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Using Cycles in the Planning Feature

This article shows how to use cycles within the planning feature.

Updated yesterday

Cycles is a way to keep track of different tasks being completed in your operation. When doing a task to a subset of yards or all yards, you can add visits to a 'cycle' which allows you to track the progress of that task.

For example, if you were going to treat all yards in the next 3 weeks, you could set up a cycle to track the treating progress as it happens.

The cycle will be considered complete once all visits are completed or the time frame of the cycle has expired.

1) Create the cycle

Create the cycle by clicking +Create Cycle or +add under the cycle section in planning

2) Name the cycle, select the Focus from the list, and enter the start and end dates of the cycle

3) Assign visits to the cycle

  • Create visits as you usually would, and assign them to any cycles they are apart of

4) Keep track of cycle progress in the planning tab

  • Cycles will have their own progress bar that updated when visits are completed within the cycle.

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