> ## Documentation Index
> Fetch the complete documentation index at: https://docsy3.mile.app/llms.txt
> Use this file to discover all available pages before exploring further.

# What's New

> Build your own dashboards, run orders from start to finish, automate whole processes on one canvas, and more. Here is everything that is new in this version.

This version is more than a new look. You can now **see** your operation the way you want, **plan** it on autopilot and **run** whole processes from one order to many tasks. And the way your team works today stays the same.

> [!NOTE]
>
> Your data does not change. Flows, tasks, data sources, automations, routes and users all carry over, and the field app works the same way.

## Highlights

### Analytics

> [card] [Dashboard](https://docsy3.mile.app/pages/analytics/dashboard/introduction.md)
>
> Drag numbers, charts, tables, maps and banners onto a page, filter it by hub, flow and user, and share it with the roles that need it. Start from a template or a blank page.

> [card] [Report](https://docsy3.mile.app/pages/analytics/report/introduction.md)
>
> Save a report on tasks or data source records with the columns you choose, then run it for any date range and export it.

### Monitoring

> [card] [Alert](https://docsy3.mile.app/pages/monitoring/alert.md)
>
> Every geofence, idle, lateness, route deviation and overspeed alert in one list, plus your own alerts from the Send Alert automation.

> [card] [Chat](https://docsy3.mile.app/pages/monitoring/chat/introduction.md)
>
> Talk to your drivers without leaving the app, broadcast one message to many at once, and see who is waiting with an unread badge.

### Activities

> [card] [Order](https://docsy3.mile.app/pages/activities/order/introduction.md)
>
> An order is the big job a customer gives you. Design its fields and statuses once, then create or import orders and follow each one to the end, with every task it created in one place.

### Workflow

> [card] [Data Source](https://docsy3.mile.app/pages/workflow/data-source/introduction.md)
>
> A faster, smarter search that matches every value you see in the table: text, numbers, options, linked records, dates and checkboxes. Rebuilt underneath to stay quick as your records grow.

> [card] [Automation](https://docsy3.mile.app/pages/workflow/automation/introduction.md)
>
> Multilevel automation: one event starts an automation, what it creates starts the next one, and conditions split the work into paths. Build and see the whole chain on one canvas instead of setting up each automation one by one.

> [card] [Order Type](https://docsy3.mile.app/pages/workflow/order-type/introduction.md)
>
> Design your order once: the fields it holds and the statuses it moves through. A guided tutorial sets up your first one.

## Brand new in this version

Each new feature in one look.

### Dashboard

![A custom dashboard](https://mintcdn.com/mile-app/WPibWyW63U4l5gcF/images/v4/whats-new/dashboard.png?fit=max\&auto=format\&n=WPibWyW63U4l5gcF\&q=85\&s=2107b9755cbc930a5ad44b243931cb9f)

* **Your numbers, your layout.** Add number cards, charts, tables, text and a heat map.
* **Filter in one click** by date, hub, flow and user.
* **Share** each dashboard with the roles that need it.

[Learn more →](https://docsy3.mile.app/pages/analytics/dashboard/introduction.md)

### Report

![A saved report](https://mintcdn.com/mile-app/WPibWyW63U4l5gcF/images/v4/whats-new/report.png?fit=max\&auto=format\&n=WPibWyW63U4l5gcF\&q=85\&s=c3e1c361a672ecd9d43739122f4bc22d)

* **Save a report once** on tasks or data source records, with the columns you choose.
* **Run it for any date range** and export it in one click.

[Learn more →](https://docsy3.mile.app/pages/analytics/report/introduction.md)

### Order

![An order with its fields and items](https://mintcdn.com/mile-app/WPibWyW63U4l5gcF/images/v4/whats-new/order.png?fit=max\&auto=format\&n=WPibWyW63U4l5gcF\&q=85\&s=dfe7b3cd9631bf40c16ff021db29ee40)

* **Bring the customer's job into the app.** One order can create many tasks.
* **Follow each order to the end**: its details, the tasks it created and every automation that ran for it.
* **Create or import** orders from a spreadsheet.

[Learn more →](https://docsy3.mile.app/pages/activities/order/introduction.md)

### Order Type

![Designing the fields of an order type](https://mintcdn.com/mile-app/WPibWyW63U4l5gcF/images/v4/whats-new/order-type.png?fit=max\&auto=format\&n=WPibWyW63U4l5gcF\&q=85\&s=ee880439c9bf2d503f00f18b086dbcfc)

* **Design your order once**: the fields it holds and the statuses it moves through.
* **A guided tutorial** sets up your first one.

