Plan & Dispatch Boards
In the Planner Mode, Users can click on the 'View' option and select 'Open in a New Browser Tab'. This feature helps Users to 'Open in a...
Tue, 4 Oct, 2022 at 12:22 AM
Plan Board will allow you to create Rollups with Budget line item(s) which will further help you in filtering the respective Budget Line Items for a specifi...
Tue, 3 Jan, 2023 at 2:13 AM
To create a chain tags select the tags that are to be chained together. The chain Tags' toolbar icon will get enabled only when two or more tags are sel...
Tue, 3 Jan, 2023 at 2:14 AM
Once you select two or more tags and clicks on the 'Chain Tags' toolbar icon. A popup to name the chain is displayed. Since one or more selected tag...
Tue, 3 Jan, 2023 at 2:16 AM
If a Tag is part of more than 1 chain, then, clicking on the 'Chain' icon will display all the tags in the chain. As the tag under consideration is...
Tue, 3 Jan, 2023 at 2:17 AM
Chain Manager allows user to manage all the chains on the board. It can be accessed by clicking on the 'Widgets' option in the toolbar and selectin...
Tue, 3 Jan, 2023 at 2:19 AM
An entire chain can be removed from the board by expanding a particular chain by clicking on 'Delete' icon at the end of the chain name. Cli...
Tue, 3 Jan, 2023 at 2:20 AM
Name of a chain can be modified when it is expanded. User clicks on the chain name to expand it. Now the field is shown as a box. Click on the name inside ...
Tue, 3 Jan, 2023 at 2:20 AM
Users can select tags that are already part of other chains and then create a new chain by giving it a unique name. Now these tags become part of both the ...
Tue, 3 Jan, 2023 at 2:24 AM
User can expand a chain and select all the tags of the chain on the board by clicking on the 'Select All' icon next to the 'Tag Count' The i...
Tue, 3 Jan, 2023 at 2:25 AM