{"id":3232,"date":"2023-12-26T13:45:26","date_gmt":"2023-12-26T12:45:26","guid":{"rendered":"https:\/\/planfix.com\/blog\/?p=3232"},"modified":"2024-04-11T14:44:32","modified_gmt":"2024-04-11T12:44:32","slug":"maps-in-planfix","status":"publish","type":"post","link":"https:\/\/planfix.com\/blog\/tips\/maps-in-planfix\/","title":{"rendered":"Maps in Planfix"},"content":{"rendered":"
Planfix<\/span><\/a><\/span><\/div>\n\n\n
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\"Google<\/figure>\n\n\n\n

Integrating Planfix with Google Maps opens up a new realm of possibilities for managing tasks, contacts, and projects, making these processes even more convenient. <\/p>\n\n\n\n

You can do more than just view tasks on a map. You can make quick decisions to optimize routes, manage logistics, and enhance team productivity. <\/p>\n\n\n\n

Maps in Planfix improve the quality of administration and contribute to your company’s successful growth.<\/p>\n\n\n\n

Linking\u00a0tasks to maps<\/a>\u00a0is an intriguing option that opens up many potential use cases. Let’s take a look at the\u00a0google\u00a0maps integration<\/a>\u00a0setup.<\/p>\n\n\n\n

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Benefits of Using Maps Integration on Planfix<\/h2>\n\n\n\n

Having maps in Planfix is not just an extension of features; it’s a set of advantages that can significantly improve your business processes.<\/p>\n\n\n\n

Visualize tasks<\/h3>\n\n\n\n

Maps allow you to arrange and distribute tasks visually, making organizing tasks by importance natural and straightforward while helping you prioritize efficiently.<\/p>\n\n\n\n

Routes and Logistics<\/h3>\n\n\n\n

Integration with Google Maps enables you to automatically pinpoint the most efficient routes, making moving between points more efficient and saving time and company resources.<\/p>\n\n\n\n

Task Grouping<\/h3>\n\n\n\n

The feature for grouping tasks on the map makes organizing work and distributing tasks among team members easy. It improves coordination and simplifies work for employees.<\/p>\n\n\n\n

Color Coding<\/h3>\n\n\n\n

Color coding on the map helps highlight different types of tasks and their priorities. This makes data visualization even more informative and helps you make decisions faster.<\/p>\n\n\n\n

Integrating maps in Planfix offers users a variety of tools for improving task management, making work in Planfix more productive and organized.<\/p>\n\n\n\n

New Type of Field “Location”<\/h2>\n\n\n\n

In tasks (as well as contacts, projects, directories, etc.), you can now add fields of a new type called “Location.” The purpose of this field is for you to enter an address, and in return, you get a point on the map. It looks something like this:<\/p>\n\n\n

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\"Add<\/figure>\n<\/div>\n\n\n

The task description<\/em><\/p>\n\n\n\n

Note that this is a distinct, new field type. Existing addresses you have previously saved in text format (for example, in the default “Address” field on the contact card) will not automatically be displayed on the map. To visualize an object on the map, you must intentionally add a “Location” type field and enter an address that Google can recognize. Tip: You can do this as a bulk action<\/a> by selecting the “Set field value from another field\/task” option.<\/p>\n\n\n\n

Set Your Tasks on Maps<\/h2>\n\n\n\n

We’ve introduced a new display method for task lists that shares its name with the new field type\u2014 “Location”<\/a>. Now, any task list can be displayed on the map:<\/p>\n\n\n

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\"New<\/figure>\n<\/div>\n\n\n

View of Displaying – “Location”<\/em><\/p>\n\n\n\n

Of course, for tasks to appear on the map, there must be a “Location” type field within them. Tasks in the list will acquire a special marker and will be linked to the address entered in this field:<\/p>\n\n\n

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\"How<\/figure>\n<\/div>\n\n\n

Displaying on the map tasks with a ‘Location’ tag<\/em><\/p>\n\n\n\n

If you click on the geomarker on the map, the task name appears. In my case, the name is composed of the air conditioner’s model and the installation address. The task list itself is also centered on this task:<\/p>\n\n\n

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\"Click<\/figure>\n<\/div>\n\n\n

The geo-marker on the map<\/em><\/p>\n\n\n\n

The color of the task status determines the color of the marker. This way, you can easily track the progress of the air conditioner installations:<\/p>\n\n\n

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\"Task\u2019s<\/figure>\n<\/div>\n\n\n

The marker is determined by the color of the task status<\/em><\/p>\n\n\n\n

Set Routes on Maps<\/h2>\n\n\n\n

Planfix can do more than just display tasks on a map; it can also create routes between them, indicating the total distance and estimated travel time:<\/p>\n\n\n

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\"Set<\/figure>\n<\/div>\n\n\n

Building a route between tasks on the map<\/em><\/p>\n\n\n\n

The order of the points on the route is determined by the order of tasks in the list\u2014point A on the route corresponds to the first task in the list. Thus, you can adjust the route by dragging the tasks to the desired location or sorting them by a relevant criterion.<\/p>\n\n\n\n

We organize tasks within a task group to make working with routes more convenient. This allows you to customize routes according to your needs. For example, I’ve added a “City” field to the task template<\/a> for ordering delivery and grouped the orders by city:<\/p>\n\n\n

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\"Tasks\u2019<\/figure>\n<\/div>\n\n\n

Grouping in task filter selection options<\/em><\/p>\n\n\n\n

This also helps in assigning delivery orders within a city:<\/p>\n\n\n

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\"Set<\/figure>\n<\/div>\n\n\n

Distribution of orders within the city<\/em><\/p>\n\n\n\n

However, there are several ways to go about this. For example, you can group the tasks by the assignee to assign a convenient route. I think the general approach is pretty clear by now.<\/p>\n\n\n\n

The route for each group is color-coded\u2014notice the circle next to the group name:<\/p>\n\n\n

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\"Routes<\/figure>\n<\/div>\n\n\n

Color coding for each group<\/em><\/p>\n\n\n\n

If too many routes are displayed on the map, and it becomes confusing, you can disable the unnecessary ones by clicking on this icon. Another click will reactivate the display of that group’s route on the map. When groups generate routes, the distance and travel time for each group are displayed:<\/p>\n\n\n

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\"How<\/figure>\n<\/div>\n\n\n

Displaying distance and travel time for each route group<\/em><\/p>\n\n\n\n

Clicking on any section of the route reveals information specific to that segment of the road:<\/p>\n\n\n

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\"Clicking<\/figure>\n<\/div>\n\n\n

The information regarding the time and distance of the route<\/em><\/p>\n\n\n\n

Tips for Google Maps Management in Planfix<\/h2>\n\n\n\n