In Planner, when you hover over a Tag, the toolbar at the bottom has a Constraint/Issue icon. When you click on the icon it will open a Constraint/Issue pop-up window. 


 

In the Constraint/Issue Pop-up window, first select whether you want to add a Constraint or an Issue. Next, select the Constraint/Issue Category and enter a description for the Issue or Category being created. Finally, click add to create it.


 

With your Constraint/Issue Submitted,  at any point, you can click on the highlighted yellow icon to view the Constraints & Issues for the Tag.



Replying to Constraint / Issue

At any point, you have the option to reply to a Constraint /Issue. Simply click on the yellow Constraint icon on your Tag and in the Constraint/Issue Pop-up,  click on the ‘Reply' button.  Type in your response and click the  'Sendbutton to add your Reply.



Adding a New Constraint / Issue to the existing thread

To add a new Constraint / Issue on a tag with an already existing Constraint/Issue, simply click on the ‘Add New’ button on the popup. The constraint/ issue added gets appended below the existing ones.



Resolve or Delete a comment

To Resolve or Delete a comment, simply click on the triple dot menu in the Constraints/Issues Popup and select either the Resolve or Delete Option. 



Constraints & Issues from Tag Details Page

In Planner, Constraints/issues can be created directly from Tag Details by opening a Tag.  With the Tag Details page opened,  simply click on the ‘Constraint/Issue’ icon at the top of the page. You can also Create, Reply, Resolve and Delete Constraints & Issues from the Tag Details Page. 

If a Constraint/Issue already exists for a Tag, then the icon will be highlighted in yellow as shown below.



Planner Overview

Planner Overview

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Boards Overview

Schedule Overview

Risks Overview

Resources Overview

Calendars Overview

Dispatch View Overview

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Planner on Devices

Planner Overview - Tablet

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Board Tags How To?

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How to Filter Tags

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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

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How to assign Rollups to a tag

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How to Add/Modify Custom Location on Tag

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Last Updated: Oct-10-22