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Support for Appian integrations with D2Link to end Jan. 15, 2026
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Daily Planner User Guide
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
View all 6
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
View all 6
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
View all 9
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
View all 9
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
View all 6
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