Step 1: Start run creation
Go to Runs → Create Run
Step 2: Enter run details
Name
Date
Driver
Vehicle
Driver notes (optional)
Estimated start/end times (optional)
Step 3: Select tasks
Map shows available UNSCHEDULED tasks
Filter by:
Site
Preferred date range
Customer
Click tasks to add to the run
(Tasks can also be pre-selected from the task details page.)
Step 4: Order tasks
Drag and drop to reorder
The order determines the driver’s sequence
Step 5: Create run
Confirm details
Ensure at least one task is selected
Click Create Run
After creation
Selected tasks become SCHEDULED
Run appears in Runs list and Calendar
Assigned driver can view the run
Best practices
Group tasks geographically
Respect preferred dates
Ensure drop-offs occur before collections where required
Match vehicle capacity to task requirements
Use realistic time estimates