Getting a drawing to Done

By default a drawing cannot sit in Done until internal review has approved it. That is the studio gate before a sheet goes to a client or vendor. General tasks skip this — they can be Done whenever the work is finished.

The usual path

1. 1
   Finish the sheet

   Move the task through To-Do and In-Progress. Attach the file from the task panel if you keep versions in Beech.

2. 2
   Send for review

   From the task panel, or by moving the card to In-Review. Pick one or more reviewers. Confirm with Send for review.

3. 3
   Wait for Approved

   When every reviewer approves, the drawing can reach Approved and the task can go to Done.

If you do not use formal review

Turn off Require drawing reviews in the project Info tab. Drawings can then be moved to Done directly. Admins and Managers can always move a drawing to Done, even when the gate is on.

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

1. 1
   Troubleshooting step 1

   If a control is missing, verify your role has permission for the action.

2. 2
   Troubleshooting step 2

   If results look wrong, check filters and refresh to confirm latest synced data.