Planner Mode

Boards & Schedules Overview
Boards 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...
Tue, 4 Oct, 2022 at 7:42 AM
What is a Plan View?
Plan View:  Plan View is the Default View for a Planner which displays the Default Board set with five tabs on the left Panel: Boards Schedule Risks ...
Tue, 4 Oct, 2022 at 7:51 AM
Planner Overview
In the Project, clicking on the Planner Mode gives the access to multi-party real-time digital Plan Board to organize and dispatch work. Whether on Mobile o...
Tue, 4 Oct, 2022 at 7:57 AM
What are the Different Types of Boards?
Plan Board: These boards are created to set up high level summary of tasks. These tasks can be later associated with Dispatch Board work Tags to track the...
Tue, 4 Oct, 2022 at 8:00 AM
Schedule Overview
The Planner Schedule shows the Project Tasks set out in a Gantt Chart (Bar Chart that illustrates a Project Schedule). The Schedule shows Start and Finish D...
Tue, 4 Oct, 2022 at 8:23 AM
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 ...
Tue, 20 Sep, 2022 at 5:11 AM
Risks Overview
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, ...
Wed, 24 Aug, 2022 at 3:17 AM
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.    ...
Tue, 20 Sep, 2022 at 5:13 AM
Resources Overview
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 re...
Wed, 24 Aug, 2022 at 3:31 AM
How to Edit a Board?
User must first go to the Home screen on the top left. To edit a Plan Board, first Select the Board you would like to edit and and then Click on the Edit pe...
Tue, 20 Sep, 2022 at 5:15 AM