Rescheduling a Route
Sometimes an employee misses a day of work and their pending activities need to move to a different date. The Reschedule action lets you bulk-move all non-completed activities from an existing route to a new route on a chosen date.
What Happens When You Reschedule
When you reschedule a route, FlowForth:
- Creates a new route on the target date with the same name
- Moves all non-completed activities to the new route, updating each activity's scheduled date
- Preserves the employee assignment from the original route
- Recalculates travel times for the new route
- Deletes the original route if no activities remain on it
Which Activities Move?
Not all activities on a route are moved when you reschedule. FlowForth decides based on each activity's status:
| Activity status | What happens |
|---|---|
| Scheduled | Moves to the new route |
| In Progress | Moves to the new route |
| Can't Complete | Moves to the new route |
| Completed | Stays on the original route |
| Cancelled | Stays on the original route |
Activities marked as Paid Directly also stay on the original route, regardless of status.
If the original route has no remaining activities after the move, it is automatically deleted. Otherwise, completed and paid activities stay on the original route and date.
Before You Begin
You need the Organization Admin role to reschedule routes. The route must also have at least one non-completed activity to move.
Step-by-Step
- Navigate to the Route Planner page from the main navigation menu.
- Select the date of the route you want to reschedule.
- Find the route card and click the Reschedule button in the route card header (next to Edit and Delete).
- In the Reschedule dialog:
- Review the route name and current date.
- Review the summary showing how many activities will be moved and how many will remain.
- Select a New date using the date picker.
- Click Reschedule to confirm.
Reschedule route dialog showing activity counts and date picker
After rescheduling, the dispatch board refreshes. You will see a success message confirming how many activities were moved and to which date.
Important Notes
- The new date must be different from the route's current date.
- Rescheduling does not affect recurring activity series — only the single occurrence moves.
- Rescheduling does not send client notifications.
- Assigned employees are automatically copied to the new route.
Rescheduling cannot be undone in one click. If you need to move activities back, you would need to reschedule the new route back to the original date.
What's Next?
- View the new route — Navigate to the target date in the Route Planner to see the rescheduled route.
- Assign activities — Add more activities to the new route if needed. See Assigning Activities to Routes.
- Route planning overview — Learn more about how routes work. See Route Planning Overview.
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