16 August 2026
Updated 16 August 2026 · Beech Product Education Team
Build a reusable drawing list and clone it onto a new project.
Intent: Explain drawing list templates in a way that a new team member can follow without prior Beech context.
Who this helps: Architecture studio admins, managers, and contributors who need a repeatable operational workflow.
If every villa or every school starts with the same sheets, do not type them again. A template is a list of drawing items — title, category, phase, section, optional hours — that you clone when you create a project.
Build the template
Firm settings → Drawing templates. Add items one at a time, or start from the standard list. Drag the handle to reorder rows before you save.
Use it on a new job
When you click New project, pick the template to pre-populate Work. You can still add, remove, or reassign drawings after clone from the Work tab (+ Add work).
Prerequisites
- Confirm you can access the project and the page referenced in this workflow.
- Collect any drawing references, due dates, and ownership details before you start.
Expected outcome
By the end of this workflow, your team has one visible, repeatable process and cleaner handovers.
Common mistakes and prevention
Mistake 1: Skipping context fields (owner, due date, status notes), which makes follow-up harder.
Mistake 2: Treating chat updates as source of truth instead of recording the update in Beech.
Troubleshooting checklist
- 1Troubleshooting step 1
If a control is missing, verify your role has permission for the action.
- 2Troubleshooting step 2
If results look wrong, check filters and refresh to confirm latest synced data.
Full reference: Drawing list templates in the user guide
Related guides: Roles and permissions playbook · Security controls for admins · Exporting data for audit or handover