In the Plan Board, Users have the option to Group Tags by specific criteria.
Users can click on the Grouping option to the left in the Search field and group by one of the following options:
Users: Group by Users
Companies: Group by Companies
Trades: Group by Trades
Skills: Group by Skills
Certs: Group by Certificates
Work Category: Group by Work Category
Locations: Group by Locations
Status: Group by Status
Rollups: Group by Rollups
Statistics of Tasks displayed on Groups
When you group by any of the grouping options above and then hover on a Grey Group Bar, the tooltip gives additional statistics of the Work Tags in that group as shown in the below picture. The stats that are shown will vary based on the Grouping Type you selected.
In the Example below, the board is Grouped by Work Team. When you hover over a Group Bar, you see the Status of the selected Work Team.
Planner Overview
Planner on Devices
Planner - My Work Queue - Tablet
Planner - Boards & Schedules - Tablet
Planner - Calendar View - Tablet
Planner - Daily Reports - Tablet
Board How To?
What are Different Boards Types
Board Tags How To?
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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: Oct-07-22