The dashboard has a selection mode for applying multiple actions on tasks. This can make working with the dashboard a lot faster.
In this article you will learn how to use selection mode.
You can:
- Select individual tasks.
- Select all tasks in a column.
- Select all tasks visible on the dashboard.
To select an individual task, hover your mouse over the card. The card will highlight and multiple controls will appear.
Click the checkbox on the bottom left of the card to select it. The highlight will change colour.
If you are on mobile, long press the card to select it instead.
You can deselect the task by clicking the checkbox, or long pressing the card again.
To select all tasks in a column, look for the checkbox opposite the STATUS title, e.g. opposite ACTIVE.
All the cards in that column will be highlighted.
To deselect only the tasks in that column, click the checkbox again.
To select all tasks currently visible on the dashboard. Look to the almost top left of the dashboard.
Click the large checkbox. This checkbox appears next to the Select controls.
All the tasks will be highlighted.
If you click the checkbox again, it will deselect all tasks.
Clicking the checkbox when only some tasks are selected will also deselect all of them.
The Select all checkbox control is not available on mobile. Use the column select checkbox or long press control instead.
When an item is selected, a list of actions will appear near the top of the dashboard.
On mobile the actions will appear at the bottom of the screen.
The available actions are:
- Assign a user or users.
- Mark selected tasks as PICKED UP, DELIVERED, RIDER HOME, CANCELLED or REJECTED.
- Duplicate selected tasks.
Certain actions will not be available depending on the status of the selected tasks.
When an action is selected, a dialog will appear.
For information about the controls when assigning users, refer to Assigning Users in Task Overview.
Controls for changing the Status of selected tasks let you set the time, and sometimes has optional fields.
When marking a task as PICKED UP or DELIVERED there will be a text field for sender or recipient name.
When marking a task as CANCELLED or REJECTED a multi line text field will let you enter a reason. The contents of this field will be posted as a comment.
You can duplicate any tasks that are not in the COMPLETED dashboard tab.
There are two or three additional options depending on whether you are using the ALL or COORDINATOR dashboard view.
When using the COORDINATOR dashboard view, you can:
- Copy any additional assignees (you will always be assigned as a coordinator automatically).
- Copy any of your own comments, or private comments.
Any other information will be copied, except for PICKED UP, DELIVERED time and name, or RIDER HOME time.
When using the ALL dashboard view, there will be an additional option to not assign yourself to the duplicated task. By default this option will be checked.
