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Adding, viewing and resolving pins on plans

Keep up to date with changes on plans and pin comments.

The pin tool assists during take-off/design and construction phases of a project by pinning notes and/or images directly onto plans. Pins are created in real time, allowing collaboration across the project. Use them to clarify measurements, signify a defect or RFI details by adding additional notes or images from the site for yourself, other users, or even across Groundplan accounts.

Pins can be categorised according to their types.

Depending on the screen size, the location of buttons and functionality may be different from that in this article. Relocate the annotation bar by click, holding and dragging.

💡To add and view pins more easily, hide the stage sidebar to give more room on the editor.

Adding pins

  1. Click the pin tool

  2. Click the plan where the comment/image relates to

  3. Click +add type to choose a pin type eg. RFI, variation more about pin types here

  4. Add a comment and/or click to add an image

  5. Click save

Adding pins on an iPad/tablet

Ensure scribble mode is pre-established first; click here for instructions.

  1. Tap hide sidebar

  2. Tap the pin tool

  3. Tap the plan where the comment / image relates to

  4. Click +add type to choose a pin type eg. RFI, variation

  5. Add a comment and/or click to add image

    Use scribble mode for writing

  6. Tap save

Using voice to text

Ensure that dictation is set up on the device first; click here for instructions.

  1. Tap the pin tool

  2. Tap the plan where the comment / image relates to

  3. Click +add type to choose a pin type eg. RFI, variation, notes

  4. Tap into the text section

  5. Tap microphone button to start recording

    Text will populate into the section

  6. Tap microphone button to complete recording or stop talking

  7. Tap save

Notifications

Pins allow users to notify others who have access to the project by mentioning them in a pin comment. Notifications appear at the top of the screen.

  1. Create the comment

  2. Use the @ sign, then begin typing their name

  3. Make a selection if more than one; then click enter

  4. (Optional) Continue to add further names the same way

  5. Click save

Resolving pins

Resolved pins appear with a tick inside their pin shape and remain the type colour. Using the toggle, pins can also be hidden from the plan once resolved.

  1. Click on the comment

  2. Write any comments if required

  3. Click reply

  4. Click mark as resolved

  5. Click close

Who resolved a pin?

When filters are closed, hover over a completed tick to see which user completed the pin.

Viewing pins in the Account

Pins in the account can be filtered.

  1. Click the pin on the top bar

  2. Click filters to filter by:

    • Specific projects

    • Specific plans

    • Resolved or not

    • By pin types

    • Whether a mention has occured

Viewing at project level

When inside a project, filter and use this project. A plan link is also provided to move to the plan where the pin is present.

Edit an existing pin on the plan

  1. Click on the pin

  2. Click the 3 dots

  3. Click edit

  4. (Optional) Type to change the text

  5. (Optional) Change pin type

  6. Click image, add image from files or take a photo

  7. Click save

Managing pin types

Only the owner, admin and setup roles can create and edit pin types; however, all users can use them.

  1. Click my account, then click setup

  2. Click pin types

  3. Click and type in the new type or edit an existing

  4. Select a preset colour or choose new from the colour wheel (optional save colour)

  5. (Optional) Drag and drop to reorder

Frequently asked questions

How can I set up to record my voice and convert it to text on my iPad?

On an iPad:

  1. Click settings

  2. Click general

  3. Click keyboard

  4. Enable dictation and auto-punctuation

How can I write on my iPad instead of typing?

You will need an Apple pencil or stylus with scribble enabled.

  1. Click settings

  2. Click Apple pencil

  3. Enable scribble

  4. It is recommended to try scribble

Can I see who has completed a pin?

Yes.

When filters are closed, hover over a completed tick to see which user completed the pin.

Can I move a pin to a different part of the plan?

Yes, provided it is on the same plan.

  1. Zoom into the pin to move

  2. Click on the pin

  3. Click, hold and drag to the new location

  4. Press ESC

The buttons and presentation of my pin functions are different to this article?

Depending on the screensize on the computer or device, buttons may relocate and appear different. To give more room when adding comments to a plan or reviewing pins, hide the stage sidebar.

If I send plans to our clients in PDF form, how will they read my pins?

The pin tool was designed for internal use across users and other accounts.

The text tool is commonly used to create comments on plans to be viewed when exporting the plan to PDF.

The team is always looking for ways to improve the Groundplan experience. Feedback on features is important to us and is put forward to the development team for future release consideration.

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