If you have decided to import tasks from an Excel file, you can also easily optimize your routes
To Optimize your tasks through Task Importing
#1. First, import your tasks from an Excel file like you would normally do
#2 Click on Optimize Import to proceed with optimizing your tasks
#3 Fill out the needed information according to your necessities
📌 Start and end location
Leaving the Start Location field blank will automatically create routes starting from the driver's last coordinate
Leaving the End Location field blank will automatically create routes that will end in the starting point
📌 Start time
It is used for your tasks when you wish to plan routes for the future (e.g the next day)
If you wish to start the tasks immediately, just leave the field black
📌 Optimize for
Vehicles - to use as few drivers/vehicles as possible for completion
Transportation time - for the shortest mileage
Completion time - for the quickest route (shortest driving time)
📌 Assignees
If you have already provided the assignee for the tasks (their e-mail address) in the Excel import, your tasks will be assigned to the driver and there is no need to choose assignees while optimizing tasks - the system will automatically assign tasks to the right driver
If you haven't provided an assignee for the tasks yet, you can choose them from the Assignees field
📌 You can choose to Unassign tasks that are not optimal, for example, cannot be fit into the chosen timeframe
📌 You can choose to Preview your optimization before committing to it
📌 If you're happy with the optimization, click on Optimize at the bottom left
The optimization has now been completed!
📌 If you click on View Optimization, another tab will open with Route Optimization reports
Hope you found everything you needed!
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