section-ee6619d
Assigning pins to project members
Assigning pins to project members is a quick and concise way to delegate tasks, distribute deficiencies and stay on top of your job site wherever you may be. Buildster allows for owners and managers of a project to drop pins for all project members, and for all project members to drop pins for owners and managers. Project members can not assign pins to other project members.
- Open your project and tap on the blueprint page of your choice
- Pinch zoom to find the area on your plan where you want to drop a pin
- Tap and hold to drop the pin. You can reposition the pin after dropping it
- Tap ‘Select person’ to display the people in your list
- Select the project member in the ‘Assign to” column
- Select others in the ‘Add Followers” column if you want others to follow this pin
- Tap ‘Next’ at the bottom
- Add an optional ‘Location/unit/room description
- Enter a comment or description of the task
- Require my approval - If you select this option, Buildster will prompt the assignee to add a comment or photo when they tap the “complete” button. Once this happens the pin colour will change to orange and you will have the option to ‘approve’ or ‘reject’ the task. If approved, the task will transfer to your archives, and if rejected, you will be prompted to state a reason, and the task will be reissued to the person so they can read why, and redo the item
- Notify me when complete - If you select this option then the assignee does not have to add a comment/photo when they tap complete, but you will still be notified once completed
- You can re-tap the ‘Assign to’ selection box if you need to edit your assignees’
- Tap ‘Create Pin’ and your pin is created
- Everyone who was selected receives a notification, and if comments are added, everyone will be notified
- Open your project and click on the blueprint page of your choice
- Find the area of the plan where you want to drop a pin. Zoom by using the + - options near the top right and drag the plan with your mouse to reposition
- Click on the area to drop the pin. You can reposition the pin after dropping it
- Click ‘Select’ under the assign to header to display the people in your list
- Select a person in the ‘Assign to” column
- Select others in the ‘Add Followers” column if you want others to follow this pin and provide group input. (Think of it like cc’ing others in an email). Click ‘Continue’ at the bottom
- Add an optional ‘Location if desired
- Enter a comment or description of the reminder/task
- Toggle on or off the ‘Require my approval’ or ’Notify when complete’ as desired
- Click the + button to attach a photo if desired
- You can re-click the ‘Assign to’ selection box if you need to edit your assignees’
- Click ‘Create Pin’ and your pin is created
- If you added ‘Followers’ they will all receive a notification