Plan & Dispatch Boards

Boards & Schedules Overview
Boards 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...
Thu, 1 Dec, 2022 at 1:57 AM
What are the Different Types of Boards?
Plan Board: These boards are created to set up high level summary of tasks. These tasks can be later associated with Dispatch Board work Tags to track the...
Tue, 4 Oct, 2022 at 8:00 AM
Add Board UI Updates including Add Tag updates
Board Names have been changed to ensure Users understand the purpose of each Board better. Also, the Plan Board Tag User Interface(UI) has been slightly twe...
Mon, 21 Nov, 2022 at 2:50 AM
What is a Planner View?
Plan View:  Plan View is the Default View for a Planner session which displays the Default Board set with five tabs on the left Panel: Boards Schedule...
Fri, 18 Nov, 2022 at 5:00 AM
How to Create a Board?
The Video below shows you how to add either a Plan or Dispatch Board to a Project.  To read more about Plan and Dispatch Boards scroll down.      Plan ...
Fri, 18 Nov, 2022 at 5:04 AM
How to Copy a Board?
To Copy a Board,  first Select the Board you would like to Copy. With the board selected, click on the Copy Board button in the Plan View Toolbar.      I...
Thu, 6 Oct, 2022 at 7:28 AM
How to Edit a Board?
User must first go to the Home Screen on the top left in the Planner.  To edit a Plan Board, first Select the Board you would like to edit and and th...
Thu, 6 Oct, 2022 at 7:33 AM
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 will de...
Thu, 6 Oct, 2022 at 7:37 AM
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' se...
Thu, 6 Oct, 2022 at 7:39 AM
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 work...
Thu, 6 Oct, 2022 at 7:41 AM