Getting Started

Board & Schedules Overview
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....
Thu, 9 Sep, 2021 at 1:32 PM
Planner Overview
Planner Overview In your Project, clicking on the Planner option gives you access to a multi-party real-time digital Plan Board that makes it a breeze t...
Thu, 9 Sep, 2021 at 1:32 PM
Schedule Overview
  The Planner Schedule shows your Project Tasks set out in a Gantt chart.  The Schedule shows you the Start and Finish dates of your Tasks across a specifi...
Thu, 9 Sep, 2021 at 1:33 PM
Risks Overview
The Risks Overview Mode lets you Define and Assign Risk Factors to Tasks in your Plan Board.  The following data can be associated with a specific Risk: R...
Thu, 9 Sep, 2021 at 1:33 PM
Resources Overview
The Resources Mode lets you manage all the Resources associated with Tasks in your Plan Board.  The following Columns are associated with any Resource: ...
Thu, 9 Sep, 2021 at 1:33 PM
Calendars Overview
The Calendars Mode lets you select a Specific Calendar for each Plan Board.  The following Calendars are prepopulated: CALENDAR NAME DAY RANGE TIMES ...
Thu, 9 Sep, 2021 at 1:34 PM
Planner Overview - Tablet
On your Mobile Tablet,  Tapping on the down caret for Planner Mode lets you manage the following Areas. Click on each area to learn more: My Work Que...
Thu, 9 Sep, 2021 at 1:32 PM
Planner Mode - My Work Queue - Tablet
'My Work Queue' Overview On your Device, Planner Mode, defaults to the 'My Work Queue' planner option.   The 'My Work Queue...
Thu, 9 Sep, 2021 at 1:35 PM
Planner Mode - Boards & Schedules - Tablet
The Functionality on a Tablet for the Plan Board, Schedule, Risks, Resources and Calendar is the same as on your desktop. Plan Board Schedul...
Thu, 9 Sep, 2021 at 10:06 AM
Planner Mode - Calendar View - Tablet
'Calendar View' Overview On your Device, under Planner, you can select the 'Calendar View' option to See all the Scheduled and Compl...
Thu, 9 Sep, 2021 at 1:35 PM