Assigning pins to yourself

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Assigning pins to yourself

Once you have a project created, you’re ready to start dropping pins.  Lets start with assigning a few pins to yourself.  Self assigned pins can be helpful in several ways:

 

  1. Your pins make great to-dos and reminders
  2. You can self assign pins first, and hand them off to others later after some thought.
  3. You can start group conversations on issues without having to assign a task to a specific person.

  1. Open your project and tap on the blueprint page of your choice
  2. Pinch zoom to find the area on your plan where you want to drop a pin
  3. Tap and hold to drop the pin. You can reposition the pin after dropping it
  4. Tap ‘Select person’ to display the people in your list
  5. Select yourself in the ‘Assign to” column
  6. 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). Tap ‘Next’ at the bottom
  7. Add an optional ‘Location/unit/room description
  8. Enter a comment or description of the reminder/task
  9. Tap the ‘add’ button to add and annotate a photo if desired
  10. You can re-tap the ‘Assign to’ selection box if you need to edit your assignees’
  11. Tap ‘Create Pin’ and your pin is created
  12. Everyone who was selected receives a notification, and if comments are added, they will all filter into the pin and everyone will be notified

  1. Open your project and click on the blueprint page of your choice
  2. 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
  3. Click on the area to drop the pin. You can reposition the pin after dropping it
  4. Click ‘Select’ under the ‘assign to’ header to display the people in your list
  5. Select yourself in the ‘Assign to’ column
  6. 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
  7. Add an optional ‘Location’ if desired
  8. Enter a comment or description of the reminder/task
  9. Click the + button to attach a photo if desired
  10. You can re-click the ‘Assign to’ selection box if you need to edit your assignees’
  11. Click ‘Create Pin’ and your pin is created
  12. If you added ‘Followers’ they will all receive a notification
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