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

CertsGroup 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 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-07-22