Getting started
16 August 2026
Your first week in Beech
Where to click after you log in, what the four main pages are for, and how to find your own work without learning the whole product at once.
16 August 2026
Setting up a project
How to create a client job in Beech: name, code, template, manager, members, and the settings that change how work runs.
16 August 2026
Inviting the team and picking a role
How seats, permission tiers, and job titles differ — and how to invite, resend, or deactivate teammates.
16 August 2026
Finding work with search and shortcuts
Jump to a drawing by reference, open the assistant, and use the shortcuts that save a trip through Projects.
Drawings and tasks
16 August 2026
Drawing tasks vs general tasks
When work should be a numbered drawing and when it should be a TSK — and why only drawings hit the review gate by default.
16 August 2026
How drawing numbers work
Project code, category, sequence, and -R1 revisions — why the number never changes, and how to jump to a sheet with search.
16 August 2026
Why a drawing is Blocked
How dependencies on other drawings or vendor requests set Blocked automatically — and how the chain unblocks when upstream work finishes.
16 August 2026
Getting a drawing to Done
Why drawing tasks wait on an approved review, when a manager can override, and how to turn the gate off for a project.
16 August 2026
Internal review in Beech
How to request a review, where reviewers find the work, and what happens when everyone approves — or one person asks for a revision.
16 August 2026
Creating a revision
When a client changes an approved sheet, create a -R1 row instead of editing the original — the first drawing stays in the record.
16 August 2026
On Hold vs Blocked
Blocked is an automatic wait on someone else. On Hold is a deliberate pause with a written reason you can defend later.
16 August 2026
Using the project Work tab
The daily list for one job: sections, completion counts, adding drawings and tasks, bulk edits, and printing the drawing list.
16 August 2026
Working the Kanban board
The six Workspace columns, the in-sprint badge, and filters you can bookmark and share.
Daily work
16 August 2026
Workspace vs Schedule vs Home
Three pages, one loop: Home surfaces attention, Schedule commits the week, Workspace is where status actually moves.
16 August 2026
Logging time
How to record hours on a drawing or general task, check My Hours, and what managers see on Team Hours.
16 August 2026
Using Home as the command centre
What the chips, sprint banner, and Today's work are for — and how Home differs for Admins versus everyone else.
16 August 2026
Quick capture: notes and reminders
A private drawer for notes and “remind me” items — Cmd+J, cards on Home, nothing shared with the project. Distinct from BeeBo.
16 August 2026
Using BeeBo for live work
Open the firm agent, ask for lookups, and Confirm plan cards before anything changes — plus how BeeBo differs from Help Centre.
Project records
16 August 2026
Site visits and MOMs
How to log a structured site visit, attach photos, and turn Action points into Beech tasks — one at a time or in a batch.
16 August 2026
Meeting notes vs site visits
When a light MTG note is enough, and when the visit needs a full MOM with categories and action statuses.
16 August 2026
Studio vs Log vs Jot
Three places project writing can live — operational record, design documents, and visual reference — so minutes do not end up in a jot.
16 August 2026
Vault vs Studio
Where project files live now — Vault for the firm pool, Studio for canvases, Jot, and links.
16 August 2026
Writing in Jot
How to start from a template, use mentions and live work links, and let Jot auto-save while you think on the project.
16 August 2026
Studio canvases and inspiration
Canvases that behave like a studio wall — save is manual, PNG export is on the card — plus inspiration links. Project files live in Vault.
Coordination
16 August 2026
Vendors and consultant requests
Directory, four-step request statuses, log chase, stale alerts, and linking a consultant deliverable so drawings unblock themselves.
16 August 2026
Messages and project Chat
Firm DMs and groups, project General rooms, Vault attach, Discuss in chat, threads, pins, and promote to a task.
Planning
16 August 2026
Using sprints in Beech
How time-boxed sprints help a studio commit to the right work, run the week from Schedule, and finish without leftover tasks disappearing.
16 August 2026
Firm-wide vs project-wide planning
One shared studio sprint, or a sprint per project — how to choose, what “one active sprint” means, and how to switch modes safely.
Firm setup
16 August 2026
Customising drawing sections and firm taxonomy
How Work tab grouping and firm labels are configured in Firm settings — and what happens when a section is already in use.
16 August 2026
Drawing list templates
Build a reusable drawing list and clone it onto a new project.
16 August 2026
Project statuses your firm actually uses
The default Intake-to-Completed catalog, how to rename or add statuses, and who moves a project along.
16 August 2026
Reports you can send a client or principal
Portfolio Excel/PDF, team-member sheets, sprint printouts, and the drawing-list PDF — who can download which.
16 August 2026
Activity feed: what changed
A 90-day trail of status moves, vendor logs, and review decisions — when to use it instead of Home, and how to jump to one item.
16 August 2026
Billing, seats, and export
What a seat is, Starter through Business, trial and expiry, payment, and how Admins export (or delete) firm data.