In this article, you will learn how to add custom task completion reasons. These task completion reasons can be added by the driver to tasks when completing a successful or failed task. This feature is available on administrator accounts and not on dispatcher accounts.
Note: This feature is available for Scale and Enterprise plans.
- Access Completion Reasons
- Add Task Completion Reasons
- Display Alternative Text to Recipients
- Edit Task Completion Reasons
- Reorder Task Completion Reasons
- Remove Task Completion Reasons
Access Completion Reasons
To access the custom reasons, select the "Settings" icon located in the upper right corner of the Onfleet dashboard. Once in the settings modal, select "Driver App" and go to the "Task Completion Reasons" section.
You can select the arrows beside the "Success" or "Failure" categories to access the current completion reasons that are available to drivers.
Add Task Completion Reason
To add a reason, select the "+" icon located at the bottom right corner of the "Task Completion Reasons" section.
Once you have selected the "+" button, a new modal will pop up to allow you to add a new reason and then categorize the reason in either the "Success" or "Failed" category. You can also enforce the requirement to have drivers input notes if they select a specific reason.
Once you are satisfied, you can select "Add Reason" to save the reason under the selected category and drivers will have access to the new option when they next log into their driver's app.
Display Alternative Text to Recipients
Organizations also have the option to display alternative text to recipients on the tracking page once a task has been completed and marked "Succesful" or "Failed". To enable this feature, please go to “Settings” and then select “Tracking Page”. Once in the “Tracking Page” section, click “Customize” and then enable “Display Task Completion Reasons”.
This feature can be useful for organizations that prefer to not surface specific reasons to recipients but create specific reasons for internal analytics.
If alternative text is left blank, the recipient will only see the task status (Completed or Unsuccessful attempt).
Edit Task Completion Reasons
To edit a task completion reason, you can open the "Settings" modal, and select the "Driver App" category to view the "Task Completion Reasons" section.
You can then select the drop-down for either "Success" or "Failure" to view the reasons, select the reason you would like to edit, and then select the "Edit" button.
You can edit the Name and Type of reason. Please note that this will not apply changes retroactively. Previously completed tasks that used the currently selected reason will not have the new reason applied.
Reorder Task Completion Reasons
To edit the order in which the task completion reasons are displayed on the driver app, you can open the "Settings" modal, and select the "Driver App" category to view the "Task Completion Reasons" section.
You can then select the drop-down for either "Success" or "Failure" to view the reasons, select the reason you would like to edit, and then click and drag on the dotted icon to the left of the reason.
Please note that you cannot drag and drop a reason from the Success section to the Failure section, or vice versa. If you wish to change a reason’s type, you must do so using the Edit function.
Remove Task Completion Reasons
To remove a task completion reason, you can open the "Settings" modal, and select the "Driver App" category to view the "Task Completion Reasons" section.
You can then select the drop-down for either "Success" or "Failure" to view the reasons, select the reason you would like to remove, and then select the "-" button.