Zones
What are Zones?
Zones are areas of any shape that can cover larger, irregular areas, such as delivery territories or service areas. They allow automatic triggering of location-based events when team members enter or leave these areas, and work with Jobs, Forms and Alerts.
Note: A zone opens in a sheet on the right, next to the map. Each change saves on its own, so there is no Save button for the whole zone.
In this guide:
How to Create a Zone
Step 1: Go to Manage in the main menu, then select Zones.
Step 2: Click + New zone.
Step 3: In the New zone card, type a neighborhood, district, city or postcode under Where and pick the area from the list. The zone takes the area's real border. Press Enter to search more places.
Step 4: Check the shape on the map. If needed, choose Simple, Normal or Exact next to Detail, or drag the corners to adjust it. Enter a Name, choose who the zone is For (a team, or a person with Someone…), then click Create zone.
Note: To draw the zone yourself, click the map instead of searching: one corner per click, then click the first corner again to close the shape. The card then says Drawn on the map. Name the zone and click Create zone.
How to Edit a Zone
Step 1: Go to Manage in the main menu, then select Zones.
Step 2: Click the zone in the list. It opens in a sheet on the right, next to the map.
Step 3: To rename the zone, click its name at the top of the sheet, type the new name and press Enter.
Step 4: To change the color, click the Color row and pick a color. It is saved right away.
Step 5: Under Assigned, click + Add and pick a team or a person. To remove one, click the x next to its name.
Step 6: To change the shape, click the Shape row.
Drag the corners of the zone on the map, then click Save at the top.
Step 7: To edit several zones at once, tick the boxes in front of them and click Edit fields.
Step 8: Change the color, teams or members, then click Apply to 2 zones.
How to Import Zones
Step 1: Go to Manage in the main menu, then select Zones.
Step 2: Click Import zones.
Step 3: Upload a KML file that contains polygons, with Browse files or by dropping it into the box. Each polygon is imported as a new zone.
Step 4: Click Start importing.
