Tools

Tool Associations

Most tasks will require at least one tool, but more often than not, multiple tools.

The Tool Associations function will list every tool needed to complete a task.

Tool Association Setup

Before you can associate any tools with tasks, you must first complete the following:

  1. Create the Category & Sub-Categories (if you’re setting up the sheet in order, these would have been setup when setting up the Items.)
  2. Create a Task Group in the “tasksGroup” tab
  3. Create a Sub-Task in the “tasksSubGroups” tab
  4. Add the tool(s) to the “toolsData” tab.

Creating Tool Associations

Select Category & Sub-Category

This process just filters your Items to make them easier to find in the Item drop-down select list. 

Select Item & Sub-Item

Select the item (and sub-item, if desired) to which you want to associate tools.

Anytime you select this Item in the “projectSelections” tab, these tools will populate the “Report: Tools List” tab for a print friendly checklist.

Select Task Group

Select the task group.  The options will be filtered to only match the Category/Sub-Category selected previously in the row.

You can further narrow these tools down to a specific task.

Select Tools

Finally, select the tools that are associated with the current Task Group or Task.  There are currently 20 columns for each row (that means you can have up to 20 tools per group or task), which should be more than enough for a single task.

Summary

Once you’ve made your associations between tasks and tools, you can add an item to your project and either check the “Associated Tools” column of the “projectSelections” tab (currently Column Z), or just visit the “Report: Tools List” tab to see the final result.