The Plan Board has the option to change the Visual Preferences on Tags by clicking on the edit button in the board or by selecting the edit button from the Board section as shown below.

  • The Visual preference option will allow the user to change the visuals of Water marks and Cardshape  for the Tag status .
    Note: The Visual Preferences prior the changes will be default ones.

  • Clicking on the save post the changes will add the Visual Preferences to the Board.

            Note: If the changes are not saved the Visual Preferences will be default.


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





Default Board

Last Updated: Jan-02-23