WorkRounds
Editing a Round
How to edit an existing round and what changes when you rename it, recolour it, or archive it.
Open the round first, then choose Edit round, down the right of its Details tab, or Edit at the top right on a phone. The edit popup comes back on the Round Information tab because the business context is already fixed, but the same three fields still affect jobs and planning screens that already use the round.
What Each Change Does
- Name: Renaming a round updates the label people see later in job records, filters, planner groupings, and round searches. This is safe when you are tidying names, but it can confuse the team if the old name is still in day-to-day use.
- Color: Changing the colour updates the visual marker used when the round is shown elsewhere. It does not change the jobs in the round, only how that round is recognised on screen.
- Archived: Archiving keeps the round on file but marks it as retired. Active lists open without archived rounds, and planner logic ignores archived round groupings when it is building the live planning view.
What Editing Does Not Change
- No job dates move: Editing a round does not touch due dates, repeat rules, or next due calculations.
- No jobs are removed: Jobs already linked to the round stay linked unless you change those jobs separately.
- No new order is set: If you need to change the running order inside the round, use the dedicated reorder popup rather than the edit popup.
A Good Time To Archive
Archive a round when the route is no longer part of live operations but you still want the history. If the team is still planning work against it, leave it active and clean it up later.
Related articles
- Creating a Round: Useful if you want to compare the original setup fields with later editing.
- Round Detail View: Shows the information you can review before deciding what to change.
- Reordering Jobs in a Round: Use this when the problem is the visit order rather than the round details.