For All or Multiple PLANNER™ Roles

How to Create a Tag?
To Create a Tag in your Planner Board, first Click on the '+ Create Tag' button. Clicking on the button will open the Tag Properties Page.       ...
Fri, 7 Oct, 2022 at 7:51 AM
How to Create a Priority Tag?
In Planner, when Creating new Tags, user has the option to set a Tag as a Priority Task.  To create a priority tag, start by creating a New Tag Card by clic...
Fri, 7 Oct, 2022 at 8:17 AM
How to Create a Milestone?
 A Milestone is a specific point in time within a project life cycle used to measure the progress of a project toward its ultimate goal. In Planner Mode, wh...
Fri, 7 Oct, 2022 at 8:23 AM
How to Dispatch a Tag?
Dispatch Board allows user to Dispatch a Tag by clicking on the Dispatch icon. The Tag gets assigned and is added as a Task in the Schedule. Additionally, a...
Fri, 7 Oct, 2022 at 8:25 AM
How to Auto Dispatch Tags?
In the Dispatch Board Users can set up Auto Dispatch by clicking on the Dispatch icon and selecting Dispatch Settings.  Auto Dispatching frequency first ...
Fri, 7 Oct, 2022 at 8:29 AM
How to Group Tags?
In the Plan Board, Users have the option to Group Tags by specific criteria.    Users can click on the Grouping option to the left in the Search field ...
Fri, 7 Oct, 2022 at 8:30 AM
How to Filter Tags?
In the Plan Board, Users have the option to Filter Tags by one or more specific criteria.    Users can click on the Filtering option to the righ...
Mon, 10 Oct, 2022 at 12:53 AM
How to Filter Tags by Date?
 In the Plan Board, Users have the option to Filter Tags by specific criteria.  One of the main Criteria is filtering Tags by Date. To Filter Tags by Date, ...
Mon, 10 Oct, 2022 at 1:11 AM
How to Add a Comment to a Tag?
In the Plan Board, Users 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, 10 Oct, 2022 at 2:36 AM
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 pop...
Mon, 10 Oct, 2022 at 2:39 AM