Tasks

Tasks are "floating Stops" that are not part of any Route. They can be viewed in Planner as a circle icon with a check mark, or from the Tasks Tab in the left side menu of the Flex app.

Tasks serve as a staging ground, allowing Dispatchers to manage large amounts of Stops without initially assigning them to a Route. This is useful in several cases:

  1. You want to split up a large number of stops among multiple Routes

  2. You have leftover stops from previous Routes that you want to keep track of

Unlike Favorites, Tasks are meant to be used only once, and disappear from the queue once added to a Route. The tab will show a notification icon if there are incomplete Tasks in the queue.

*Note: Tasks are a Dispatcher tool only, and are not visible on mobile devices.

Where can I find my Tasks?

A list of your Tasks can be found by selecting the Tasks tab from the left side menu.

Open the preview panel to view a preview of any Tasks by selecting a Task or double clicking the row.


Tasks can also be viewed in the Planner Map view as their own layer alongside any Route. They are depicted as a circle with a check-mark icon.

How to add Tasks

Search Mode

Select Search from the stepper to enable the search bar.


Type in the address or coordinates you are looking for, and select the matching entry.

Select Add Task.

Spreadsheet Upload

Follow our Upload Tool guide for step-by-step instructions on bulk uploading Tasks--just select Upload to Tasks rather than Upload to New Route!

How to Add/Move Tasks to a Route

Add Tasks to an open Route in Planner

With an active route open in Planner, select Tasks from the List Panel.

Select the three vertical dot icon next to the Task you want to add to your Route.

Select Add to Open Route.

You can also choose to Edit or Delete the Task here.

Add Tasks to an Open Route in Planner using the Multi-Select Tool

With an active route open in Planner, enable Multi-Select Mode.

Choose Select Task Pins from the Select Mode options.

Select each of the Tasks you would like to add to your Route.

Select the Add to Route icon from the multi-select action options.

Add Tasks to a Route via List Mode

Select the Tasks tab from the left side menu.

Select the three vertical dot icon next to the Task you want to add to your Route.

Select Move to Route.

You can also choose to Edit or Delete the Task here.

Search for and choose a Route from the Pick Target Route popup.