Guides

Beech is built for architecture studios: drawings with real numbers, a board for the work, sprints for the week, and a Home page that surfaces what needs your attention. You do not need every setting on day one. You need a loop you can repeat.

The four places you will live

• Home — blocked work, reviews waiting on you, vendors due, and today's work list.
• Projects — one client job. Open a project for Work, Log, Studio, Vault, Deliverables, and Info.
• Workspace — your board across every project you can see, including reviews and vendor requests.
• Schedule — the sprint. Managers plan it; contributors see their assigned sprint work.

More hides Firm board, Activity, Vendors, Library, Reports, Team Hours (Managers and Admins), and Firm settings. On a phone, those four destinations sit in a bottom tab bar.

What to do in the first few days

1. 1
   Open Home

   Click a summary chip (Blocked, For review, Vendors due) or an item in Today's work. That is usually faster than hunting through Projects.

2. 2
   Find your tasks in Workspace

   Filter by assignee (you) if the board is busy. Green In-sprint badges are this week's commitment.

3. 3
   Learn one drawing number

   Press Cmd+K (Mac) or Ctrl+K (Windows) and type a reference like RV01-FLP-005. Search is the fastest way back to a sheet.

If you cannot see a project

Only Admins see every project. Managers and Contributors see projects they are members of (or have work on). Ask a manager to add you on the project's Info tab, and check you accepted the invite with the same email you log in with.