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    New in 2024

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    Article Summary

    March

    Additional Assignee Filters in Issues on Mobile

    In Issues on the SmartUse App, we added the "Recent Changes" filter and in the General filter, "Issues I can Complete".

    Additional Assignee Filters Support for the Export of Issues on Mobile

    We added support for the additional assignee filters in the export of issues in PDf and XLS on the SmartUse App.

    February

    Custom Fields in Issues CSV Download

    Three columns have been added for the Custom configurable fields in the download of the CSV file for Issues in the SmartUse App.

    Documentation Column in Workflow PDF & XLS Export

    A documentation column has been added In the PDF and XLS export the Workflows.

    Procore Integration

    NOTE
    To enable the Procore integration in SmartUse, you must contact your account manager so they can help you set it up. Visit the SmartUse + Procore page for more details.

    SmartUse now offers the possibility of integrating with Procore to import plans from a Procore project to a SmartUse project. This means that when a General Contractor with plans in Procore is working with a Subcontractor who wants to use the Procore integration, the Subcontractor can access the plans through SmartUse with their SmartUse license.

    The Procore integration can be set up in Edit project, in the INTEGRATIONS tab.

    Once connected, you can access the Procore plans in PROJECT INFO, Documents.


    SmartUse Workflows for Seamless Project Communication

    SmartUse now has Workflows to help your team manage and keep track of any process, documentation, or issue.

    Six of the most common document types are already built-in as default Workflows and are ready to use.

    • Requests for Information (RFIs)

    • Change Orders (COs)

    • Potential Change Orders (PCOs)

    • Shop Drawings

    • Submittals

    • Tasks

    What other process or documents does your team need to manage?

    In addition to the default SmartUse Workflows, you can add as many Workflow types that your team needs.

    You can add a Workflow types which will be found in the left side navigation menu. From there you can them create Workflow Items under each type.

    Creating a Workflow Item brings you to the Item View where you can fill in the information relating to the specific process, document or, issues in question. In the Item View, you can link Photos and Project documents.

     Once the Workflow Item is created, it will be displayed in the Workflow List view where you get a quick overview of all the items created in this type, select what columns you want displayed, change the order of the column, apply filters, group items, and save your current view. 


    If you need additional assistance, please Contact Us.



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