To Do's

Overview

The To Do’s card displays active and pending To Do’s assigned to the driver with a link to the To Do’s list.

This feature relies on your systems supporting the To Do’s web service. For API-specific guidance, refer to To Do Items.

Creating a To Do’s card

IMPORTANT: The To Do’s card can be added to your dashboard via App Manager; however, content must be populated via the API. For more information, refer to To Do Items.

1. Within App Manager, navigate to App Configuration> Dashboards

2. Within the relevant dashboard, select +Add a card

3. Navigate to Type and select To Do’s

4. App Manager auto-generates a Header - replace the auto-generated text with desired text

   • The Header will be displayed in the mobile app

5. Add optional inputs:

   • Select an Icon - icons are displayed to the left of the Header in the app

6. Select Save

Editing a To Do’s card

1. Within the relevant Dashboard, select the To Do’s card to edit

2. Make the desired modifications

3. Select Save to apply changes

   • To abandon modifications, select Discard Changes

   • NOTE: Saved changes appear immediately in the mobile app

Deleting a To Do’s card

1. Within the relevant Dashboard, select the To Do’s card to delete

2. Select Delete

   • Upon confirmation, To Do’s cards are immediately removed from the Dashboard

   • Once removed, deleted To Do’s cards are no longer visible within the mobile app