Plan & Dispatch Boards

How to Open a Board in a New Browser Tab
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...
Fri, 16 Feb, 2024 at 1:59 PM
Create Rollups with Budget Line Items
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...
Sun, 10 Dec, 2023 at 1:06 PM
How to Create a New Chain?
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...
Sun, 10 Dec, 2023 at 1:06 PM
How to Add Tags to an Existing Chain?
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...
Sun, 10 Dec, 2023 at 1:06 PM
How to View all Tags of Different Chains that a Tag is associated with?
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...
Sun, 10 Dec, 2023 at 1:06 PM
How to Use Chain Manager Widget?
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...
Sun, 10 Dec, 2023 at 1:06 PM
How to Delete a Chain from the Board?
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...
Sun, 10 Dec, 2023 at 1:06 PM
How to Edit Chain Name in Chain Manager?
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 ...
Sun, 10 Dec, 2023 at 1:06 PM
How to Create New Chain from Tags that are part of other Chains?
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 ...
Sun, 10 Dec, 2023 at 1:06 PM
How to Select All Tags of a Chain on the Board?
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...
Sun, 10 Dec, 2023 at 1:06 PM