Plan Board
- These boards are created to set up high level summary of tasks. These tasks can be later associated with Dispatch Board work Tags to track the progress.
Dispatch Board
- These boards are created to create detailed actual work tasks and assign to people, teams or companies. Once dispatched, these tasks are accessible by the assigned resource and update the status on the task.
Planner Overview
Planner on Devices
Planner - My Work Queue - Tablet
Planner - Boards & Schedules - Tablet
Planner - Calendar View - Tablet
Planner - Daily Reports - Tablet
Board How To?
What are Different Boards Types
Board Tags How To?
How to Add Constraint/Issue to a Tag
How to assign Rollups to a tag
How to Set a Default GPS Location on Tag
How to Add a New Location to Sub Levels in Location Manager
How to Add/Modify Custom Location on Tag
Last Updated: Sep-20-22