In this article, we will cover how to self-assign tasks and routes that are unassigned in your team or organization account through the driver app.
Note: This add-on must be enabled by your organization's admin for you to be able to access it. For more information on self-assign please refer to the support article.
This article will cover:
- Self-Assign Routes
- Self-Assign Tasks
- Linked Tasks
- Filtering
Self-Assign Routes
Begin by logging into your Onfleet driver app and going "On Duty". Once on duty, you will be able to view the tasks assigned to you by selecting either the "Today" or "All" category on the top toolbar.
If your team has the "Self-Assign" add-on enabled, you will then view a new category for "Unassigned".
To view available unassigned routes with tasks, select the "Unassigned" option on the top toolbar.
Select a task to view the task details such as recipient name, address, delivery window, and, task notes. If you would like to assign the route to yourself, you can hold and press the "Hold to Claim" option for any task in the route.
Self-Assign Tasks
Begin by logging into your Onfleet driver app and going "On Duty". Once on duty, you will be able to view the tasks assigned to you by selecting either the "Today" or "All" category on the top toolbar.
If your team has the "Self-Assign" add-on enabled, you will then view a new category for "Unassigned".
To view available unassigned tasks, select the "Unassigned" option on the top toolbar. You will also be able to filter the unassigned tasks by different categories such as completion window, recipient name, and task creation time. To filter your tasks select the "Sort by" option under the top toolbar.
Select a task to view the task details such as recipient name, address, delivery window, and, task notes. If you would like to assign the task yourself, you can hold and press the "Hold to Claim" option.
Once the task has successfully been assigned, you will then be able to view it under your task lists, under the "Today" or "All" categories depending on the completion dates for the task.
Linked Tasks
If you self-assign a task that has linked tasks, then all the linked tasks will be assigned to your task list. This will allow you to complete all tasks that are dependent on one another.
Filtering
Filtering is unavailable when there is only one route. Filtering is available when there are two or more routes or one or more tasks or routes. To filter your tasks select the "Sort by" option under the top toolbar. You will also be able to filter the unassigned tasks by different categories such as completion window, recipient name, and task creation time.
To filter your tasks select the "Sort by" option under the top toolbar.