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Beech

Using the project Work tab

A practical guide for architecture studio workflows in Beech.

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16 August 2026

Updated 16 August 2026 · Beech Product Education Team

The daily list for one job: sections, completion counts, adding drawings and tasks, bulk edits, and printing the drawing list.

Intent: Explain using the project work tab 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.

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. There is no CSV drawing import and no checkbox bulk bar on the Work tab — update work one card or row at a time from the board or task panel.

Reviews for this project also appear on Work. You do not need a separate Reviews page.

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.

Full reference: Projects in the user guide

Related guides: Drawing tasks vs general tasks · How drawing numbers work · Why a drawing is Blocked

Next: explore related feature workflows.