Tracking issues, tasks, and punches with PlanGrid

PlanGrid’s tracking tool improves team communication and heightens visibility into the progress of a project.

Doreen Lam
PlanGrid Blog
3 min readOct 6, 2016

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Issue and task tracking is important in all phases of the construction process — from pre-construction assessment to logging ongoing QA/QC deficiencies, to the final punch list. The earlier that problems are recognized and resolved, the more likely your project will be delivered on time and within budget. With thousands of items that need to be tracked and resolved throughout the lifetime of a construction job, the software that you choose becomes critical to your success.

“The pictures, assignment of issues—it’s helped our workflows so much. And—it’s easy to use!”

Pete Scharenbroch, Project Manager, JP Cullen

PlanGrid’s issue tool improves construction productivity by enabling field teams to consolidate the necessary details — context, responsibility, timeline — on the same software where they access their drawings, which helps ensure that issues are addressed efficiently and correctly. All information is funneled into overview dashboards and reports that allow project managers and owners to stay on top of a project’s progress.

Below, we’ll take a deeper dive into this feature and its benefits. Get the most value out of PlanGrid’s issue tracking tool by learning how to fully leverage its functionality for any construction project.

Creating an issue on PlanGrid’s iOS app

Effortless communication

With PlanGrid, issues are logged and tracked within the context of your plans. This increases visibility of issues to the team and provides valuable information that can be lost outside of the drawings. Add photos or snapshots for visual documentation, and set expectations by assigning issues and a due date, so the right people are held accountable. Plus, users receive immediate email notifications when issues are assigned.

Time consuming in-person debates or email chains can be avoided by using issue comments to communicate relevant updates or notes instead.

Risk mitigation

Unforeseen issues can delay a project by days, weeks, or months and add up to millions in wasted labor hours and materials costs. The schedule and cost impact fields allows you to log potential disruptions to a project, allowing teams to discuss and address issues that might affect financials or delivery. This gives project managers and owners the information they need to quickly assess, mitigate and address any costly and unanticipated problems.

Receive a daily, prioritized email of your issues

Accountability

PlanGrid’s issue tool ensures accountability. When issues are assigned to the individual responsible, that person receives a daily email that prioritizes open issues by when they are due. Plus, PlanGrid’s issue reports allows anyone to quickly narrow down to overdue items , or view progress by location or trade.

View a log of all the issues, or track project progress through the graphical overview.

Transparency

Issue tracking allows stakeholders to gain insight into their projects. The issues dashboard provides an overview of the project and allows project managers to easily track progress of issues. And aggregated reports can be generated and emailed to anyone, giving any project increased transparency.

In construction, field productivity is key and any potential conflicts could result in significant cost — in materials, legal disputes, and labor hours — for a company. PlanGrid’s issues tracking tool is valuable at any phase; from redlines coordination to QC deficiency tracking to the final punch list.

Want to get your team using PlanGrid’s issue tracking tool? Watch this short 60 second video to explain how it works:

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Doreen Lam
PlanGrid Blog

Medical Student @ PennMedicine. VP curriculum of PennHealthX. Former product manager at @PlanGrid. Recovering architect.