Planner Mode
In the Plan board, you have the option to Filter Tags by specific criteria. One of the main Criteria is filtering Tags by Date. To Filter Tags by Date, s...
Mon, 13 Sep, 2021 at 4:38 PM
In the Plan Board, you have the option to add a Comment to a Tag. To add a comment, first hover over a Tag. A toolbar will appear at the bottom of the T...
Mon, 13 Sep, 2021 at 4:37 PM
In Planner, when you hover over a Tag, the toolbar at the bottom has a Constraint/Issue icon. When you click on the icon it will open a Constraint/Issue po...
Mon, 13 Sep, 2021 at 4:36 PM
In Planner, you have the option to Link 2 or More Tags together. To Link Tags, select the individual Tags you would like to Link then click on the Links to...
Mon, 13 Sep, 2021 at 4:35 PM
In Planner Dispatch Boards, when a Tag is Dispatched, it gets assigned to a User, Work Team or Company. The assigned Tag once assigned and dispatched, wil...
Mon, 13 Sep, 2021 at 4:32 PM
Once a tag has been completed, it can be set to a ‘verified’ status. Ideally, Tags are first dispatched, which get assigned to a user, work team or a compan...
Mon, 13 Sep, 2021 at 4:30 PM
You can copy a tag in two ways: By clicking on the copy button on the tag: By selecting the tag and clicking on the ‘Copy’ toolbar button: ...
Mon, 13 Sep, 2021 at 4:27 PM
Tags can be deleted in two ways: By Clicking on the delete icon on the Tag: By selecting the tag and then clicking the delete toolbar icon: ...
Mon, 13 Sep, 2021 at 4:26 PM
Roll up Tags are created on Plan Boards. These are high-level summary tasks. You can create them by clicking on the 'Create tag' in the Tag Shelf...
Mon, 13 Sep, 2021 at 4:26 PM
Roll up Tags are created on Plan Boards. These are high level summary tasks. You can create them by checking the 'Rollup Task' checkbox and then...
Mon, 13 Sep, 2021 at 4:25 PM