Assignment Dashboard – Edit And Assign Routes To Users And Vehicles

Your Assignment Dashboard is a centralized hub designed to streamline how you manage routes and Field Team members. It allows you to easily view and assign routes to Drivers and Vehicles for more efficient route planning. This guide will walk you through the features of the Assignment Dashboard, helping you understand how to assign routes, view User and Vehicle assignments, and make necessary modifications. By following this guide, you can optimize your route management process and enhance overall operational efficiency.

Assignment Dashboard Overview – See Routes Assigned To Users And Vehicles

Your Assignment Dashboard shows a list of planned and scheduled routes and sorts them according to their scheduled start date and time and which entity (User, Vehicle, and Facility) they’re assigned to. For convenience, the current date is automatically highlighted. This lets you easily manage the dispatch priority of routes based on their scheduled date.

The left-most column of the dashboard shows a list of all your Users. Next to each User, you’ll see the planned routes assigned to them. If more than one route is scheduled for a given date, the routes will appear in chronological order, with routes scheduled earlier being placed higher than routes scheduled later.

Open Your Assignment Dashboard

You can also see the routes your Fleet Vehicles are assigned to. Simply click the “Vehicles” button at the top of the dashboard. All of your Vehicles will appear in the left-hand column, with the routes they’re assigned to sorted by date in the dashboard, just like in the “Users” section. Learn more about assigning vehicles to routes.

Similarly, you can see which routes your Transportation Facilities are associated with by clicking the “Facilities” button. Your Assigned Dashboard works the same way, regardless of whether you’re looking at Users, Vehicles, or Facilities.

Whenever new Vehicles, Users, and Facilities are added to your Route4Me account, they’ll automatically appear in the Assignment Dashboard. For new Users, you’ll see only those sub-Users branched under you in the User Hierarchy.

NOTE: Learn more about User Types and Account-Level Permissions.

Customize Assignment Dashboard – Use Date Range, Filters And Grouping Settings

Finding the information relevant to your needs is easy with the Assignment Dashboard. To filter routes by their scheduled date, click “Date Range“, select a time frame on the calendar, and click “Apply” to save your settings. The longest date range you can select is seven days. For convenience, the current date is always highlighted if it’s within the selected date range.

You can use custom filters to show only those Users, Vehicle, and Facilities with specific characteristics. To do so, click “Filters” and enable your preferred settings. Similarly, you can group Users and Vehicles by clicking the “Group by” button. Furthermore, use the Search Field in the top-left to manually input User, Vehicle, and Facility data and find specific entities.

You can find all supported filter and grouping options for each section of the dashboard in the table below:

Assign Routes To Users And Vehicles From Your Assignment Dashboard

Along the bottom of the Assignment Dashboard is the “Unassigned” section, where you can see routes that haven’t been assigned yet. To assign a route to a User or Vehicle (or associate it with a Facility), simply drag and drop it into your preferred position on the dashboard. Similarly, you can reassign any assigned route by dragging and dropping it into a different position.

Alternatively, click a position on the dashboard and input a route’s name to assign it without dragging. Whether assigning or reassigning routes, the system will automatically update all associated parameters with no further action required.

NOTE: Learn more about assigning Users to routes.

Manage And Edit Routes From Your Assignment Dashboard

You can easily modify routes directly from the Assignment Dashboard. To do so, right-click the Three-dot Icon next to a route. From the menu, you can make edits and perform a variety of actions. See the table below for a list of supported actions.

NOTE: For convenience, you can also plan new routes from the dashboard. Click the “New Route” button to plan a route.

Last Updated: January 1, 2024June 18, 2025