In the Plan Board, Users have the option to Filter Tags by one or more specific criteria.   

Users can click on the Filtering option to the right in the Search field and select one or more criteria under the following filter options:

Type:  Filter by Type 

Priority: Filter by Priority

Status:  Filter  by Status

Date: Filter by Skills

Users: Filter by Users

Skills: Filter by Skills

Certs: Filter by Certificates

Companies: Filter by Companies

Work Teams: Filter by Work Teams

Location: Filter by Location

Trade: Filter by Trade

Roll Up: Filter by Roll Up

App Type: Filter by App Type

Constraints/Issues: Filter by Constraints/Issues

Need to Complete: Filter by Need to Complete

Assigned and Not used:

For certain filter options, when you try to filter, the filter shows two sets of options:

Assigned: Assigned list are those which have been used in one or more tags. 

Not used: Not used list are those which are part of the Project but haven't been used/assigned in the board as yet. 

Selecting an 'Not used' user and then grouping by users will list the 'not used' user also as a group. This will help in assigning this user, a task by dragging and dropping it from another user or from the tag shelf. This action can be performed when grouped by a work team, or a company or location etc.

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-10-22