About Daily Planner 2

• About Daily Planner
• Appian Daily Planner User Guide (PDF)

Setting Up Daily Planner 2

• DRTrack Required Information for Daily Planner
• Navigating to DRTrack

Daily Planner Organization & Management 4

• Organization & Management Page
• Daily Planner Branches Page
• Daily Planner Assets Page
• Daily Planner Trucks Page

Navigating Daily Planner 2

• General Layout
• Working with Route Color Labels

Daily Planner Dashboard 5

• About the Dashboard
• Single Route View
• Route Bar Chart
• Stops Bar Chart
• Tracking Gantt Chart

Daily Planner Route Planning 6

• About Route Planning
• Set Default Aliases
• Unloaded Orders
• Truck Profile
• Route Building Wizard

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Daily Planner Route Planning Options 10

• Build Route with Route Building Wizard
• Populating Orders to Daily Planner
• Boundaries
• Selective Route Building
• Map Panel and Interactions

View all 10

Daily Planner Managing and Editing Routes 6

• About Managing and Editing
• Moving Stops by Dragging and Dropping a Card
• Moving Stops Between Routes on the Map
• Route Card Kebab and Bulk Actions Menu
• Finalize Routes

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Daily Planner Unloaded Order Cards 9

• About Unloaded Order Cards
• Card View or Grid View
• Filter and Sort Unloaded Orders
• Multi-Select Tool
• Geocode Multiple Orders

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Daily Planner Card Layout Editor 4

• About the Card Layout Editor
• Card Styles and Layouts
• Create a New Layout
• Creating a Default Card

Daily Planner Dispatch 4

• About Dispatch
• Dispatch Dashboard
• Assignment Data Grid
• Exporting Routes to Customer Communication Manager

Daily Planner Boundaries 1

• About Boundaries

Daily Planner Fixed Routes 9

• About Fixed Routes
• Create or Edit a Fixed Route
• Delete or Unload a Fixed Route
• Including Predefined Routes in Route Planning
• Trim Expected Orders

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Daily Planner Trucks 3

• About Trucks
• Search Truck Records
• Managing Truck Records

Daily Planner Points of Interest (POI) 6

• About Points of Interest (POI)
• Creating, Editing, and Deleting POIs
• POI Panel and Map Cards
• Searching, Sorting, and Filtering POIs
• Assigning POIs

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Daily Planner Accounts 13

• About Accounts
• Creating Accounts
• Editing Accounts
• Sorting and Filters
• Searching Accounts

View all 13

Daily Planner Preferences 5

• Prescriptive Intelligence
• Aliases
• Algorithm
• Distances
• Vehicle and Navigation Settings