[Learn more →](https://docsy3.mile.app/pages/workflow/order-type/introduction.md)

### Data Source

![Searching data source records](https://mintcdn.com/mile-app/WPibWyW63U4l5gcF/images/v4/whats-new/data-source-search.png?fit=max\&auto=format\&n=WPibWyW63U4l5gcF\&q=85\&s=6ba79711997e3ca00568f082a0ad9b93)

* **Search finds what you see.** One search box matches every value in the table: text, numbers, options, the name of a linked record, dates and checkboxes.
* **Forgiving on codes.** *PT-001* also finds *PT\_001* and *PT 001*.
* **Rebuilt underneath.** The search is kept up to date on every save, and renaming a linked record updates every record that points to it, so results stay right and fast as your data grows.

[Learn more →](https://docsy3.mile.app/pages/workflow/data-source/introduction.md)

### Automation

![A multilevel automation on one canvas](https://mintcdn.com/mile-app/WPibWyW63U4l5gcF/images/v4/whats-new/automation-group.png?fit=max\&auto=format\&n=WPibWyW63U4l5gcF\&q=85\&s=467aabd54b61323f3c2062b6b2e27063)

* **Multilevel automation.** One event starts an automation, and what it creates starts the next: a finished delivery creates a pickup task, and assigning that pickup notifies the customer.
* **Split the work with conditions.** Send each case down its own path, like *Returned*, *Failed* or *Delivered*.
* **See the whole chain on one canvas** and add the next step with one click. Problems are marked on the card before you save.
* **Turn the whole chain on or off** at once.

### Send Alert and Order Automations

![Setting up a Send Alert automation](https://mintcdn.com/mile-app/JlYib2YfcGFk65pR/images/v4/whats-new/send-alert.png?fit=max\&auto=format\&n=JlYib2YfcGFk65pR\&q=85\&s=70665ee4c53a8f48f54d7a90d768a041)

* **Send Alert** raises your own alert when something happens to a task, with a title, a message and details from the task.
* **Create Order, Update Order Field and Update Order Status** keep orders in step with the tasks behind them.

### Chat and Alert

The **Monitoring** menu now holds three pages: **Tracking**, **Chat** and **Alert**. Chat and Alert are brand new.

#### Chat

![Chatting with a driver](https://mintcdn.com/mile-app/WPibWyW63U4l5gcF/images/v4/whats-new/chat.png?fit=max\&auto=format\&n=WPibWyW63U4l5gcF\&q=85\&s=24f90167dad5ba3a3564d8f51c4fa284)

* **Talk to your drivers** without leaving the app. No more switching to WhatsApp.
* **Broadcast** one message to many drivers at once.
* **Never miss a reply**: an unread badge shows who is waiting.

[Learn more →](https://docsy3.mile.app/pages/monitoring/chat/introduction.md)

#### Alert

![The alert list](https://mintcdn.com/mile-app/WPibWyW63U4l5gcF/images/v4/whats-new/alert-history.png?fit=max\&auto=format\&n=WPibWyW63U4l5gcF\&q=85\&s=ebcdb09b7e6ee81a9a520c0dc44f1568)

* **Every alert in one list**: geofence, idle, lateness, route deviation, overspeed and your own Send Alert alerts.
* **See what is open** at a glance with the totals at the top, and resolve each alert with a note.

[Learn more →](https://docsy3.mile.app/pages/monitoring/alert.md)

### Schedule Calendar

![Task schedules on a month calendar](https://mintcdn.com/mile-app/WPibWyW63U4l5gcF/images/v4/whats-new/schedule-calendar.png?fit=max\&auto=format\&n=WPibWyW63U4l5gcF\&q=85\&s=93d7c25c623553b81c9633fd319fc087)

* **See your whole month at a glance.** Switch from List to **Calendar** in Planning › Schedule, for task and routing schedules.
* **Colour tells the story**: blue for what runs next, green for runs that succeeded, red for runs that failed.
* **Spot gaps and busy days** before they happen.

[Learn more →](https://docsy3.mile.app/pages/planning/schedule/calendar-view.md)

### Routing Schedule

![A list of routing schedules](https://mintcdn.com/mile-app/WPibWyW63U4l5gcF/images/v4/whats-new/routing-schedule.png?fit=max\&auto=format\&n=WPibWyW63U4l5gcF\&q=85\&s=f6422f55aad2f109f1ffaf30693003fa)

* **Plan routes on autopilot.** Route optimization runs daily, weekly, monthly or on dates you pick.
* **Routes are ready** before your team starts the day.

[Learn more →](https://docsy3.mile.app/pages/planning/schedule/routing-schedule/introduction.md)

## Better than before

Features you already know, now faster and easier.

