Insights: portfolio headline, four counters, needs attention and by-project progress

Step by step

  1. Create a folder per client or development; collapse the ones you are not on this week.
  2. Duplicate a project for the next plot so the header is already filled.
  3. Insights → Needs attention: every critical and overdue item, tappable.
  4. Insights → By project: who is behind. The bars are the conversation with the site manager.

Related questions

Is Insights on the free plan?

No. It is Pro, because it reads across unlimited projects, which is also Pro.

Can two of us see the same projects?

Not today; sync is between your own devices. Share PDFs and CSVs, or the checklist templates.

Try it on your next walk

Free to download; the first project is free for good. No account.

Download on theApp Store

← All questions