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Setting a Default Plan Board on a Daily Work Board

Limit the rollup tags a Daily Work Board offers to the ones on one High Level Plan Board.

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Written by Sophia Colapietro

When a project has more than one High Level Plan Board, a Daily Work Board can show rollup tags from all of them. If two plan boards have rollups with similar names, it's easy to pick the wrong one. Set a Default High Level Plan Board on the Daily Work Board so it only offers rollups from the plan board you choose.

You need at least one High Level Plan Board in the project.

Set the default when you create the board

  1. Click Board in the left rail, then Add Board.

  2. Choose Daily Work Board.

  3. Click Default High Level Plan Board. It's set to All by default, which shows rollups from every plan board.

  4. Pick the plan board you want, for example Bailey Hall High Level Plan Board.

  5. Fill in the other required fields and click Save.

Pick a rollup for a new tag

  1. On the Daily Work Board, click Add Tag.

  2. Click the Scheduling Rollup Items field.

  3. Only rollups from the default plan board are listed. Pick one and save the tag.

Change the default later

  1. Open the Daily Work Board and click Edit Board Details in the toolbar.

  2. Click Default High Level Plan Board and pick a different plan board, or All.

  3. Click Save. A message asks you to confirm the change.

  4. Click Yes to save the new default, or No to keep the old default and save your other changes.

Tags you already created keep their original rollups. Only new tags use the new default.

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