![Live tracking map](https://mintcdn.com/mile-app/JlYib2YfcGFk65pR/images/v4/whats-new/tracking.png?fit=max\&auto=format\&n=JlYib2YfcGFk65pR\&q=85\&s=d86cee9137ae73f975f50b86edbc8050)

*Tracking now updates live, and you can open a chat with any driver from the map.*

| Area | What's better |
| - | - |
| Tracking | Updates live instead of every few minutes. Chat with a driver or **broadcast** to many drivers straight from the map. Emergency alerts appear on screen wherever you are, in the notifications bell and as a pin on the map. |
| Task list | One table for every task, or cards on a phone. Filters are kept in the page address, so a filtered list can be bookmarked or shared. Columns can be resized, hidden and reordered. **Do Task on the web** uses a built-in form. |
| Routing | **Visit** has a full-width table and its own map window. **Configuration** saves each change as you make it and imports vehicles from a spreadsheet. **Result** has a Summary tab, separate ETA and ETD, and stays fast with very large fleets. |
| Insight | Now in the menu as **Analytics › Insight**: ask in plain words in a chat, and keep every conversation. |
| Task schedule | See a preview of when the next tasks will be created. |
| Flow builder | **Build with AI** retries by itself when the first draft has errors. The builder warns you before you leave with unsaved changes. |
| Data source | Search matches every field of a record. |
| Geofence | Search for an address and draw your own polygon. |
| Sign-in security | Send the sign-in code by email, WhatsApp or SMS, chosen per role. |
| Custom Module | Add pages built for you inside the app, placed as a menu or a submenu. |
| Change Password | Shows how strong the new password is. |
| Switching to this version | One click on **Try the new version** in the previous app signs you in here, no password needed. |

## The new menu at a glance

The left menu now has six entries, and Settings opens its own menu.

![The new left menu](https://mintcdn.com/mile-app/WPibWyW63U4l5gcF/images/v4/whats-new/new-menu.png?fit=max\&auto=format\&n=WPibWyW63U4l5gcF\&q=85\&s=8f57a2a3a5d4c362c57db5cb14438bca)

1. **Analytics**: Dashboard, Insight and Report.
2. **Planning**: Routing (Visit, Configuration, Result) and Schedule (Task, Routing).
3. **Monitoring**: Tracking, Alert and Chat.
4. **Activities**: Task (with Gallery) and Order.
5. **Workflow**: Data Type, Data Source, Flow, Order Type, Automation and Automation Group.
6. **Export & Import**: Export and Import.
7. **Settings**: users, roles, hubs, monitoring settings and extensions.

## Where did my page go?

Old links and bookmarks still work: they open the page in its new place.

| Before | Now | What changed |
| - | - | - |
| Dashboard › Task | Analytics › Dashboard | Replaced by dashboards you build yourself. The old view is available as the "Default Dashboard" template. |
| Dashboard › AI Insight | Analytics › Insight | Now a visible menu with a chat you can ask in plain language. |
| *(new)* | Analytics › Report | Saved reports on tasks and data source records. |
| Route › Visit | Planning › Routing › Visit | Same page, new place. |
| Route › Configuration | Planning › Routing › Configuration | Vehicles are now managed here. |
| Route › Result | Planning › Routing › Result | Adds a Summary tab. |
| Task › Schedule | Planning › Schedule › Task | Adds a preview of the upcoming runs. |
| *(new)* | Planning › Schedule › Routing | Run route planning on a repeating schedule. |
| Task › Tracking | Monitoring › Tracking | Updates live, and chat with drivers happens here. |
| *(new)* | Monitoring › Alert | A history of every alert raised for your drivers. |
| *(new)* | Monitoring › Chat | Chat with your drivers and broadcast messages, with an unread badge. |
| Task › Task | Activities › Task | Opens first after you sign in. |
| Task › Gallery | Activities › Task › Gallery | Opened from the Tasks / Gallery switch beside the task search. |
| *(new)* | Activities › Order | Create, import and follow orders. |
| Task › Geofence | Settings › Geofence | Moved to the Monitoring group in Settings. |
| Data › Type | Data Type | Its own menu. |
| Data › Data Source | Data Source | Its own menu, with the data types listed beside the records. |
| Flow › Flow | Workflow › Flow | Same name, new place. |
| Flow › Automation | Workflow › Automation | Same page, new place. |
| *(new)* | Workflow › Order Type | Design the fields and statuses of your orders. |
| *(new)* | Workflow › Automation Group | Multilevel automation: several automations chained on one canvas. |
| Import & Export › Data Export | Export & Import › Export | Renamed; Export now comes first. |
| Import & Export › Data Import | Export & Import › Import | Renamed, and now imports tasks as well as data source records. |
| Setting | Settings | Opens its own menu, grouped into Users & Access, Workspace, Monitoring, Extensions and Other. |
| Help links at the bottom of the menu | Help button in the top bar | Documentation, the field app download and contact links moved to the **?** button. |
| Release notes | Notifications bell | Shown as a news tab in the bell. |


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