In the Project, clicking on the Planner Mode gives the access to multi-party real-time digital Plan Board to organize and dispatch work. Whether on Mobile or Desktop, in the trailer or in the office, the 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 allows users to Create, View and Edit Planner Boards, Schedules, Risks, Resources and Calendars.

Dispatch View: The 'Dispatch View' Planner Mode allows the Users to view and schedule the daily tasks of Team Members.

Daily Reports: The 'Daily Reports' Planner Mode allows the Users to View and Approve Daily Reports for a Selected Period of Time according to Dates, Weeks and Months.

Planner Overview

Planner Overview

Boards & Schedules Overview

Boards 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?

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 Plan View

What are Different Boards Types

Board Tags How To?

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

What is the Tag Shelf

Last Updated: Oct-04-22