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.
Boards & Schedules 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
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