Plan Board: These boards are created to set up high level summary tasks. These tasks can be later associated with Dispatch Board work Tags to track the progress.

Dispatch Board: These boards are created to create 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 Home

Calendars Overview

Plan Board Overview

Resources Overview

Risks Overview

Schedule Overview

How To?

Boards Overview

What is Plan View

What are Different Boards Types

How to Create a Board

How to Edit Board

How to Delete a Board

How to Group Boards

How to Filter Boards

What is the Tag Shelf

How to Create a Tag

How to Create a Priority Tag

How to Create a Milestone

How to Dispatch a Tag

Last Updated: Feb-17-21