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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...

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...

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...

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 ...

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...

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...

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...

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' sear...

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...

The Tag Shelf is where all Tags that you have created without a Start or End date are initially placed.  The Tag Shelf consists of a '+ Create Tag'...