Buildxact's To-do list feature is designed to offer greater visibility between office headquarters and employees and subcontractors on the job site. The enhanced mobile and tablet-ready to-do lists enable you to share and track individual item progress and job/people performance.
The following steps take you through how to create to-do list items and build a to-do list in Buildxact and using Buildxact Onsite, the mobile app.
To-do lists within Buildxact (web app)
Navigate to To-do List in the left-hand menu. Your existing items will appear here.
The Description, Due date, Status, Priority, Assignee and Relates to headings are all populated in the to-do item form, created when you click +Add. Due date, Status and Priority are all options for you to filter your list by.
Edit or delete an item by clicking the relevant icon.
To add a new to-do list item, click +Add.
Clicking on +Add brings up a new to-do list item form on the right of your screen. It includes the following fields:
1. Description - include a description of the to-do list item to be completed.
2. Due date - item to be completed by.
3. Status - mark item as Not started, In progress or Complete.
4. Priority - nominate a priority level for item completion. Low, Medium and High.
5. Relates to - add a link to the relevant job, estimate or lead.
6. Users - assign a Buildxact user within your account to the to-do list item.
7. Buildxact Onsite Crew - if the related job has Buildxact Onsite crew allocated, you can assign the to-do list item to them here. They will be notified by an in-app notification in the Buildxact Onsite App. Please note that Onsite crew need to be invited to the job from within the Onsite app before they will appear here. See Assigning crew to a to-do list item below.
8. Notes - include any relevant notes.
9. Save - clicking Save will add the item to your To-do list.
To-do lists within Buildxact Onsite (mobile app)
The screen below shows the homepage of your Buildxact Onsite app.
To create a to-do list item, click on the arrow to the right of the To-do list heading.
2. To create a new to-do list item, click on the +Create new button.
The create new item screen appears, containing the following fields:
3. Description - include a description of the item to be completed.
4. Relates to - add a link to the relevant job, estimate or lead.
5. Due date - item to be completed by.
6. Priority - nominate a priority level for item completion. Low, Medium and High.
7. Notes - include any relevant notes.
8. Save - clicking Save will add the item to your To-do list.
Once you have clicked Save, your to-do list item will be displayed within your To-do list.
Assigning crew to a to-do list item
In order for crew members to be visible in the Buildxact web app, they first need to be invited to the job from Buildxact Onsite.
Navigate to My Jobs, select the job you want to invite crew to and click on See all crew. From here, click on the + Add crew button, and select the crew members you want to invite from your contacts. Your contact will receive the invitation as a text message or email.
Once the crew member has accepted the invitation for the Job, they will appear as crew assigned to the job set in the 'Relates to' field within the to-do list item in the web app.
The process in short:
Invite crew member to a job from within Buildxact Onsite.
Crew member accepts the invite.
The 'Relates to' field in the To-do item form is populated with the Job that the crew member has been invited to.
The crew member then appears in the drop-down list of crew members in the Buildxact Onsite Crew field in the To-do list item form.