Skip to main content

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.

View Modes​

The Activity Planner supports two view modes:

  • Monthly — A full month calendar grid (default view)
  • Weekly — A focused 7-day calendar strip with more detail per day

Switch between views using the Monthly / Weekly toggle in the calendar header bar, next to the collapse and config buttons. Your selected view mode is remembered in your browser so it persists across sessions.

Monthly Calendar​

The monthly view shows a traditional calendar grid. 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 monthly calendar with color-coded days

Activity planner monthly calendar with color-coded days

Weekly Calendar​

The weekly view provides a focused look at a single week, displayed as a horizontal strip of 7 day columns (Monday through Sunday).

What Each Day Shows​

Each day column displays:

  • Day name and date (e.g., "Mon Mar 9")
  • Completed / Total activity count (e.g., "3/5")
  • Completed value / Total value (e.g., "€75/€250")
  • Completion progress bar showing the ratio of completed to total activities
  • Color-coded background using the same threshold settings as the monthly view (blue/yellow/red)
  • Today highlight — today's column is highlighted with a blue ring border

Weekly calendar strip showing 7 day columns with activity stats

Weekly calendar strip showing 7 day columns with daily activity counts, values, and progress bars

Week Navigation​

  • Use the left and right arrows to move to the previous or next week.
  • Click the Today button to jump back to the current week.
  • The week number is displayed in the header (e.g., "Week 11").

Weekly Summary​

A summary strip shows aggregated stats for the entire visible week:

  • Total Activities — sum across all 7 days
  • Completed Activities — sum across all 7 days
  • Total Value — sum across all 7 days
  • Completed Value — sum across all 7 days

Clicking a Day​

Click a day column to filter the activity table below to show only that day's activities. Click the same day again to deselect it and show all activities for the week.

Collapsing the Weekly Calendar​

The weekly calendar supports the same collapse/expand toggle as the monthly view. When collapsed, a compact bar shows the week date range (e.g., "Mar 9 – Mar 15, 2026") and weekly totals.

Switching Between Views​

When switching from monthly to weekly, the weekly view centers on the week containing today (or the currently selected date). When switching from weekly to monthly, the month containing the current week is shown. All active filters, search terms, and sort settings are preserved when switching views.

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. The tag dropdown includes:
    • A search field to quickly find tags by name.
    • Selected tags pinned at the top so your active filters are always visible.
    • Auto Tags and Manual Tags shown in collapsible sections.
    • A count badge on the button (e.g., "Tags (3)") showing how many tag filters are active.
  • Search — Full-text search across activity titles and details.

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

Show Cancelled Toggle​

Cancelled activities are hidden from the planner by default. Use the "Show cancelled" toggle above the activity table to reveal them. When shown, cancelled activities appear with muted styling and a "Cancelled" badge. The toggle resets when you leave the page.

When cancelled activities are visible, administrators can restore them back to Scheduled status using the Restore option in the row action menu. See Cancelled Activities for details.

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​

Was this page helpful?