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Activity Planner

The Activity Planner is a calendar-based view for managing and scheduling your activities. It provides filtering, sorting, and bulk operations to help you organize work efficiently.

Accessing the Planner​

Navigate to Activity Planner from the main navigation menu. The planner opens to the current month by default.

Calendar Navigation​

The planner includes a calendar control at the top of the page. Each day in the calendar shows the number of activities scheduled, with color-coded indicators:

  • Blue — Normal activity count
  • Yellow — Moderate activity count
  • Red — High activity count

Click any date on the calendar to view the activities scheduled for that date range.

tip

You can customize the activity count thresholds for the calendar color coding. The thresholds are stored locally in your browser settings.

Activity planner calendar with color-coded days

Activity planner calendar with color-coded days

Filtering Activities​

The planner provides several filters to narrow down your view:

  • City — Filter by the city of the activity's location.
  • Status — Filter by activity status (Scheduled, In Progress, Completed, Cancelled, Can't Complete).
  • Tags — Filter by one or more activity tags.
  • Search — Full-text search across activity titles and details.

Filters can be combined to create a precise view of the activities you need.

Sorting​

You can sort the activity list by:

  • Date
  • Activity name
  • Client
  • Location
  • City
  • Route
  • Status
  • Price

Click a column header to sort by that field. Click again to reverse the sort order.

Selecting Activities​

Use the checkboxes to select one or more activities for bulk operations. A selection toolbar appears when activities are selected, showing the number of selected items and available actions.

Activity planner with selected activities and bulk action toolbar

Activity planner with selected activities and bulk action toolbar

Bulk Operations​

Reschedule Multiple Activities​

Move several activities to a new date at once:

  1. Select the activities you want to reschedule.
  2. Click Reschedule in the bulk action toolbar.
  3. Choose the new date.
  4. For recurring activities, you can choose whether to also reschedule future instances.
  5. Confirm the operation.

FlowForth will display a result showing how many activities were successfully rescheduled and how many failed.

Create Route​

Assign selected activities to a new route:

  1. Select the activities you want to include.
  2. Click Create Route in the bulk action toolbar.
  3. Choose the route settings and assign employees.
  4. Confirm the operation.

Clear from Routes​

Remove selected activities from their currently assigned routes:

  1. Select the activities to remove from routes.
  2. Click Clear from Routes in the bulk action toolbar.
  3. Confirm the operation.

The activities remain scheduled but are no longer assigned to any route.

Activity List​

Below the calendar, the activity list shows details for each activity including:

  • Activity title and description
  • Client and location name
  • Scheduled date and time
  • Current status
  • Assigned route (if any)
  • Price
  • Tags

Click on an activity to open its detail page.

See also​

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