Planner Mode

How to Filter Tags by Date
 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
How to Add a Comment to a Tag
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
How to Add Constraint / Issue to a Tag
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
How to Link Tags
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
How to Set a Tag as Complete
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
How to set a Tag as Verified
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
How to Copy a Tag
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
How to Delete a Tag
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
How to create Rollup Tags
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
How to assign Rollups to a tag
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