WorkRounds
Creating a Round
How to create a round, what each field means, and what becomes available once the round is saved.
From Work > Rounds, click New Round to open the round popup. If you can work across more than one business, the popup opens on a Business tab first, then the main fields sit in the Round Information tab. Creating the round gives you the container first. You can attach jobs to it afterwards from the job side of the app.
Round Information
- Name: This is the label the team will search for and recognise later. Use the name you would naturally use in the office or on the road, because this same name appears in job forms, job filters, and grouped planning views.
- Color: Pick the colour you want tied to this round. Work Planner stores a full hex value such as
#FF5733, and that colour is reused wherever the round is shown with a badge or grouped label. - Archived: Leave this unticked for a live round. Turn it on only if you are creating a round that should stay on file but should not be part of current active use.
What Save Actually Does
- Creates the round record: The round appears on the Rounds list straight away.
- Makes it selectable on jobs: Once the round exists, jobs can be linked to it from job forms and filters.
- Starts empty: Saving the popup does not add jobs automatically. The round has to be populated by assigning jobs to it later.
- Adds no schedule by itself: A round is a grouping and ordering tool. It does not create due dates, repeat rules, or planner dates on its own.
When To Leave Archived Alone
Most new rounds should be saved as active. If you archive a brand-new round immediately, it is harder for the team to pick it up naturally in day-to-day planning and filtering.
Related articles
- Rounds List: Shows where the new round appears after saving.
- Editing a Round: Useful when the name, colour, or archive status needs changing later.
- How Rounds Affect Scheduling and Planning: Explains what the round will and will not change elsewhere in Work Planner.