Use the drivers planner
Plan trips, timeslots and calendar events per driver on a day, two-day or week timeline, and drag work onto drivers.
Updated October 5, 2026
The drivers planner shows one lane per driver along a timeline. On each lane you see the driver's trips, timeslots, calendar events, to-dos and planned actions. You use it to see who is free and to plan work directly on a driver.
Open the drivers planner
- Open the side menu (☰), choose Drivers and click Planner next to the list title. The planner opens on its own page.
- Or go to the dashboard, open the Planner tab and switch the type selector to Chauffeur.
Find your way around
- Choose the period: Day, 2 days or Week.
- Use the arrows to move through time, or Today to jump back.
- Type in the search field to find drivers by name.
- Use the filter and sort icons to narrow down and order the lanes. Your filters are remembered.
- Use the search panel on the left to find shipments and other items to plan.
Create work on a driver
- In the planner header, choose what a click on a lane creates: + Create trip, + Create calendar event, Create activity (a timeslot) or + Create action.
- Click an empty spot on the driver's lane at the time you want.
- Fill in the form that opens and click Save.
You can also right-click an empty spot and choose New trip here, Plan activity, New calendar event or Plan action.
Plan by dragging
- Drag a shipment from the side panel onto a driver's lane. Transportial creates a trip for that driver, starting at the time where you drop it, with the driver's first paired vehicle.
- Drag a trip bar to another time or another driver to move it.
- Drag a calendar event or a planned action marker to reschedule it.
- Drag a vehicle from the search panel onto the driver's name at the start of a lane to pair them.
If your planning settings split shipments when trips are created automatically, a dropped shipment only plans its first two actions. See Plan board settings.
Open and change items
- Click a trip to open it and make changes.
- Click a timeslot to change it, or to remove it with Remove if your role may delete timeslots. Tachograph timeslots are locked.
- Click a calendar event to edit it.
Bulk availability
Open the options menu in the planner header and choose Bulk availability to create timeslots, calendar events or to-dos for many drivers at once. See Plan driver availability.