When using the Planning Calendar in Datatruck, you may notice that the dropdown menus for Driver Status or Dispatch Status can feel either too limited or overly cluttered. Whether you're missing key options or dealing with too many irrelevant ones, this can make your workflow less efficient.
You can fully customize these statuses to match your operational needs, by adding your own terms, organizing them by color, and more.
Here’s how to tidy things up and make the statuses truly yours:
Step 1:Navigate to the Settings Section
From the left-hand navigation, select Settings.
Step 2: Open the Dynamic Statuses Menu
In the settings panel, select Dynamic Statuses. This is where you manage all customizable status categories.
Step 3:Choose a Status Type to Modify
You’ll see Driver Dispatch option select that.
Step 4: Edit or Create Statuses
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To Edit an Existing Status: Double-click on the status you want to modify.
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To Create a New Status: Click Create.
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Step 5: Customize Your Status
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Label: Rename it to something more meaningful to you or your team.
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Color Code: Assign a color that helps visually distinguish statuses in the calendar.
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Sort Position: Define how statuses appear in dropdowns—put your most used at the top.
To do that simply drag and drop the position.
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Step 6. Save Your Changes
Once you're done editing or creating, hit Save to apply your custom settings.
That's it! Now, when you go to the Planning Calendar, you should see your changes reflected. Customizing statuses can help make your workflow more organized and easier to manage.
We hope this article was helpful. However, if you have any further questions, please don't hesitate to reach out to our Live Support.
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