Sometimes you may have a task in mind for a specific location, but forget to add it while creating routes.
That’s why Upper provides a Tasks feature, allowing you to save tasks separately and use them later when creating or updating a route.
To create a new task, follow the below steps:
Go to the Tasks feature located at the left side.
2. Click on the ‘+’ icon button.
3. After clicking on the ‘+’, you will get two options: Add Task and Import Tasks.
If you select Add Task, a right-side panel will appear where you can enter all the required information. Once done, click Done.
If you select Import Tasks, upload a CSV or Excel file. After uploading, the Match the Data pop-up will appear. Review the mapping, then click Done to import all your tasks.
After adding tasks, you can select your task in the future by clicking on the checkbox, and simply click on the Create New Route or Add to Existing Route button located at the bottom right.