Pushing checklist reminders to the team?

[KAyersETC]

Is there a way to push a reminder to the team to complete their checklists by a certain day or time?

For example, we do lots of work around the country with Mon-Thu timeframes and we would like to stress the importance of a Thursday checkout before traveling back home. Today, we had an entire crew who failed to do their checkout update. Their response was that no one asked them to complete it.

For perspective, this is the third week of usage for this team, and last week we honestly didn't need an update because the construction manager for the client was on-site and didn't need a briefing, and work couldn't progress the way we intended.

 

[John Talman]

Hey - great suggestion! There isn't a way to push a reminder notification to a User, but there are a few options you might consider adopting to your workflow.

1. Are you assigning Checklists to your team? Once you assign a Checklist to someone, they'll get a notification in their notification center, in addition to a push notification and/or email notification, depending on their settings. https://help.companycam.com/en/articles/7331358-assign-a-checklist-to-users
2. This feature doesn't necessarily operate on your end, so you might need to coach your team how to use the feature correctly, but they can set up reminders for Project Conversation messages and photo comments. https://help.companycam.com/en/articles/6828347-how-to-use-notifications#h_13812a243e
3. You can also assign Tasks to your team. In your case, I'd recommend creating a Task on the Project such as, "Complete checkout before leaving the job site" and assign it to each User who needs to complete the checkout. They can view all Tasks assigned to them under their 'My Stuff' tab. https://help.companycam.com/en/articles/6828347-how-to-use-notifications#h_13812a243e

Thanks for sharing a bit about your workflow with us! We'll make sure this suggestion gets to the right people.

 

[KAyersETC]

Hey - great suggestion! There isn't a way to push a reminder notification to a User, but there are a few options you might consider adopting to your workflow.

1. Are you assigning Checklists to your team? Once you assign a Checklist to someone, they'll get a notification in their notification center, in addition to a push notification and/or email notification, depending on their settings. https://help.companycam.com/en/articles/7331358-assign-a-checklist-to-users
2. This feature doesn't necessarily operate on your end, so you might need to coach your team how to use the feature correctly, but they can set up reminders for Project Conversation messages and photo comments. https://help.companycam.com/en/articles/6828347-how-to-use-notifications#h_13812a243e
3. You can also assign Tasks to your team. In your case, I'd recommend creating a Task on the Project such as, "Complete checkout before leaving the job site" and assign it to each User who needs to complete the checkout. They can view all Tasks assigned to them under their 'My Stuff' tab. https://help.companycam.com/en/articles/6828347-how-to-use-notifications#h_13812a243e

Thanks for sharing a bit about your workflow with us! We'll make sure this suggestion gets to the right people.

1) we utilize the assign feature, and it works well for initial set up of project
2) we don't utilize conversation because it doesn't log properly in reports for our use, and isn't as integrated with the rest of our departments as Microsoft Teams, so we have added a "text" "question" to the top of our checklists allowing for "Additional feedback from the field..." and then under the notes we have provided a spot for Foreman and "text" spot for Technicians. We try to just use Checklists and not Tasks to simplify our user experience with one less tab, but also because the in-depth customization of Checklists is a massive plus.
3) this could be a workaround, but then we also would need to physically go in and remind them. An automated reminder seems less like "big brother" and micromanaging from a field perspective. I suppose these notifications would allow for their phone to get that tasks pushed to them, or are the push notifications just on photo comments and convo comments?

Thanks for passing along our suggestion. We love the app and are excited for how it evolves in the future.

 

[John Talman]

1) we utilize the assign feature, and it works well for initial set up of project
2) we don't utilize conversation because it doesn't log properly in reports for our use, and isn't as integrated with the rest of our departments as Microsoft Teams, so we have added a "text" "question" to the top of our checklists allowing for "Additional feedback from the field..." and then under the notes we have provided a spot for Foreman and "text" spot for Technicians. We try to just use Checklists and not Tasks to simplify our user experience with one less tab, but also because the in-depth customization of Checklists is a massive plus.
3) this could be a workaround, but then we also would need to physically go in and remind them. An automated reminder seems less like "big brother" and micromanaging from a field perspective. I suppose these notifications would allow for their phone to get that tasks pushed to them, or are the push notifications just on photo comments and convo comments?

Thanks for passing along our suggestion. We love the app and are excited for how it evolves in the future.

Really, really appreciate you taking the time to share all of this with us!

Push notifications will work for anything they get a notification about under the

in CompanyCam! So yes, they'd get push notifications for Assigned Tasks so long as they have their push notifications enabled.

 

[3R WoodworX]

Good morning gang,

We have also been trying a workaround for this.
1. Create report using AI Walkthrough
2. Create checklist using the AI or Populate a pre-made template
3. Create a task that you directly assign to team member. (Task 1 Review Checklist, Task 2 Document Before and after photos, Task 3 Complete Checklist)

The team has set up there app to have "MY STUFF" at the top of their Home Screen, which you can rearrange. So not only is there a push notification and a reminder but they can see it as completing the checklist as a task that is always visible. @KAyersETC

 

[John Talman]

Good morning gang,

We have also been trying a workaround for this.
1. Create report using AI Walkthrough
2. Create checklist using the AI or Populate a pre-made template
3. Create a task that you directly assign to team member. (Task 1 Review Checklist, Task 2 Document Before and after photos, Task 3 Complete Checklist)

The team has set up there app to have "MY STUFF" at the top of their Home Screen, which you can rearrange. So not only is there a push notification and a reminder but they can see it as completing the checklist as a task that is always visible. @KAyersETC

Awesome feedback on your workaround!! Thanks for sharing this!

 

[KAyersETC]

I'll give this a try next week and hopefully we can make this work to our advantage.

Good morning gang,

We have also been trying a workaround for this.
1. Create report using AI Walkthrough
2. Create checklist using the AI or Populate a pre-made template
3. Create a task that you directly assign to team member. (Task 1 Review Checklist, Task 2 Document Before and after photos, Task 3 Complete Checklist)

The team has set up there app to have "MY STUFF" at the top of their Home Screen, which you can rearrange. So not only is there a push notification and a reminder but they can see it as completing the checklist as a task that is always visible. @KAyersETC