If you use the field service bucket to schedule the tasks which have an open and a due date, you have the possibility to display all these tasks directly in the 'Map' tab of the 'Organize' module. This display option enables you to view the field service operations of the bucket and the routes already optimized on the same map. In order to display the tasks of the bucket in the 'Map' tab, complete these steps:
Note: To access this display option, you must have assigned at least one task to a field worker on that date.
- Go to the 'Organize' module.
- Click on the tab 'Map'.
- Select the date on which tasks from the bucket must be scheduled using the date picker.
- Open the panel on the right of the screen by clicking on
. - Click on 'Show display options'.
- Check the box 'Display field services from bucket'.
- Determine the 'Open date before the' and the 'Due date before the'. For example, display the tasks from the bucket which have an open date before 25/03/2021 (inclusive) AND a due date before 11/04/2021 (inclusive).
Note: If you are using the sectorisation feature, you also have the possibility to filter the display of the tasks of the bucket by sector.
Note: In order to assign the field service operations of the bucket to your field workers, you just have to re-optimise the routes. You also have the possibility to drag and drop these tasks directly on the route of a field worker.
