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Platform Overview

Get familiar with Conpanion's interface and understand how the platform is organized to help you navigate efficiently and make the most of all available features.

Platform Architecture​

Conpanion is built around a multi-tenant architecture that supports:

  • Organizations: Your company or business entity
  • Projects: Individual construction projects within your organization
  • Users: Team members with different roles and permissions
  • Entities: Tasks, forms, approvals, and other project elements

Top Navigation Bar​

The top navigation bar provides access to all major sections:

  • Burger menu: Expands the sidebar menu for you to explore the different features of the app

  • Organization Selector: Switch between different organization

  • Project Selector: Switch between different projects

  • Notification icon: Expands the notification tab

The sidebar provides context-specific navigation:

  • Home: Overview dashboard of all projects and recent activity

  • Tasks: Task management and Kanban boards

  • Forms: Form builder and submissions

  • Approvals: Approval workflows and requests

  • Site Diaries: Daily reporting and progress tracking

  • Analytics: Project metrics and reporting

  • Report an issue: Report an issue with the app functionality

  • User Settings: User and organization configuration, and sign out

Core Sections​

Tasks Section​

The tasks section provides comprehensive task management:

Task Views​

  • Kanban Board: Visual task organization by status

Task Management​

  • Create Tasks: Add new tasks with details
  • Assign Tasks: Assign tasks to team members
  • Track Progress: Monitor task completion
  • Attach forms to tasks: Users can easily understand what forms are needed to be filled for each tasks
  • Attach entries to tasks: Completed entries can be attached to forms for quick reference
  • Add Comments: Collaborate on tasks

Forms Section​

The forms section handles all form-related activities:

Form Builder​

  • Create Forms: Build custom forms with various question types
  • Question Types: Text, checklist, photo upload, file upload
  • Form Logic: Conditional questions and validation

Form Management​

  • Form Submissions: View and manage form responses
  • Form Analytics: Track form completion rates
  • Form PDF Export: Export form data into PDF for reporting

Approvals Section​

The approvals section manages approval workflows:

Approval Requests​

  • Pending Approvals: Items awaiting your approval
  • My Requests: Items you've submitted for approval
  • Approval History: Track all approval activities

Approval Management​

  • Create Approvals: Submit items for approval
  • Review Approvals: Approve, reject, or request changes
  • Approval Comments: Add context to approval decisions

Site Diaries Section​

The site diaries section handles daily reporting:

Daily Reporting​

  • Create Site Diary: Start a new daily report
  • Create Site Diary Templates: Create standardized site diary templates based on your project requirements
  • Optional metadata fields: Optional additional metadata fields
  • Progress Documentation: Track daily progress

Site Diary Management​

  • View Reports: Browse historical reports
  • Export Reports: Generate PDF reports
  • Photo Documentation: Add photos to reports

Analytics Section (BETA)​

The analytics section provides insights and reporting:

Project Metrics​

  • Task Completion: Track task completion rates
  • Form Submissions: Monitor form activity
  • Approval Times: Measure approval efficiency
  • Project Progress: Overall project performance

Custom Reports​

  • Report Builder: Create custom reports
  • Data Export: Export data for external analysis
  • Scheduled Reports: Automate report generation

Next Steps​

Now that you understand the platform structure:

Need Help?​

  • Check our FAQ for common questions
  • Contact Support for personalized assistance
  • Explore our tutorials for detailed walkthroughs