A chain icon will appear to the right of each of these linked tasks. Clicking the chain icon will break the link, removing it from the dependency structure.
If you would like to remove all link relationships at once, right click the task and choose
You can also unlink tasks directly from the map. Simply click on a linked task pin on the map and all linked tasks will highlight. Then, click the chain icon to break the link.
Create notifications for linked tasks
You can create custom SMS notifications that are automatically sent to your recipients when a driver has started and/or completed a task (pickup or dropoff) that has dependent tasks linked to it.
For more information, please review Dependency Notifications.