For All or Multiple PLANNER™ Roles

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 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...
Tue, 3 Jan, 2023 at 2:10 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
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 ...
Tue, 3 Jan, 2023 at 2:10 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' sear...
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
What is the Tag Shelf?
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'...
Fri, 7 Oct, 2022 at 7:43 AM