Automatically assign observations to contacts

You can set rules on project level to automatically assign observations to specific contacts, based on the observation category.

1060

Example: in my project, every observation for the category electricity should be assigned to Dave Lewis.

  • Category: write down the category name (or a part of the name)
  • Contact details: select the contact(s) that should be automatically assigned to the observations of the category above
1200

Add, edit, or remove as many patterns as you like:

1192

Next step - start adding new observations:

  • in the online account: the selected contacts are automatically assigned when creating a new observation
  • in the app: the assignees will be added automatically after the report or To Do list has been synced to the online account.

Happy ArchiSnapping!

Questions? Contact us at [email protected]