Creating geographies

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間:2分
  • Create geographies and assign them to territories to efficiently schedule and assign the most appropriate agents and crews for work order tasks.

    You can create three types of geographies for a territory. Understanding the importance of each type is vital for managing territories effectively.
    • GeoJSON: GeoJSON geography type lets you import a GeoJSON file or draw the boundaries using shapes like polygons or circles in the map. It's special because it helps visualize territories on a map and is essential for making sure tasks are assigned to the right places. So, it's like a map tool that ensures work orders or tasks are matched accurately to specific geographic areas.
    • Matching attributes: Define a geography based on certain characteristics such as city, state, country, or ZIP code. For example, you can create a territory that includes all tasks in a particular city or within a specific ZIP code range. Matching attributes provide a precise and criteria-based method for outlining territories without the need for visual mapping.
    • Composite geography: Define a composite geography by combining or amalgamating different geographies into a single, comprehensive geography. This allows you to create a larger geography that encompasses the combined areas of several smaller geographies.