How to Use the Calendar View in the Dispatch Tab

The Calendar View helps you assign loads to drivers quickly. It shows unassigned loads, scheduled dates, and driver assignments. You can filter the view by specific criteria, making it easier to manage large volumes of loads.

 

Access the Calendar View


    • Go to the Dispatch tab in your TMS.
    • Click “+Add” if you have not already created a calendar. 

    • The Calendar View is displayed as an option to see loads by date, which provides an overview of unassigned loads and loads assigned to drivers.

Assign Loads to Drivers

    • In the Calendar View, you can see unassigned loads.

  • To assign a load: Simply drag the load to a specific driver on the corresponding date. This action automatically updates the driver’s app and assigns them the load.


Filtering Views by Drivers

    • If multiple dispatchers are managing different sets of drivers, you can filter the calendar to view loads assigned to specific drivers.
    • How to filter:
      • Click on the drop-down menu at the top of the calendar to select the drivers.

Filter by Load Type (Inbound/Outbound)

    • You can add filters to view only loads heading inbound or outbound. This is especially useful if you have a large number of unassigned loads and need to focus on specific ones.
    • How to filter:
      • Click on the filter icon and select either Inbound or Outbound under the “Condition” section.

Filter by Pickup or Delivery Dates

    • You can also filter loads by pickup or delivery dates to view specific loads within a particular time frame.
    • How to apply this filter:
      • Choose the filter option for Pickup Date or Delivery Date.
      • Select the date range you wish to view, and the calendar will adjust accordingly.

Assign Loads to Drivers

    • After filtering by specific conditions, you can assign loads to drivers as needed.
    • The process remains the same: drag the load to the appropriate driver’s schedule.

The Calendar View in the Dispatch tab helps you assign loads more easily, especially when there are multiple dispatchers or many unassigned loads. Use filters and drag-and-drop to stay organized and keep operations on track.


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