Rollup Tags are created on Plan Boards. These are high-level summary tasks.

Users can create them by clicking on the '+ Create Tag' in the Tag Shelf at the bottom of the board.

Enter the name, description for the tag and then check the 'Rollup Task' checkbox

Clicking on the 'Save' Button will create the tag as a Rollup Task.

When you are creating a Tag on a Dispatch Board, these Rollup Tasks show up as a list in the 'Scheduling Rollup Items' field. All the tags created by selecting a roll-up task in the 'Scheduling Rollup Items' get listed under the same Rollup Task when the board is grouped by 'Rollups'.

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