Route Planning Overview

Routes in FlowForth let you organize the day's activities into logical groups and assign them to team members. Route planning is how you turn a list of scheduled activities into an actionable daily plan for your workforce.

Watch: Route planning walkthrough

What Is a Route?

A route is a collection of activities grouped together for a specific date. Each route can be assigned to one or more team members, and FlowForth automatically calculates travel times and distances between activities using real road data.

How Routes Are Used

Daily Planning

Routes connect activities to team members for daily execution:

• Activities are scheduled at Locations
• Routes group activities together for a specific date
• Team members are assigned to routes so they know what to work on
• Travel times between activities are calculated automatically

Route Status

Each route goes through a lifecycle represented by its status:

Status	Meaning
Draft	The route has been created but no team members are assigned yet
Assigned	One or more team members have been assigned to the route
In Progress	Work on the route has started
Completed	All activities on the route have been finished
Cancelled	The route was cancelled and will not be worked

Travel Information

When activities are added to a route, FlowForth calculates:

• Travel time between each consecutive activity (in minutes)
• Travel distance between activities (in kilometers)
• Total travel time and total distance for the entire route

This information helps you plan efficient routes that minimize travel time for your team.

Managing Routes

FlowForth provides several tools for working with routes:

Action	Description
Creating a Route	Create a new route for a specific date
The Route Planner Page	Use the dispatch board to plan and manage routes
Assigning Activities to Routes	Add activities to routes using drag-and-drop
Assigning Users to Routes	Assign team members to work a route
Route Templates	Automate route creation with reusable templates
Using the Activity Map	Visualize routes and activities on a map

Who Can Manage Routes?

Route management requires the Organization Admin role. Regular employees can view routes assigned to them and update activity statuses, but cannot create, edit, or delete routes.

For more about roles, see Understanding User Roles.

See also

• Activities Overview — Learn how activities are created and managed before being added to routes
• Navigating the Dashboard — Get familiar with the main dashboard where routes and daily plans come together
• Understanding User Roles — Review which roles can create, edit, and manage routes