The Route Planner Page

The Route Planner is FlowForth's dispatch board — the central hub for organizing daily routes, assigning activities, and managing your team's workload.

Accessing the Route Planner

Navigate to Route Planner from the main navigation menu. The planner opens to the current date by default.

Date Navigation

The planner includes date navigation controls at the top of the page:

• Previous / Next arrows — Move one day forward or backward.
• Today button — Jump back to the current date.
• Calendar control — Click the date to open a calendar picker for fast navigation to any date.

Route planner date navigation controls

Page Layout

The Route Planner page is divided into two main areas:

Routes Section

The left side shows all routes for the selected date. Each route card displays:

• Route name and status
• Assigned team members (if any)
• Activity count — how many activities are in the route
• Total travel time and total distance
• Activity list — each activity with its title, location, time, and travel info from the previous activity

Route cards can be expanded or collapsed to show or hide their activities.

Route planner with route cards showing activities

Unassigned Activities

The right side shows all activities scheduled for the selected date that are not yet assigned to a route. These are the activities you need to plan.

You can filter unassigned activities by:

• Tags — Filter by one or more activity tags
• City — Filter by the city of the activity's location

Unassigned activities panel with filters

Working with Routes

From the Route Planner, you can:

• Create a route — Click the Create Route button to add a new route for the selected date.
• Edit a route — Click on a route to modify its name or assigned users.
• Delete a route — Remove a route (activities return to the unassigned pool).
• Drag activities — Drag activities from the unassigned panel into route cards, or between routes.
• Reorder activities — Drag activities within a route to change their sequence.
• View the map — Open the activity map to visualize routes geographically.

Route Status Indicators

Each route card shows its current status with a visual indicator:

Status	Description
Draft	No team members assigned — route needs attention
Assigned	Team members assigned — ready for the day
In Progress	Work has started on this route
Completed	All activities finished
Cancelled	Route has been cancelled

What's Next?

• Assign activities — Learn how to drag activities into routes. See Assigning Activities to Routes.
• Assign team members — Assign employees to routes. See Assigning Users to Routes.
• Automate route creation — Use templates to generate routes automatically. See Route Templates.
• View on map — Visualize activities and travel paths on a map. See Using the Activity Map.