Boards show your work as tags on a timeline. A gantterAi™ project can have two kinds of board: a High Level Plan Board for phases and milestones, and a Daily Work Board for day-to-day work.
Add a board
Click Board in the left rail, then the home icon in the board toolbar to see all boards.
Click Add Board.
Choose the board type and click Select.
Which board type to use
High Level Plan Board is best for:
Defining high-level tollgates, milestones and summary rollups.
Planning estimates in weeks and months.
Rollups you can link Daily Work Board tags to.
Seeing real-time progress, delays and completion status.
Rollups that publish and sync to the master CPM (Gantt) schedule.
Daily Work Board is best for:
Setting up and tracking day-to-day work tags.
Real-time planning with several parties at once.
Filtering and grouping work into swim lanes.
Filtering work by industry, company, work team or skill.
Chaining tags and seeing work dependencies.
To set which board opens by default, go to File > Settings > Boards and View.
The board timeline
The TODAY line marks the current date, and Current Period marks the current planning period.
Each day header shows a weather icon, and the day's background shows the expected conditions, so you can plan outdoor work around the weather.
Use the zoom controls at the bottom right to make tags larger or smaller, fit all tags on screen, or center on today.
Click Create Tag at the bottom left to add work.
Board toolbar
Hover over any icon to see its name. The tools are:
Boards (home icon): see all boards. From there you can add, copy, edit or delete a board.
Edit Board Details: change the board's properties.
Manage Board Rules: set the rules for the board.
Make Public / Private: control who can see the board.
Chain Tags, Add Predecessor: link tags so they run in order.
Set as 100% complete and Set as verified: close out finished work.
Pause/Shift Tag: pause a tag or shift it to new dates.
Copy Tags, Delete Tags, Create Tag Unit.
Generate Report: create a Tag Board View report or a SmartWall Print.
Split Board: show two boards side by side.
Linear Viewer: view tags in a linear layout.