User must first go to the Home Screen on the top left in the Planner.
To edit a Plan Board, first Select the Board you would like to edit and and then Click on the Edit pencil icon on the Toolbar.
- In the Properties Page of the selected Board, User can edit the following fields: Notes, Location Type, Default App. User also has the option to Delete the Board.
Note: Only roles with Edit Permissions can Edit or Delete a Board.
- Board can also be edited by opening the board and clicking the 'edit' toolbar option.
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: Oct-06-22