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How to Add and Edit Points
How to Add and Edit Points

In this article, we will explain how to add and edit points, make comments, and use @mentions effectively.

Nicole Howard avatar
Written by Nicole Howard
Updated today

Adding Points

Add points by clicking the blue ‘New Point’ button above the work list.

A blank job card opens over the page after clicking the 'New Point' button.

Point Title

A point title is the only mandatory field required when creating a new point.

Priority and Status

By default, the Priority is set to 'Medium' and the Status is set to 'Open,' unless otherwise specified.

The available Priority options are Low (blue), Medium (yellow), and High (red), which are also reflected on the site plan.

The Status options include Open, In Progress, On Hold, Completed, and Cancelled. Please note that tasks marked as Completed or Cancelled are not automatically displayed on the Work List and need to be selected in Filters to be displayed.

Description

Description information can be made using rich text (bold, italics, underline, strikethrough, numbering, bullet points) directly in the description box. Use the hyperlink symbol on the rich text menu to link to another point on Pinpoint Works or another URL if required. Use the @ symbol on your keyboard or click the @ symbol on the rich text menu to @mention a user directly in the Description field. This user will receive an in-app notification when this update is made.

Assignees

Assign another user to the point.

Tags

Use tags specific to your site to sort and filter your date.

Custom Fields

Use custom fields specific to your site to give more detailed information about your point.

Attachments

Attachments, such as images and documents, can be added by browsing your device or dragging and dropping them into the Attachments section. All users can download and save files, but only Admin and Normal Users can delete files and annotate images. Attachments can be renamed using the pencil icon.

General Arrangement

You can create a point without a location or click on the site plan to activate it and pinpoint a location on the site plan. Use the zoom in/out (+ -) buttons and pan and zoom to navigate to the correct location. Use the pin/area toggle to choose between dropping a pin or selecting an area on the site plan. Drop up to 30 location pins per point. Click to add new pins and click and hold to drag and drop the pins into different locations or drag them to the bin icon at the bottom of the screen to delete. Select a full area by dropping as many pins as needed to designate the shape. Click and hold the shape to drag and drop it into a different area or drag it to the bin icon at the bottom of the screen to delete it.

Create Point

After filling the appropriate fields and adding media files as needed, click the blue ‘Create Point’ button at the bottom of the work list card. (If no location is set, the button will say 'Create point without location'.) Once saved, the new point will be available in the work list table to edit later if required.


Editing Points

Select a point on the work list table to edit details, add files, and make comments.

Scroll through points

Scroll through points using the up and down arrow buttons above the point details.

Seen by

Hover over to see a list of users who have viewed the point. Hovering on the avatars will display the users' names and a time that indicates the last time they viewed the point.

Add Flag

Assign a red flag to the point to make it stand out or increase its priority. (Only Admin users can assign red flags).

Subscribe to point

Click the bell icon to subscribe to a point and receive notifications about it. If you're already subscribed, the bell icon will be highlighted in blue. Click the bell again to unsubscribe from notifications.

Create reminder

If the Reminders feature is enabled on your account, click the 'Create Reminder' button to choose a date and add a note for your reminder.

Expand point

Expand the point to fullscreen view. To return to half-screen, simply collapse the point.

More Options (3-vertical dot icon)

  • Export the selected point as a PDF report or Word document.

  • Copy the point to another site.

  • Copy the point's link.

  • Delete the point (Admin users only). Please note that deleting a point will permanently remove all its information. Use the ‘Canceled’ or ‘On Hold’ statuses when applicable to preserve data.

Return to the work list

Return to the full work list by clicking the ‘x’ button in the top right corner.

Custom Fields

To make changes to Custom Fields, enter the information and click outside the Custom Field box or press Enter.

Edit the pin location

Pan and zoom to adjust the view, then click on a new location to edit the pin. You can also add, move, or delete multiple pins from this area.

Attachments and Image Annotation

  • Add media files and documents by browsing or dragging/dropping files to the job card in the Attachments section.

  • Attachments can be renamed by clicking the pencil icon when hovering over the attachment. A pop-up dialogue box will appear to rename the file.

  • Attachments can be deleted by clicking the bin icon when hovering over the attachment.

  • Click on the attachment to expand it. Here you can annotate, rotate, zoom, download and delete the file.

Note: A 360 camera is needed for adding 360 photos.

Activity

View all activities associated with the point card, or filter to see only comments.


Comments

Making Comments

Use comments to update users on the status of works using rich text where necessary (bold, italics, underline, strikethrough, hyperlink, numbering bullet points and @ mention). Use the @ symbol on your keyboard or click the @ symbol on the rich text menu to @mention a user directly in the comments. This person will receive an in app notification with this update.

Deselect the 'Press Enter to send' tickbox to format comments into paragraphs. Click the 'Comment' button to submit the comment.

Editing Comments

Users can edit their own comments within 24 hours of submission to correct mistakes. This can be done by clicking the 'Edit' button below eligible comments. Users can open a text area to make changes. After editing, they can either 'cancel' their edits or 'Submit' the revised comment. Edited comments will display an 'Edited' label, and hovering over the comment shows a tooltip with the date and time of the last edit.


Note that only the comment author can edit their comment within 24 hours of submission, and comments cannot be edited to be left empty.

Liking Comments

Quickly acknowledge comments from colleagues by liking the comment from the notification panel or the activity feed in the point card. Click the like button again to unlike the comment.

The number of users who have liked the comment will appear next to the icon. Hover on the like icon to see a list of users who have liked the comment.


Still have questions?

Send us a message through the chat icon in the web app, email us or keep looking through our Help Centre for more information.

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