How To

What is Plan View
Plan View is the default schedule for a project. It has five tabs: Boards Schedule Risks Resources Calendar You can Plan, Schedule and Dispatch ...
Tue, 14 Sep, 2021 at 9:23 AM
What are Different Boards Types
  Plan Board: These boards are created to set up high level summary tasks. These tasks can be later associated with Dispatch Board work Tags to track the p...
Mon, 13 Sep, 2021 at 4:53 PM
How to Create a Board
The Video Below shows you how to add either a Plan or Dispatch board to a Project.  To Read more about Plan and Dispatch Boards scroll Down.      Plan ...
Mon, 13 Sep, 2021 at 4:53 PM
How to Copy a Board
  To Copy a Board,  First Select the Board you would like to Copy. With the board selected,  click on the Copy Board button in the Plan View Toolbar.    ...
Mon, 13 Sep, 2021 at 4:53 PM
How to Edit a Board
  To edit a Plan Board, First, Select the Board you would like to edit and and then Click on the Edit button in the toolbar.      In the Board Prop...
Mon, 13 Sep, 2021 at 4:52 PM
How to Delete a Board
  In the Plan View,  click to Select the  Board you would like to Delete. With the Board Selected, click on the Delete Board button in the toolbar. This wi...
Mon, 13 Sep, 2021 at 4:52 PM
How to Group Boards
  In Planner, you have the option to Group Boards by Board Type: Dispatch Boards and Plan Boards.  To Group Boards, simply click on the Group By search but...
Mon, 13 Sep, 2021 at 4:52 PM
How to Filter Boards
  In Planner, you have the option to Filter Boards by the following criteria:   Board Types: (Plan Boards and Dispatch Boards) Work Units: (Based on the...
Mon, 13 Sep, 2021 at 4:51 PM
What is the Tag Shelf
  The Tag Shelf is where all Tags that you have created without a Start or End date are initially placed.  The Tag Shelf consists of a '+ Create Tag&...
Mon, 13 Sep, 2021 at 4:51 PM
How to Create a Tag
  To Create a Tag in your Planner Board, first, Click on the '+ Create Tag' button. Clicking on the button will open the Tag Properties Page.   ...
Mon, 13 Sep, 2021 at 4:49 PM