Blog

News from Planado team

Uniting checklist and report

10.05.2017

Planado users create and perform hundreds of jobs on a daily basis. Having studied client feedback and the way the service is used, we have noticed that setting up, creating and executing jobs can be made easier.

Last year we launched a gradual change in the job form and today we have completed one more step — the consolidation of the checklist and the report.

In the previous Planado web-application version, there were two parts in the template and the job: a checklist and a performer's report.

The checklist was configured to match list items and report fields.

In the mobile application, the worker had to complete two tabs: “execution" and "report". 

After the changes, the checklist and the report have been united. Checklist items have become "action" fields in the report. A report can consist of any set of fields.

There remains only "report" tab in the mobile application.

All the fields that were created in the checklist and the report are preserved.

In some templates, checklist items and report fields were linked together in the old interface. Now, there will not be such connection since the list has become common. Fields can duplicate each other in meaning. We recommend that you remove extra actions from the templates to make it easier for the worker to complete the report.

There have been other changes to the mobile app:

  • You cannot edit the report in a finished job.
  • The finished jobs display a resolution.
  • Mandatory report fields are indicated by an asterisk.
  • The "check box" field appears as a Yes/No field. "No" is selected by default.

 

Still not sure?

Test Planado out for yourself!

Sign up for your free trial and get full access to all features for 14 days.
Get started with Planado today.
No credit card required.

14 days free trial access!

Form submitted.


Thank you!

We usually create a new domain right away,
but something went wrong this time. We are looking into it right now.
As soon as your demo is ready, we'll send you an email with a link.

It's done! Your demo has been created.

We've sent an email with an activation link to
email.
Click the link to access your Planado domain.
Here is your domain:

You're already registered.

Seems like you already have access to Planado demo.
Here is your domain:
Please enter your last name, two words required.
Please enter your first name, two words required.
Please enter your first and last name in latin layout.
Please enter company name.
Please enter phone number.
The domain name is the address where you can log into your demo. For example, if you enter the word mycompany, your address will be mycompany.planadoapp.com
.planadoapp.com
Sorry, this domain is taken.
Please enter domain name
Please enter account name that is between 4 and 36 symbols
Please use only letters and numbers without spaces in acoount name
Invalid promo code
Sorry, this promo code is expired
Sorry, unknown promo code
I agree with privacy policy
Please, confirm your agreement with privacy policy
Sorry, can't send a confirmation email
due to technical difficulties
Please fill out all the form fields

Give me a call

Please, enter your name
and correct phone number
We are sorry, your letter couldn't be sent due to technical reasons
Request sent!
Thank you for your interest.

Get your free demo access

Please, enter valid email

Enter your email address so we can
send you a link to your demo