✅ Driver Tasks

EasyRoutes' "Driver tasks" Route Option allows route planners to assign tasks and reminders of additional steps that drivers must complete before starting a route, completing a delivery stop, and/or marking a route as complete.

• Enabling Driver Tasks
• Types of Driver Tasks
• Start/End Location Tasks
• Saving Driver Task Sets
• Tasks on Delivery Driver Mobile App
• Editing Tasks on Stops
• Tasks for Saved Stops
• Exporting Tasks

Enabling Driver Tasks:

Driver tasks can be enabled from the Route Options page:

Once enabled, click Add new task, Add new task to start location, or Add new task to end location to create a new task form.

As routes are completed, you can access pending or completed tasks and their timestamps on any Route page from the "Tasks" column for the Start/End location or stop on a route:

‍Types of Driver Tasks:

Driver tasks can be added as checkboxes, radio buttons, text input, or number input, depending on the nature of the task; all four types of tasks can be used independently, or in combination for the same route:

• Checkboxes: Use this type of task to provide drivers with a list of tasks that can be checked off individually as they're completed - note that all checkboxes must be checked off before a task of this type is marked as complete:

• Radio buttons: Use this type of task to provide drivers with a list of options for a task, where only one possible option can be selected to complete the task:

• Text input: Use this type of task to allow drivers the option of inputting a text string before marking an order as attempted or delivered. This can be particularly useful when drivers are required to log the name of the individual who an order was delivered to:

• Number input: Use this type of task to allow drivers the option of inputting a numeric value before marking an order as attempted or delivered. This can be particularly useful when drivers are required to collect Cash on Delivery (COD) or credit card payments when delivering and must log how much payment was collected for each stop, or to input and track odometer readings at route start and finish locations:

• Scanner input: Use this type of task to prompt drivers to scan a product barcode or QR code using their mobile device's camera before completing a stop. Scanned barcode values for each stop will be stored as the result of any scanner input task types for future reference:

Optional: Each individual task can be set as "required," meaning a driver will be unable to mark a stop as Attempted and/or Delivered until the task is completed. Enable tasks as requirements by checking the "Delivered" and/or "Attempted" checkboxes from the "Required to mark order as:" section below each task.

Start/End Location Tasks:

Driver tasks can also be added to a route's Start and End locations independently, to differentiate between stop-level tasks and tasks that need to be completed in order to begin or complete a route:

• To configure End location tasks, a route's End location must be set to a physical address (such as your shop or warehouse), or Loop back to start. End location tasks cannot be configured if a route's End location is set to "Use the last stop in route".
• Optional: After adding any Start location tasks, check the "Required to start route" checkbox to force a driver to complete tasks before they can begin delivering a route.
• Optional: After adding any End location tasks, check the "Required to mark route as completed" checkbox to force a driver to complete tasks before they can complete a route.

Saving Driver Task Sets:

Sets of tasks that are frequently used when delivering routes can be saved for use in future routes. First, add and configure new task(s) you'd like to save. Once at least one complete task has been added, click the Save tasks button and input a name to save this set of tasks as, and click the Save button:

Once saved, task(s) can be quickly added to any future routes by clicking the Saved tasks button for any of the three types of tasks, and selecting a saved task set. Add as many different saved sets as needed, or use the trash can icon next to any existing saved task sets to remove them from the list:

Tasks on Delivery Driver Mobile App:

Drivers using the EasyRoutes Delivery Driver mobile app can access and complete tasks for route Start location, individual stops, and route End location:

Optional: If certain tasks are configured as "required", drivers will be alerted of pending tasks, and will be unable to tap Start or select any "Mark as..." buttons until tasks are completed:

Note: Drivers will need to update to the latest version of the app (v1.0.35 or above) in order to access and complete assigned Driver tasks from the Delivery Driver mobile app.

Editing Tasks on Stops

After planning a route, you can edit tasks on individual stops by navigating to the Edit stop page from the stop actions menu. To note, we only show driver tasks in route options when a route is first created (e.g. when you first create blank route(s) or make a route in your orders dashboard):

From there, scroll down to the Driver tasks panel to modify route-level tasks, manually check off completed items and add custom tasks specific to the stop:

Note: Start and end location tasks can be edited by following the same steps.

To edit tasks for multiple stops in bulk, use the checkboxes to multi-select the stops you wish to edit, and choose Edit stop tasks from the actions menu:

From here you can bulk edit route tasks common to the selected stops, as well as individual custom tasks for each stop:

Click Save in the top right corner after making any necessary updates to stop tasks.

Tasks for Saved Stops

Driver Tasks added to saved stops stored in the Address Book are retained, meaning that these saved tasks will carry over to any future route a saved stop is added to. Follow these steps to add or edit a Driver Task to a saved stop:

1. From the Orders Page, navigate to the Saved stops tab to see a list of all your saved stops.
2. For the saved stop you'd like to add a task to, click the More actions button (three dots icon) on the far right-hand side of the table, and select Edit stop:

3. Scroll down to the bottom of the Edit saved stop page, and add/edit task details within the Driver tasks card:

4. When finished, scroll to the top of the page and click the Update button to save your changes.

Any tasks saved in this manner will persist across any future routes this saved stop is added to. If these routes have additional Driver Tasks added at the route level, tasks saved to the Address Book will be differentiated with a Custom task banner as shown below:

Exporting Tasks

Pending and completed tasks can be included when exporting a route for further analysis or record keeping. Two styles are available to export your task data - note that only one style can be selected per export:

• Tasks summary: Select this option to export a summary of which tasks were completed per stop.

• Individual task items: Select this option to export a column for each individual task across a route, with precise timestamps of when each task was marked as complete.