Let's cover how to add to your build/install project by adding new states/columns
- On the dashboard, ensure to use the "Build" view and then sort by the type of project you want to edit.
- Find the project that you would like to add to and click on it
- Navigate to the right and click on the gear icon and select Column Settings'
You will see an overview of all columns/states currently in the project. By default there will be "Received", "In Progress", and "Complete". The first and final columns cannot be removed. - In the top-right corner, click the "Add Column" button and give the new state it creates a name.
Columns/States allow for two things:
1. Tracking progress - Different states can be used to track a sign's progress as a project management tool.
2. Selective access to signs - Users who are invited to a state will only see the signs added to that state. In an install project this includes access within the mobile app. A frequent use of a new state would be to assign different signs to installers or fabricators at different steps.
Additionally, states can represent different phases of install and installers can be added to them as the phases begin.
An Overview of Column information
1. Name - The editable name of the state
2. Dates - Start and end dates for a particular phase that can be added to help keep track of progress and deadlines from the homepage dashboard
3. Permissions - Click on this button to edit who has access to the signs in this state. Users invited to a state will not see signs contained in another state. A user can be invited to more than one state at a time.
4. Users - A list of users who have permission to access the signs in this state
5. Actions - Signs in this state will fall into one of these 3 statuses. The names of the status can be edited
6. Auto Move - When this option is turned on for the final column, signs placed into this state will automatically be moved to the next project. In a build project this will be an install project, and in an install project this would be a Manage project. When working in an install project, do not turn this option on unless you have already created a state for punchlisting or review.