The Plan Board on Desktop and Devices helps in planning high-level tasks, breaking them down into smaller tasks, and dispatching them to the right resource. It also shows the progress and percentage of completion of the task in real-time.  

Plan Board

  • As a Project Team Member,  user can view Boards assigned to and update any daily/weekly Tags assigned.


  • The Schedule in planner will allow the view of  Project Tasks set out in a Gantt chart (bar chart that illustrates a project schedule).  The Schedule shows the Start and Finish dates of Tasks across a specified timeline. 


  • The Risks in planner will allow users to Define and Assign Risk Factors to Tasks in your Plan Board. Users can access data associated with Response, Cause, Probability, Severity, Priority types of Risk.


  • The Resources in planner will allow users to manage all the Resources associated with Tasks in the Plan Board. Users can see the below information in the resources section.


  • The Calendar in planner will allow users to select a Specific Calendar for each Plan Board. The Calendar can be accessed by using the path Planner > Calendar.

Note: The functions on a Device remain same as that of the desktop version.

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: Jan-02-23