Calendar

Calendar - Map View

The map view shows a list of all of your tasks for the day sorted into Scheduled, Anytime, and Unscheduled tasks. If those tasks are linked to a client and property then they will also appear as a map pin on the map to the right.

Hovering your cursor over any task on the left-hand side will highlight the address pin associated with it on the map.

Click on the task from the map or the list to get quick access to the client name and work item under Details, to unassign it from Team, or select Edit or View Details at the bottom for more options.

 

Sorting Visits

You can sort the Anytime tasks by clicking and dragging them from the task list into the order you want them. The route on the map will update based on the order you choose. 

 map_drag.gif 

You can optimize routes for visits assigned to your users on this view of the calendar as well. Learn more about Daily Route Optimization.

Map Pin Colors

Green: Assigned to a user and not yet complete

Orange: Unassigned task

Grey: Completed task

 

Assigning Visits

To assign visits in the Map view, click on the user's name at the top of the map. It will turn red. Then select the visit(s) that you would like to assign to them, either in the map or list. Once you have the tasks selected you can then click 'Save' in the top right corner.

assign_team.gif

If a property address is unable to be found on the map, it will show with a red map icon in the task list to notify you to make an edit.

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