As detailed as you like: Store checklists in your company templates, which can be used in element management to track construction progress.
To create new templates, you must be created as an administrator
in your company. Normal users can view existing templates.
External collaborators have no access to the templates.
Soon you will be able to find the training video for the article here.
Click Path:
- Workspace Company > Setup > Templates > Tracking
- To create a new template, click on "+New"
- Checklists are similar to Excel lists: you can create multiple columns and rows and give them formatting and description
- You can divide your checklist into several sections, which can be completed individually later. To do this, click on "+New section"
- Create additional or delete unnecessary lines by moving the mouse over a line and clicking on the blue "plus sign" or the red "X sign
- Create new columns by clicking on "Show columns", enter a title in the lower input field and click on "Add column"
- Set the desired formatting of the columns by clicking on the three dots next to the column. There you have the following options:
- Text: The fields of the columns can be used as free text fields. Ideal for comment columns
- Date: The user can only select a date.
- Number: Only numbers can be entered.
- Hyperlink: The content is always displayed as a link.
- Dropdown: Only the drop-down fields defined by you can be selected. The perfect option for quick information gathering. Specify the drop-down fields in this format: Option 1, Option 2, Option 3,....
- You also have the possibility to add additional requirements for all formatting and to set the selected column to Read Only. This means that you can insert information into the cells in the template, but the later user cannot change this information.
- If you have already created a suitable Excel checklist, you can import it into PlanToBuild via "Import".