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You've planned your project and now want to ensure that the plan's implementation runs smoothly. In lcmd, you use tickets for this purpose.
For current, urgent issues, use ACTION tickets.
To avoid defects, use DEFECT PREVENTION checklists.
All tickets are managed in the To-Do Hub and can be displayed and assigned in the process plan.
With the mobile app, the tickets are directly on the construction site --> full article on the mobile app.
In this article, you will find information on the following topics:
Important information
The Tickets and To Do Hub are a beta feature. The existing action points and stability criteria will be replaced soon.
Feel free to test the new views and features by creating new tickets. Your old stability criteria and action points will not be converted into tickets.
IMPORTANT: Your current stability criteria and action points will remain as you know them during the beta phase. Turn off the Beta To Do Hub to see everything as usual.
The new "Beta To Do" feature
- Only the admin is allowed to turn it on.
- Views then apply to the project (for all participants).
Action tickets
Action Tickets replace the previous action points. They are used to track incidents in daily project activities. (This is one of the reasons why we've enabled AI-based notation of such events directly from voice recordings and photos with the new mobile app --> see how it works here.)
Create
You create a new Action Ticket in the To Do Hub tab by clicking on the + symbol.
You can see how to create an Action Ticket in the mobile app here.
Basic information in ticket
Enter basic information about your ticket in the dialog.
- Status is used to track completion (open, in progress, in approval, completed)
- Category --> Action (Action Ticket), --> Defect Prevention (Checklist as defect prevention)
- Priority
- assigned to / action by - the responsible persons (must be invited to the project)
- assigned on / committed by / to be completed / completed on - as a date for tracking
- Description
- Images and attachments
Attach to process
Hover over the header to select a process to which the action will be assigned. Find and select the appropriate process in your project. At this point you can also detach the ticket from the process (top right).
Delete Ticket
Click Delete in the bottom left corner to permanently delete a ticket.
Checklists
Checklists replace the stability criteria in the previous lcmd and are used to consider preconditions during process planning, so that later on, the project flow isn't delayed by disruptive actions.
But checklists can do even more. They offer various options for setting due dates and can summarize all your important to-dos in the form of lists.
Create
You create a new checklist in the To Do Hub tab by clicking on the + symbol.
Checklists are created from templates. You can create and use as many checklist templates as you like in your project.
Templates for checklists
In the Settings tab, go to the Templates tab and add a new template in the top right corner.
Enter basic information:
- Standard trade
- To-dos for the pre-, follow-up, and follow-up inspections.
- Note: You must enter a "title" for each to-do item to be checked off.
- Pre- or follow-up times for these inspections
Select template
When creating the checklist in the To Do Hub, you'll be asked for a template. Select the desired template from the list.
Attach to process
Hover over the header to select a process to which the checklist will be assigned, similar to an action ticket. Find and select the appropriate process in your project. At this point you can also detach the ticket from the process.
You can also add checklist templates to a process in the process plan using drag & drop from the sidebar, see Tickets in the process plan.
Delete Checklist
Click Delete in the bottom left corner to permanently delete a checklist. The template will still exist in settings.
Manage tickets in To Do Hub
All tickets – action tickets and checklists – can be found in the To Do Hub tab.
At the top left, you can switch between board and list views and search by ticket name (not the process names to which they are assigned).
Board View
List view
Functions in To Do Hub
At the top right, you'll find sorting (only in list view), filters and the option to export to Excel.
You change the status of the tickets by dragging them into the respective status column on the board.
Tickets in process plan
You can edit and view tickets in the process plan.
Ticket view
In the process plan, you can see the assigned tickets in the Ticket view. This view replaces the previous Stability view.
Edit tickets
The action tickets and checklists are located on the right sidebar. Click on this icon to see your options
Here, you can navigate through the tabs with ticket statuses or search for tickets.
You can also see which tickets are already assigned to processes. Please select a process to see if there is a ticket assigned.
You can change the assignment by dragging and dropping from this list. Simply drag a ticket from the sidebar onto a process in the process plan.
The number displayed on the left side of the process icon indicates how many tickets are assigned. You can also see that tickets are attached in the "Attached" section of the sidebar.
Detach tickets
Resolve an assignment of attached action tickets or checklists as follows:
- Select a process
- Click the ticket icon in the sidebar
- Hover over the header
- Click "Detach"