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Optimize Tasks

Note: You must enable Route Optimization to use this feature. 

After successfully creating Hubs, associating with teams, and configuring optional constraints like driver capacity, task quantity and task service time, you can create optimized routes for your drivers.

Our optimization algorithm considers hubs, delivery locations, time windows, driver schedules, vehicle capacities, service time, real-time/historical traffic data, and road speeds/restrictions.


Select Tasks to Optimize

To begin, multi-select tasks you would like to optimize from the Unassigned section of the sidebar. You can use standard selection behavior including SHIFT and CTL (Apple CMD or CMD+A) to select your tasks.

Please note: The route optimization cannot honor the dependency structure of Linked Tasks at this time. 

Then, right-click and select Optimize tasks...

 

 

Configure Optimization Options

Choose a date to optimize. By default, your current dashboard filter date will be used.

Then, select one or more drivers for whom to create routes. If drivers have individual schedules, they will be used in the routing solution. If individual schedules have not been defined, the driver will be considered using the Default Schedule. If you wish to update a driver's schedule before optimization, click the pencil icon and adjust in the resulting window (see Update Driver Schedule.)

               

Next, specify Max tasks per route (which sets an upper limit to the number of tasks assigned to each driver) and the global Service Time (which adds the time that the driver is expected to spend on-site at the pickup/delivery location). If you have any per-task Service Times, the global service time will be overridden during route calculation.

Finally, choose between two optimization modes:

Always arrive on time: routes are created which strictly adhere to a task's Complete After and Complete Before times. Tasks which cannot be added to a route without violating times will not be included in the returned route solution. You will need to re-optimize or assign these tasks to a driver manually.

Minimize drive time: routes are created which minimize the total number of miles driven by your workers. This will reduce the overall cost to complete the route, however it allows for violations in your Complete Before and Complete After windows.

When you are finished configuring your optimization options, click Proceed.

Create Optimal Routes and Assign to Drivers

If there are no errors, the routes will be optimized across your selected drivers. This might take some time, depending on the amount of tasks you are optimizing (approx. 4 minutes for 500 tasks). 

              

Once the route optimization is completed, tasks are automatically assigned to the Drivers.

If your drivers had assigned tasks before the optimization, the newly optimized tasks will be appended to the end of their existing route.

Error Handling

If there are errors or warnings discovered after configuration, you may fix them in-line by clicking on the Edit button to the right of each remark. You must fix all Errors before continuing. Warnings should be reviewed, but will not block you from proceeding.

 

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