WorkRounds
Creating a round
OverviewThis article explains how to use creating a round in Work Planner, including the main fields that shape how the rounds record behaves once it is saved.When to use thisUse this article when you are adding somethin
Overview
This article explains how to use creating a round in Work Planner, including the main fields that shape how the rounds record behaves once it is saved.
When to use this
Use this article when you are adding something new and want a clearer explanation of the fields and decisions on the create flow.
How it fits into the flow
Creating a round sits within Work / Rounds. It is designed to work alongside related articles such as Editing a round, How rounds affect scheduling, Round details, so users can move through the workflow without relying on one giant reference page.
Main actions
- Work through the form from top to bottom and check the values that affect downstream scheduling, pricing, or communication.
- Review any required fields before saving so the record is created or updated cleanly.
- Use the surrounding actions to return to the list or continue the workflow once the form is saved.
Important fields
- Name: Complete this value carefully before you save.
- Color: Complete this value carefully before you save.
- Archived: Turn this option on only when it applies to the current workflow.
- Validation: Name: Required. Text value. Maximum 255 characters.
- Validation: Color: Required. Text value. Follow the required format.
- Validation: Archived: Yes or no value.