Route Tags

Route tags can be applied to categorize routes, improve filtering behaviour when finding specific types of routes, or to split out detailed Analytics reports by specific criteria, depending on your delivery workflows. Use tags to classify routes by vehicle type, service standard, geographical area, or any other metric useful to your operations - the sky's the limit!

Adding route tags

Route tags can be added from the Routes page, first using the checkboxes to select which route(s) you'd like to apply tag(s) to. From the menu that appears in the upper right-hand corner of the table, click into the More actions menu (three dots icon), and select Add tags:

Routes page with three routes ticked and their checkboxes outlined, and the More actions menu open with Add tags outlined

Use the search bar to find a previously created tag, or create a new one. Use the checkboxes to select desired tags and move them to the To add section. Click the Save button once all desired tags have been selected for addition:

Add route tags dialog with B2B Orders Only and Express Delivery ticked under To add, other tags listed under Your tags, and a Save button

Route tags can also be added from the All routes view of any Route Group in the same manner:

Route group's All routes view with three routes ticked and their checkboxes outlined, and the More actions menu open with Add tags outlined

When viewing an individual route, tags can be added by accessing the Edit menu directly below the map, and selecting Route tags:

Route page with the Edit menu below the map outlined and opened, and an arrow pointing at Route tags

Removing route tags

Route tags can be removed from the Routes page, first using the checkboxes to select which route(s) you'd like to remove tag(s) from. From the menu that appears the upper right-hand corner of the table, click into the More actions menu (three dots icon), and select Remove tags:

Routes page with three routes ticked and their checkboxes outlined, and the More actions menu open with Remove tags outlined

Tags that are currently applied to the selected routes will be listed in the Your tags section; the search bar can also be used to narrow down long lists of existing tags. Use the checkboxes to select undesired tags and move them to the To remove section. Click the Save button once all required tags have been selected for removal:

Remove route tags dialog with Express Delivery ticked under To remove, the other applied tags under Your tags, and a Save button

Route tags can also be removed from the All routes view of any Route Group in the same manner:

Route group's All routes view with three routes ticked and their checkboxes outlined, and the More actions menu open with Remove tags outlined

When viewing an individual route, tags can be removed by accessing the Edit menu directly below the map, and selecting Route tags:

Route page with the Edit menu below the map outlined and opened, and an arrow pointing at Route tags

Viewing route tags

When viewing an individual route page, applied route tags will display at the top of the page, to the right of a route's name and status:

Top of a route page with the route tags Express Delivery, B2B Orders Only and Vehicle Class C (Cargo Bike) outlined beside the route's name and Unstarted status

From the All routes view of any Route Group, all applied route tags will be displayed within the Tags column:

Route group's All routes view with the Tags column outlined, showing each route's tags such as Express Delivery, B2B Orders Only and a vehicle class

Route tags will also display within the Tags column for applicable routes listed on the Routes page:

Routes page with the Tags column outlined, showing each route's tags such as Express Delivery, B2B Orders Only and a vehicle class

To filter the Routes page to only display routes with specific tag(s) applied, use the Add filter button at the top of the route list, and select Tagged with; search and select from a list of route tags currently applied to your routes. This filter supports AND/OR logic (i.e. filter to include multiple required tags using AND, or filter to use one or more of multiple optional tags using OR):

Routes page with the Tags: Express Delivery, B2B Orders Only filter open and outlined, showing a Find tags search and the AND (contains all selected tags) and OR (contains any selected tags) options

Drivers can also access route tags (along with route notes, if applicable) within the Delivery Driver mobile app (version 1.0.62 or above required), at the top of any route's summary page:

Driver app route summary with an arrow pointing at the Vehicle Class C (Cargo Bike) route tag beside 2 Stops

Route tags & Analytics reports

From the main Analytics page, use the Add filter button to search and select from a list of route tags historically applied to your routes. This feature supports AND/OR logic (i.e. filter to include multiple required tags using AND, or filter to include one or more of multiple, optional tags using OR.) Default value is no tags selected:

Analytics page with the Tags: Express Delivery, B2B Orders Only filter open and outlined, showing a Find tags search and the AND and OR options

Once added as a filter, tags will be maintained when clicking into individual Analytics reports, but will be cleared when navigating out of Analytics into any other EasyRoutes tab.