User guide

Basics
Create a project
All projects have a Schedule view, a kanban board, list view and a maps view. The tasks are synced across the different views so that you can choose the workflow that fits your working style.
To create a new project we go to Projects and click the New Project button. Enter project name and click Create.
Add tasks
To add a new task, we open a project, click the plus button in the toolbar. To change the task name, we click in the column to the left. To change the dates we just drag the taskbar in the timeline.
If we double click on the taskbar the task card opens. Here we can add description, set labels, upload files and documents, add checklists or leave comments. We can also add a location or share the card through email or text message to a phone.
Add resources
To add a new resource, we head over to the Overview and click on the User Plus button. Input the details and click Add Resource. If we want to see all resources in one page we click on the Resource list button.
We can also schedule our heavy equipment such as excavators, trucks or other machines. We go to the Resource list and click the Equipment tab. Here we have a separate table where we can add our units with relevant details.
To assign resources to a task we open a project, select a task and click the Assign Resource button. Here we can see what resources are available for the specific dates of the task. If a resource is unavailable it is marked with red, if we hover over the red field we can see what task is occupying the resource. Select one or more resources to add them to the task.
Overview
If we open the Overview we can see all projects from all users on our team. The gantt chart is sorted by resource and we can filter on Team, Profession, People and Equipment.
We can adjust dates or resources directly in the Overview, and all changes are synchronized in real time with the underlying projects.

Collaboration
Invite coworkers
Collaboration is a success factor in construction. To invite your coworkers, we’ll go to the Users page. Here we can see all users, teams and set permissions. To invite a new user we click on the invite button. Here we can add one or multiple emails to invite.
Sharing features
We can share tasks through the Share button, just input email or phone number and click share. The receiver doesn’t need an account to be able to open the link and will be able to see all the info on the task card.
We can also share a link to the Overview to your employees for example, so that they can see what projects and tasks that have been assigned to them. They don’t need an account or even an email address for this to work. Just choose phone or email and click share.
Chat
Each project has a dedicated chat where the team can share updates or questions. To open the chat we click the chat button to the right. Just type a message and everyone can see it in real time.

Advanced
Task Cards
The task card is an easy but powerful way to add information to your tasks. We’ll double click the task to open it. Then we’ll just click in the description field to start editing. To change the task title we’ll just click the title and start typing.
To mark the task as done we can click the checkbox.
We can click the Label button to add a label.
We can add our own custom labels by clicking Create new label.
To schedule the task we click the Date & Duration button and select dates and duration. If a task has dates it automatically shows up in the schedule view.
We can add one or several checklists to a task. Just click the Checklist button and start typing. We can change order of the checklist items by draging the items up or down.
We can upload drawings or documents to the task, by clicking the Attachment button.
To add a location to the task we’ll click on the Location button and insert the address. The result is a neat map widget on our card. If we add a location to a task it also shows up in the Map view.
We can also add comments to the tasks. Just click the comment field and start typing.
Schedule view
The schedule view is one of the key features of Buildplanner. The view allows us to quickly schedule our project and assign resources to tasks.
To add a new task we click the plus button in the toolbar. To assign a resource we click the User-plus button and choose the resources we need to complete the task.
To reorder our tasks we select a task and click the up or down arrow buttons in the toolbar.
If we want to change task color, we select a task and click the paint bucket button and select color.
If we have tasks that don’t have any dates yet, we can schedule them by clicking on the Unscheduled button, and then we select the task we want to add to our schedule. To adjust the dates we’ll just drag the task bar in the timeline.
Kanban view
The kanban view gives us an intuitive way of organizing our tasks according to defined stages, i.e we can create stages for Requests for Quotes, Incoming Jobs, Ongoing, Done.
Then we can just drag the task card between the columns to keep track of the status.
Map view
The map view shows all tasks that have a location added. The view allows us to get a birds eye overview and find synergies between our jobsites.

Wrap-up
We’ve explored a range of features that make Buildplanner the ideal solution for resource and project scheduling for construction teams.
Join thousands of professionals who have transformed their business with Buildplanner. We can’t wait to see what you’ll achieve.