The Dispatched Tags on the Planner, when double clicked displays the Tag Details Page in Read-Only format. If a user wants to view the Smart Item Properties Page, then the User has to click on the SmartApp icon displayed on the Tag.

Status on Tag Details Page:

Once a tag is dispatched, upon double clicking on the Dispatch Tag, the Tag Details Page displays are in Read-only format 

as shown in the screenshot below. All the details displayed on the Tag Details page is in Read-Only format. Users should be able to add/reply to 'Comments' and add/reply to 'Constraints & Issues' from the Tag. The 'Save' button is also hidden in the page. The 'Status' and the 'Percent Complete' is displayed at the bottom of the Tag Details page.

Open Item Properties From the Tag:

Users can open the Smart Item Properties page by clicking on the SmartApp Icon displayed on the Tag to the

left of the name of the tag. Once the User Clicks on the icon it displays the respective Smart Item Properties Page according to the tag security and the SmartApp security for the logged-in User  based on the specific tag. If the logged-in user doesn't have access to the associated App, the Smart Items properties page is not displayed to the User.

Planner Overview

Planner Overview

Boards & Schedules Overview

Boards Overview

Schedule Overview

Risks Overview

Resources Overview

Calendars Overview

Dispatch View Overview

Daily Reports Overview

Weather Forecasts on Boards 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 Create Milestones Dynamically from Rollups 

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

PLANNERâ„¢ Settings

Work Teams

Daily Settings


Work Categories





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Last Updated: Oct-11-22