Planner Overview

In your Project, clicking on the Planner option gives you access to a multi-party real-time digital Plan Board that makes it a breeze to organize and dispatch work.  Whether you're on mobile or desktop, in the trailer or in the office, your project progress is always up to-date. 


Clicking on Planner lets you select from one of the following 3 options: 

Boards & Schedules - 
The 'Boards & Schedules' Planner Mode option lets you Create, View and edit Planner Boards, Schedules, Risks, Resources and Calendars.

Dispatch View

The 'Dispatch View' Planner Mode option lets you view and schedule Team Member's daily tasks.

Daily Reports -  

The 'Daily Reports' Planner Mode option lets you View and Approve Daily Reports for a Selected Period of Time.

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

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: Sep-09-21