To Create a Tag in your Planner Board, first, Click on the '+ Create Tag' button. Clicking on the button will open the Tag Properties Page. 

 

 

 

In the Tag Properties Page,  Fill in all the values and click the ‘Add’ button. The Tag  will get added to your Plan Board on the Start Date Specified in your Card.  If you do not specify a Start Date,  your Tag will save to your Tag Shelf

NOTE:  The fields displayed on the Tags change based on the type of Board(Plan or Dispatch) and the Board's configuration.

 

 




Planner Overview

Planner Overview

Boards & Schedules Overview

Schedule Overview

Risks Overview

Resources Overview

Calendars Overview

Dispatch View Overview

Daily Reports Overview


Planner on Devices

Planner Overview - Tablet

Planner - My Work Queue - Tablet

Planner - Boards & Schedules - Tablet

Planner - Calendar View - Tablet

Planner - Daily Reports - Tablet


Board 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


Board Tags How To?

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

How to Auto Dispatch Tags

How to Group Tags

How to Filter Tags

How to Filter Tags by Date

How to Add a Comment to a Tag

How to Add Constraint/Issue to a Tag

How to Link Tags

How to Set a Tag as Complete

How to set a Tag as Verified

How to Copy a Tag

How to Delete a Tag

How to create Rollup Tags

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-13-21