For All or Multiple PLANNER™ Roles
In Planner Mode, Users have the option to Link or Chain two or more Tags together. To Link or Chain Tags, select the individual Tags you would like to Link ...
Tue, 3 Jan, 2023 at 2:12 AM
In Planner Dispatch Boards, when a Tag is Dispatched, it gets assigned to a User, Work Team or Company. The assigned Tag once assigned and dispatched, will...
Mon, 10 Oct, 2022 at 5:24 AM
Once a tag has been completed, it can be set to a ‘verified’ status. Ideally, Tags are first dispatched, which get assigned to a user, work team or a compan...
Mon, 10 Oct, 2022 at 5:32 AM
Users can Copy a Tag on the Board one or multiple times. Users can select a Tag and click on the Copy Button on the Toolbar to Copy a Tag. Once...
Mon, 10 Oct, 2022 at 5:34 AM
Tags can be Deleted in two ways: By Clicking on the Delete icon on the Tag: By selecting the Tag and then clicking the Delete icon on the Toolb...
Mon, 10 Oct, 2022 at 5:43 AM
Rollup Tags are created on Plan Boards. These are high-level summary tasks. Users can create them by clicking on the '+ Create Tag' in the Tag Shel...
Mon, 10 Oct, 2022 at 5:46 AM
Rollup Tags are created on Plan Boards. These are high level summary tasks. You can create them by checking the 'Rollup Task' checkbox and then clic...
Mon, 10 Oct, 2022 at 5:54 AM
As a Moderator, when adding a Tag, Users have the option to pick any Job Location that has been defined in the Project Locations (at any level defined in Lo...
Mon, 10 Oct, 2022 at 6:05 AM
When creating New Tags, if the Location has been set to Custom, Users have the option to Add or Modify the Custom Jobsite Locations to a different Location....
Mon, 10 Oct, 2022 at 6:09 AM
Tags can be grouped in many ways. One such grouping is 'Grouping by Location' If the tags are created by assigning Locations to them, then usin...
Mon, 10 Oct, 2022 at 7:35 AM