Documentation Index

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To Do's

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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