Guides

Open a project and stay on Work. That is drawings, general tasks, vendor coordination, and reviews for this job — grouped the way your firm sections a set.

Sections

Rows sit in drawing sections (Survey, Floor Plans, Electrical, and whatever you configured). Each section shows a completion count such as 2/5 and can collapse. Configure names and order in Firm settings → Drawing Sections.

Add and bulk-edit

+ Add work opens one dialog: pick Drawing, General, or Vendor, then fill in the details. Drawings take title, section, assignee, category, phase, and optional due date. A Kanban task is created in sync. Review is not a work type — send an existing drawing for review from the task panel or the board.

Print drawings on the Work tab makes a PDF grouped by section for site meetings or handover. To update several tasks at once, use Multi-select on the Workspace Kanban board. There is no CSV drawing import and no checkbox bulk bar on the Work tab.