Overview
We have been hard at work making Punch List a quicker, more efficient, and better tool just for you! This article will cover all functionality that you can expect from this beta release, as well as what else is coming down the pipeline. We'll also include some tips and tricks so you can get the most out of this tool while providing us with your feedback.
Testing tips and tricks
Pre-requisites and how to access
Log into any Staging workspace
Set up a project (recommended to start from scratch, but you can use existing)
Add 2-3 members within Project Directory, preferably from different workspaces
Go into Project Settings > Punch List, and add at least 4 stamps
Go into Project Settings > Jobsite Locations, and add some locations
Within the Drawings module, upload and publish a current set
Finally, to access the new Punch List module, add:
punch/lists/itemsat the end of a project URL after project ID.
Suggested testing actions
Upon landing within the new Punch List module, you can perform the following actions:
Create a punch item
Create a punch list and specify a list duration time with a default due date for punch items within this list
Create a punch item within this list and notice the pre-filled due date
Create another punch item with a similar title (same first word...) as your last item, and notice the auto-finish of the title, as well as pre-selected stamp based on last used
Create multiple punch items and observe if the process feels easy or tedious
Bulk edit punch items from the listing view and observe if the process feels easy or tedious
Assign multiple punch items to a user for ball in court
Archive a punch item
Edit the list
Close the list
If you have access to another workspace, test it from a cross-workspace functionality!
What's included
You can expect to have the following capabilities:
Ability to go into Project Settings and define a library of stamps to be used within your project
Coming a few weeks after Beta Testing, will be the ability to create this template on a workspace level and apply templates on a project-per-project basis. Talk about time savings!
Ability to create multiple Punch Lists
Specify start and end date
Close and open lists to allow or restrict adding punch items depending on your phase of the project
Specify default due date based on closing punch list date
View timeline of punch list
Archive and un-archive lists
Note: You can only perform the actions above if you are the originator of the list or an Admin level workspace member
Ability to create punch items within those lists
Select a stamp, and fill in a title
Search for a stamp, and ability to create stamp if no results
Choose from previously created titles for quicker item creation
Your 3 most recently used stamps will be at the top of stamp selection for convenience
Change status
Assign ball in court and select members
Select drawing reference and place stamp on the drawing sheet
Specify a jobsite location (must configure within Project settings first)
Upload photos
Archive and un-archive items
View-only mode: if you are not an Admin, a member or originator of an item, you will have view-only mode
Filter listing view
Ability to bulk edit multiple punch items within listing view for expedience
Receive in-app and email notifications for the following events:
Punch Item Assigned Ball in Court - Assignee
Punch Item Status change - all members + Ball In Court
Punch List Status change - all project directory users
To be expected in the following weeks...
Punch List templates on a workspace level
Search functionality
Export
Feedback
We value your feedback! Throughout your alpha testing journey, please send feedback via slack on #punch-V2-alpha. Got any questions? Reach out to customer support on the bottom right corner, or email me directly at jamaica@ingenious.build
Looking forward to hearing from you soon!