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.
- The 'Calendar View' Planner Mode option lets you view and schedule specific User's daily tasks.
- The 'Daily Resources' Planner Mode option lets you View and Approve Daily Reports for a Selected Period of Time.
Boards & Schedules 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
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