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 resource. It also shows the progress and percentage of completion of the task in real-time.

By default, when opening up the Board, your last Board you worked on will open up.

When you click on the board icon on the vertical menu to the left of your screen you’ll see two different options of work boards you can create.

When you click add board you’ll see a summary of the difference between the types of boards.

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The higher level plan board is used for long range planning to achieve your larger goals for your company or work team.

Then we have our daily dispatch board where we break those larger goals and toll gates into smaller daily tasks that can be completed on a day to day week to week basis. This will keep everyone on the team on track so everyone knows what they need to do ––each day and how those tasks will roll up to a larger goal in mind.

When you enter a board it will look like this when it’s blank unless you have auto sync mode on and have already added tasks in on the schedule side of gantterAi. Then it will create a board for you automatically based on your entries, it will create both a higher level plan board outlining long term goals and a daily dispatch board for the day to day week to week tasks.

However if you choose to start creating on the board side of Gantter first this is what a blank board will look like. To create a tag hit the little box in the bottom left corner with the plus sign on it that says create tag.

Please refer to the two images above. Enter your tasks correlating details in the details section and then scroll further down to the other four menus at the top as necessary. Then you can hit add task after filling in the details section of the task properties. Then you can proceed with adding a predecessor and set a dependency type such as start to finish or finish to start using the drop down arrow under dependency. You can even set a lag using the small arrows underneath the lag column or type it in yourself.

Then you can add a link using the blue add links button where it will give you a choice of adding a link to a website or url. Or if you’d like you can link a google drive doc, sheet, etc…so you have everything necessary to complete your project.

Next is one of the ways you can add resources to your task. Remember you must already have resources in your project added in in resource view or under project properties or no resources will show up here. You can select the type of resource you want from these options (Users, work teams, or companies, trade, material, and all).

You can also search for resources over where it says search and you can either group or filter your search using the categories seen below in these 2 images.

Last but not least are risks. Adding Risks works very similarly to adding resources, just with some different options for searching, grouping, and filtering. Drop down menus are your friends and are found in many places in the new version of gantter. Here if you hit the arrow next to add you will have the option to add an existing risk if you’ve already put some in prior or you can add new.

Then you can search for risks by grouping and filtering based on certain criteria much like in resources.

Now once you finish these steps and hit “add tag” you’ll notice it gets added to the bottom of the screen, not the actual board. That is because it is “in planning” the part of the process where you are figuring out where things go, what date things will start, etc…

Then you can drag the tag and drop it wherever you’d like based on when you want the task to start. Then you can lengthen and shorten the tag using this icon here.

Once you make all these adjustments you’ll notice your task still says “In planning”

That is because there is one final step to commit the tag using the little icon that looks like this:

You will then see the tag show a lock icon in place of this one and a water mark of a lock.

Congratulations! You’ve committed your first task now once it gets done it’s time for the project manager to review it and see if the task was done up to standard, if it has been it is now time to verify it.

Once the project manager aka the admin of the project sees that the work has been completed and done right all they have to do is hit the little icon that looks like a shield with a check mark inside it.

Once you click the verified button the lock icon turns into a shield with a check and the status changes to verified.