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      Splitting Legs In Task Tree

      This feature helps streamline complex routing, enable cross-dock workflows, and improve visibility without needing to rebuild the order manually.

      Description Summary

      When managing a shipment within an order, splitting a leg allows you to insert a transfer point—ideal for handoffs, driver swaps, or cross-docking. The split occurs within the order’s Task Tree and automatically creates new stops and tasks.

      User Segment

      Admins, Managers, Operations, CSRs

      How It Works

      1. Open an Order

      2. Click on "Tasks" in the Navigation Panel.

      3. Group by Legs
        Switch from Group by Stops to Group by Legs.

      4. Locate the Leg You Want to Split
        Find the pickup and delivery leg you want to divide (e.g., for a mid-route transfer).

      5. Click “Split Leg”
        Click on the three-dot menu associated with that leg to see the split leg option.

      6. Define the Split Point
        Enter the location details where the leg should be divided and save. This will serve as the transfer point between Leg 1 and Leg 2.​

      7. Assign Resources to Each Leg
        Click on the leg to open the Data Panel. Assign appropriate drivers and assets to both Leg 1 and Leg 2 to ensure accurate dispatching and tracking.

       

      What Happens When You Split a Leg?

      • Leg 1 will include a Pickup and Unload task.

      • Leg 2 will include a Load and Delivery task.

      • Commodities are automatically carried from Leg 1 to Leg 2.

      • Driver and asset assignments do not carry over—you must assign them manually.

      Use Case Examples

      • A dispatcher splits a shipment to hand it off at a terminal.

      • A planner splits legs in the Task Tree to track a relay delivery between two drivers.

      • A fleet manager adjusts a load for cross-docking, assigning different drivers and trucks to each leg.

      Best Practices

      • Use consistent naming for transfer stops to maintain clarity (e.g., “Kansas Crossdock”).

      • Review the order Task Tree after splitting to ensure tasks were created as expected.

      • Use Task Tree splits for routing flexibility when editing a single order manually.

      Common Issues & Troubleshooting

      Why doesn't the driver carry over to the second leg?
      Because Leg 2 may require a different driver for the completion of the delivery.

      Can I undo a leg split in the Task Tree?
      Yes, click on the three-dot menu associated with that leg to see the unsplit option. This is only doable if the previous leg has not been assigned or completed.