To edit a Plan Board, First, Select the Board you would like to edit and and then Click on the Edit button in the toolbar. 




In the Board Properties Page of the selected board, you can edit the following fields: Notes, Location Type, Default App.  You also have the option to Delete the Board as well. Only roles with Edit Permissions can edit a board. 


NOTE: You can also edit a Board by opening the board and clicking the 'edit' toolbar option.




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 a 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