Rounds help

Help for Rounds in Work Planner.

Articles

How Rounds Affect Scheduling and Planning

How rounds influence job grouping, planner views, round health, and visit order without replacing job schedules.

Read article

Reordering Jobs in a Round

How to drag jobs into the right order inside a round and what the reorder popup options do.

Read article

Round Detail View

What the round details popup shows, how to read the health bar, and where to find the jobs attached to the round.

Read article

Editing a Round

How to edit an existing round and what changes when you rename it, recolour it, or archive it.

Read article

Creating a Round

How to create a round, what each field means, and what becomes available once the round is saved.

Read article

Rounds List

How to use the Rounds list to review route health, search active and archived rounds, and open round actions.

Read article