Unscheduled Tasks

Incoming jobs and tasks from your Agents will appear in the Unscheduled Tasks list.

From here you must decide which date and who to assign the jobs too. If you have more than one driver there are a few tools to help you make this a decision on how to allocate jobs most efficiently.

If you have not yet done so you may find it useful to configure your geographic areas.

Simple Task Allocation

The simplest method to allocate jobs is to individually choose a date and person from each task in the list. The calendar will popup the next 5 working days to choose from.

Multiple Task Allocation

It's possible to schedule multiple tasks to a date and driver by individually selecting each task or clicking the Select Visible or Select All buttons on the bottom right.

Once your selection is made, click the calendar date and choose the driver to assign. 

Select by Post Code Segment

Board Clever will separate out the postcode segments  which some users find useful to allocate jobs to their drivers.

Choose the post code area and click Select Postcode Segment. This can be done multiple times to build up a selection list, you do not need to choose the date and driver after each selection.

Select by Area

For this demo you can see we created two areas. One named North, the other South.

Viewing the Boards Up > Map for our demo data you can see the jobs fall within these areas.

It's easy to then separate out the unscheduled tasks by area and assign them to each driver by selecting the South Area, assigning to a driver and then repeating this for the North Area.