Guides

Every drawing in Beech has a linked Kanban task. You can also create standalone general tasks for coordination, site follow-ups, and anything that is not a sheet. Mixing them up is the usual reason someone cannot get to Done, or cannot find a number in search.

Drawing tasks

Created automatically when you add a drawing from + Add work (choose Drawing). They share the drawing's reference (RV01-FLP-005), follow dependencies, and by default cannot be marked Done until an internal review is approved (unless the project turns that off). Revisions, file versions, and the drawing status lifecycle all live here. Review is not a type of work you add — it is a named step on the drawing.

General tasks

Created from + Add work → General, or from a site visit action point or meeting note. They get a TSK reference (RV01-TSK-007). Review is optional — Send for review from the task panel — and is never a gate. You can move a general task to Done at any time.

A simple rule

• If it is a sheet the client or consultant will see, it is a drawing.
• If it is a call, a chase, a site snag, or studio admin, it is a general task.