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Create a GamePlan Email

Set up automated, personalized task lists within ConstructionOnline™ that deliver directly to your project team's inbox

BACKGROUND

GamePlan™ Task Lists are ConstructionOnline's answer to construction task management—fully automated, fully customizable, and built to keep member of your project team on task and on target. Once configured, GamePlan emails automatically compile all activities assigned to a specific contact and deliver them at regular intervals directly to their inbox, without requiring the recipient to log in to ConstructionOnline to check for updates. 

GamePlan emails can include Calendar Events, Schedule Tasks, To Dos, Punch List Items, RFIs, and Checklist Items—all filtered to the individual contact so each team member receives only what's relevant to them.

THINGS TO CONSIDER

  • GamePlans can be created for any ConstructionOnline Contact and managed from two view: 

    • My GamePlans — displays GamePlans created by the currently logged-in user. 
    • All GamePlans —displays all GamePlans created across the company. 
  • GamePlans include tasks that a contact has been assigned to as a Resource. If no tasks are assigned to the contact, the GamePlan email will be empty. 
  • GamePlan emails are sent automatically based on the frequency and time configured during setup and will recur until discontinued. 
  • You can check the "Only send items assigned or related to the contact" option to limit GamePlan to items directly associated with the recipient, rather than all tasks in their assigned schedules. 

🗒️ Note: For a full overview of GamePlan Task Lists, see Overview: What is GamePlan? 

HOW TO CREATE A GAMEPLAN EMAIL

  1. From GamePlan Task Lists, click the green (+) Add New GamePlan button. 
  2. This will open the "New GamePlan" window, where you can enter information about the GamePlan, including -
    1. Details: 
      1. Create GamePlan for: Enter the name of the ConstructionOnline contact(s) the GamePlan will be created for. This field is required. 
        1. When multiple contacts are selected, ConstructionOnline will generate individual GamePlan emails for each contact using the same configured settings, with content filtered to each recipient's assigned tasks. 
      2. Only Send Items Assigned or Related to the Contact: Limit the GamePlan to items directly associated with the recipient 
      3. Frequency to Send: Choose how often the GamePlan email is sent (Daily, Weekly, Bi-Weekly, or Monthly). 
      4. Day to Send: Select the specific day of the week to send (if applicable based on frequency). 
      5. Time of Day to Send: Set the time the email will be delivered to the contact. 
      6. Timeframe to Include: Choose the time window of tasks to include, such as "Today" or an upcoming range. 
      7. Filter GamePlan Layout By: Choose whether to organize the email by Date or by Project. 
      8. Send an Email Copy to Additional Users: CC additional ConstructionOnline contacts on the GamePlan email. 
      9. Choose What to Include in the GamePlan:
        1. Calendar Events 
        2. Schedule Tasks 
          1. Only Tasks explicitly associated 
          2. All Tasks in the contact's schedules 
        3. To Dos 
        4. Punch Lists Items 
        5. RFIs
        6. Checklist Items 
        7. Items without a due date 
    2. Message: Optionally, choose to include a personalized message or additional text in the GamePlan email. 
  3. Click the blue "Create" button to save the GamePlan. 

➡️ Pro Tip: Not sure why a task or event isn't appearing on a contact's GamePlan? Check to make sure the contact is assigned as a Resource on that item! 

ADDITIONAL INFORMATION 

  • Subscription Level: The GamePlan Task List feature is available for ConstructionOnline accounts with active subscriptions across Residential, Commercial, Multi-Family, and Specialty tiers. 
  • Permissions: Admin Users and Company Users can create and manage GamePlan emails. 
    • GamePlan permissions can be configured for TeamLink Users within TeamLink Settings, giving companies the flexibility to either manage GamePlan content internally or deliver it directly to the TeamLink contact. 
  • CO™ Mobile App: GamePlan is available via the mobile app. 

HAVE MORE QUESTIONS?

  • Frequently asked questions (FAQ) about GamePlans can be found in the article FAQ: GamePlans™. 
  • If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA Support Page for additional options.