Routes: give a whole route to one worker
Schedule dozens of jobs as one route card — the worker confirms once and works through the list.
Rufineous Emmanuel
Last Update a day ago
When one person is going to work through many jobs in a day — a run of poles, spans or sites — scheduling each job as its own shift creates noise. A route bundles them: one card, one worker, one time window, one confirmation.
Opening the route board
On the Schedule, click Add multiple. If your workspace has a route-type workstream you'll be asked what you want:
- Multiple shifts — "Fill in a row per shift." (the bulk grid for ordinary shifts)
- Allocate routes — "Give route lines to people at once."
Choose Allocate routes to open the Schedule routes board: "Tick the jobs and give them to someone with a shared time. Select by route to take a whole route in one tap."
Picking the jobs
The board lists every job in the workstream with its JOB, ROUTE, CLIENT and STATUS columns. Tick jobs individually, or click Select by route to pick entire routes at once — the dialog shows every route value with a checkbox, and Apply selects all of those routes' jobs in one go. You can tick several routes at a time; one route card can span more than one route value.
A running count shows how many jobs you've selected. Clear unticks everything.
Giving it to someone
Fill in the assign bar:
- Route title — what the card will be called, e.g. BAT7B17 spans.
- Give to — the worker. A route belongs to one person; if two people share an area, make two routes.
- The window — tap the date/time button to set the day and the start/end times (defaults to 08:00–17:00 today).
Then either:
- Save draft — the route is saved but invisible to the worker, or
- Publish — the route goes live immediately.
All the jobs must sit on the same route workstream, and a route is capped at 2,000 jobs.
What the worker experiences
A published route is one card in the worker's Today and Work tabs — "Route · 12 jobs" — with a Confirm button. Confirming once acknowledges the whole route; there's no need to confirm every job separately. As the worker sets job statuses, the card's progress bar fills: 7 of 12 done · 58%.
On your side, the route appears as a card in the Routes strip above the Schedule, showing the window, the assignee, the status pill and live progress. Open it to see every job, filter by route chips, and set statuses in bulk if you need to correct something from the office.
Tip: the route card's Share report button builds a PDF completion report you can send to your client — see The route completion report.
