On Tablet, Tapping on the down caret for Planner Mode allows user to manage the following Areas.

My Work Queue (Default)

  • The 'My Work Queue' Planner Mode option lets you manage Daily Tasks that are assigned to you, and also request Safety Permits or Tasks.  

Boards & Schedules

  • The 'Boards & Schedules' Planner Mode option lets you View and edit Planner Boards, Schedules, Risks, Resources and Calendars.

Calendar View

  • The 'Calendar View' Planner Mode option lets you view and schedule specific User's daily tasks.


Daily Reports

  • The 'Daily Resources' Planner Mode option lets you View and Approve Daily Reports for a Selected Period of Time.


Planner Overview

Planner Overview

Boards & Schedules 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

How To?

Boards Overview

What is Plan View

What are Different Boards Types

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 the Tag Shelf

How to Create a Tag

How to Create a Priority Tag

How to Create a Milestone

How to Dispatch a Tag

Last Updated: Sep-20-22