With so many running projects, it can take a really long time to attend inspections and make site visits to every one of our project sites. With all of the traveling that we do from the field to the office, from site to site, or from subcontractors and suppliers to our project sites, we need to keep our travel time and routes as efficient as possible. This guide will show you how to use the Map View on your mobile device to make travel as easy and efficient as possible! Let's get started!
Plot your locations
In order to make sure we're planning our site visits as efficiently as possible, we have to first make sure we plot out all of our sites and destinations into our board. To do this, we've added the Location Column to our board!
In this case, we're creating a list of all of the running projects we have in one city. We've created a board that acts as a directory of all of our projects, grouping the projects by residential, industrial, or community sites. We've then inputted the exact address into our Location Column and added some extra details in additional columns on our board.
We could also create a board with a Location Column for other purposes, such as sites for potential projects, upcoming site inspections, warehouses and supplies for pickup, meetings with clients, subcontractors, or department offices for permits and approvals, and more!
Add the Map View
Once we've plotted all of our important locations in our Location Column, we can add the Map View to our board! We just have to click the "Main Table" views button at the top left corner of our screen and then select "Map" from the list below:
Now we can see all of our projects plotted across our map as little markers!
Check out this article to learn more about the Map View!
Plan your route
Now that we have all of our sites distributed visually across our map, we can begin to plan a logical and efficient route. We can drag a finger to move around within our map, and click on any of our markers to view the item's details at the bottom of the screen. Swiping through our item cards and looking at the proximity of the markers on our map will help us visually plan our visits!
We can click the item's preview at the bottom of our screen to expand it to full-screen mode to help us understand more details, and even edit the item!
Get there with a click
Once we've decided on a route, we're ready to hit the ground running and start visiting our sites! We're going to choose the first site we want to head to, and click its marker on the map to open up the item's details below. We'll then click the site's address that we previously inputted into the Location Column, like this:
We'll get a little Location Column pop-up window at the bottom of the screen, where we can select "Open with".
Now, we can select our favorite navigation app to open this address!
Now that we have our route mapped out, we're ready to go! Let's click "Start" and head out to our site!
Declutter your map
If you're trying to tackle a specific project, or just need to see certain sites on your map, you can declutter your map by filtering the markers! Click the tornado filter icon just above your map to open your filter options, like this:
You can filter your items using quick filters of any of the columns or groups on your board, or by specific conditions with advanced filters! This week, each project manager is going to visit all of their sites, so they'll use the Map View's quick filter to only view their own projects! I'm going to take this one step further by adding advanced filters to only check out the projects with a status meeting this month that have not yet been labelled "Completed". When we're finished, we just have to click "Save" to check out our filtered results!
Now we can see a nice neat map, filled only with the sites that are relevant to us at this moment! If we want to return to this filtered view in the future, we can click "Save View"!
See you out in the field! 🏗
If you have any questions, please don't hesitate to reach out to us by sending us an email to firstname.lastname@example.org! We're here 24/7 and happy to help :)