In this article, we will go through where to find your project list and information related to your projects.
In this article, you will find:
Projects (Project Overview)
In this project overview, you have the following options:
1. Projects, here all your projects are listed - all the projects you have access to.
2. Here you can search for projects.
3. Here you can create new projects from a project template. (Note: A project template must be created from the admin side before projects can be created from the app. See here how to create a project template: Create Project Template):
4. Here you can bookmark the projects you need to access quickly. Once bookmarked, they will appear at the top of the project list.
My Work
In My Work, you can see all the tasks assigned to you. You can also directly access individual tasks through My Work without entering the respective projects. My Work lists all tasks across all projects.
Overview and Options for Projects
Within each individual project, there are three tabs:
- Overview
- Registration
- About Project
Overview
In the overview, you can see ongoing and pending registrations, such as scheduled inspections, tasks, check-ups, etc., that need to be carried out. Additionally, it is possible to sort/search among these, either based on various filters, floor plan markers, or map markers.
You can sort and filter based on the various tasks here:
You can see scheduled tasks here:
Select the marker on which you wish to perform an inspection.
Registration
In Registration, you can create new entries and access partial or completed entries. If subprojects have been created for your project, you must first select among these. There are now three tabs:
- New - here you start new entries for the selected project/subproject
- Partial - here you find ongoing entries that you can resume and complete
- Completed - here you find completed entries and can generate a report/printout of each entry, which you can review or send via email
Generating a Registration:
Click on "Completed" ➜ Expand and click on the entry you want a printout of ➜ It will now appear in the print job, where you can click on the three vertical dots ➜ Open with... to open it as a PDF file, or Share file... to forward it
About Project
In "About project," you will find project-specific information such as address, project description, and start- and end date, as well as "User overview," "Files" and "Drawings" for the project. It is also possible to get directions to the project address via Google Maps (this is set up by an Administrator).
Contact us
If you have any questions, you are always more than welcome to contact our support at support@inspectly.com
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