Effective communication is the backbone of successful construction projects, but with numerous moving parts and constant updates, achieving streamlined communication can be a challenge. Enter STACK’s Workflows, a powerful tool that consolidates task tracking, promotes collaboration, and ensures every team member stays informed and aligned. Whether accessed on an iPad, iPhone, or the web portal, our Workflows feature makes managing construction projects simpler and more efficient. Here’s an in-depth look at how this tool supports project managers and field teams in handling RFIs, tracking project milestones, and more.
1. Centralizing Project Data with Smart Views
At the heart of STACK Workflows is the concept of centralizing information. This feature offers users a comprehensive view of all project-related tasks, providing clarity and reducing the risk of miscommunication. By consolidating data, construction managers can ensure that tasks are tracked efficiently, assigned correctly, and updated in real-time to maintain transparency throughout the project’s lifecycle.
2. Simplified RFI Creation and Management
Managing RFIs is a critical part of project management. The Workflows feature enables project managers to create, submit, and track RFIs seamlessly. The process begins with simple markups on plans and progresses through the creation of an RFI directly from these annotations. Here’s a breakdown of how STACK makes this process smooth:
- Creating RFIs On-the-Go: With STACK, field workers can quickly document issues as they arise. Using an iPad, a worker can annotate a plan, take photos, and attach them to a new RFI. This ensures that potential issues are addressed promptly, and detailed documentation is captured without delay.
- Integration with Structural Documents: Users can link supporting documents directly within an RFI, making it easier for project managers and field professionals to cross-reference information and provide precise feedback.
Bid Faster. Win More. Build Smarter.
Get your FREE account today to:
- Increase Team Efficiency
- Complete Estimates Faster
- Generate More Revenue
3. Streamlined Collaboration Between Teams
Effective communication between office-based project managers and field teams is vital. STACK Workflows facilitate this by allowing real-time updates and assignment changes. For instance, when an RFI is submitted, project managers can assign it to one or multiple team members, set due dates, and specify task priorities. Notifications ensure that all relevant parties are kept informed and can respond promptly, maintaining the momentum of the project.
Enhanced User Experience Across Platforms: While workflows are fully supported on iPads, iPhones, and the web portal, STACK plans to expand compatibility to Android and Windows in the future. This broadens the tool’s accessibility, allowing even more users to benefit from its capabilities.
4. Customization to Fit Your Needs
One of the standout features of STACK Workflows is its adaptability. Users can customize workflow templates to align with their specific processes and needs. For example:
- Tailoring Task Statuses: Custom workflows allow users to modify task statuses, changing their order or labels to better suit the team’s preferences. This ensures that everyone understands the progression of tasks and can track them more effectively.
- Adjusting Notification Settings: To avoid unnecessary alerts, users can customize which actions trigger email notifications. This option is invaluable for reducing distractions and focusing on important updates.
- Priority Management: Construction projects often require prioritization of tasks. With STACK, managers can assign priorities and adjust settings as needed, enabling teams to stay on top of critical activities and meet deadlines.
5. Generating Comprehensive Reports and Overviews
To maintain accountability and ensure that project stakeholders are up-to-date, STACK Workflows allows users to generate detailed PDF reports. These reports include all relevant information, such as annotated photos, attached documents, and clear descriptions. Project managers can share these comprehensive reports with external parties, ensuring that everyone involved has the information needed to make informed decisions.
Moreover, users can export data to Excel for in-depth analysis. For example, compiling a total cost impact across multiple RFIs or change orders is simplified by exporting these figures into a spreadsheet, where a sum of impacts can be quickly calculated.
6. Flexible Dashboard Views
Managing project data effectively often requires a customizable view. STACK’s dashboard functionality lets users save different views for various purposes, such as daily RFI tracking or a weekly overview of tasks. Users can filter and reorder data fields, displaying only what’s most relevant for their current focus. This feature ensures that project managers have access to the most pertinent information at any given moment, enhancing productivity and decision-making.
7. Built-In Notifications for Improved Efficiency
Notifications play a crucial role in keeping everyone updated. STACK Workflows includes comprehensive notification settings that inform team members when tasks are created, modified, or updated. Users can adjust these settings to tailor notifications based on their preferences, avoiding information overload while ensuring critical updates are received.
Building a More Efficient Future
STACK’s Workflows offer a significant step forward in how construction projects are managed. By centralizing information, simplifying RFI processes, and offering flexible customization, this tool ensures that project managers and field teams work together efficiently. As the industry continues to adapt to digital tools and data-driven approaches, having a robust workflow management system is essential for maintaining competitive advantage and achieving project success.
With future updates planned and continual enhancements on the horizon, STACK’s Workflows will only grow more powerful, providing construction professionals with the tools they need to stay ahead. Whether you’re managing tasks on-site or coordinating efforts from the office, STACK ensures your team stays connected, informed, and efficient.
See workflows in action! Create your STACK | Build & Operate account today.
