Planner Mode

Planner Mode - Daily Reports - Tablet
'Daily Reports' Overview In your Project, when you select the 'Daily Reports' Planner option,  you will see all the Daily Reports yo...
Thu, 9 Sep, 2021 at 2:10 PM
How to Create a Priority Tag
  In Planner, when Creating new Tags, you have the option to set a Tag as a Priority Task.  To create a priority tag, start by creating a New Tag Card by c...
Mon, 13 Sep, 2021 at 4:49 PM
Dispatch View Overview
'Dispatch View' Overview In your Project,, under Planner, you can select the 'Dispatch View' option to See all the Scheduled and Com...
Thu, 9 Sep, 2021 at 1:36 PM
How to Create a Milestone
  In Planner, when Creating new Tags, you have the option to set a Tag as a Milestone.  A milestone is a specific point in time within a project life cycle...
Mon, 13 Sep, 2021 at 4:45 PM
Daily Reports Overview
'Daily Reports' Overview In your Project, when you select the 'Daily Reports' Planner option,  you will see all the Daily Reports yo...
Thu, 9 Sep, 2021 at 1:36 PM
How to Dispatch a Tag
In your Dispatch Board you can Dispatch a Tag by clicking on the Dispatch icon. The Tag gets dispatched and added as a task in the Schedule. Additionally, a...
Mon, 13 Sep, 2021 at 4:42 PM
Plan Board 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 1:36 PM
How to Auto Dispatch Tags
In your Dispatch Board you can set up Auto Dispatching by clicking on the Dispatch icon and selecting Dispatch Settings.  Auto Dispatching frequency firs...
Mon, 13 Sep, 2021 at 4:39 PM
How to Group Tags
In the Plan Board, you have the option to Group Tags by specific criteria.   Simply click on the Grouping option in the Search field and group by one of the...
Mon, 13 Sep, 2021 at 4:39 PM
How to Filter Tags
In the Plan Board, you have the option to Filter Tags by one or more specific criteria.   Simply click on the Filtering option in the Search field and selec...
Mon, 13 Sep, 2021 at 4:42 PM