Planner Mode

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
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
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
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
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
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
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
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
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
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