ProPlans Help
Step-by-step help for plans, markups, tasks, documents and messages, on your phone, tablet or computer.
Start with your role
Section titled “Start with your role”What you can do in a project depends on your access level. Pick yours to see what’s open to you and where to begin.
AdminRun the project: invite people, set who can do what, and manage plans, tasks and documents.
ManagerKeep the work moving: plans and sheets, tasks for the crew, documents and conversations.
CrewSee the latest plans, mark them up, work through your tasks and stay in the conversation.
ViewerLook at plans, documents and progress without changing anything.
Find help by topic
Section titled “Find help by topic”ProjectsCreate, edit, find and archive projects.
Plans and sheetsUpload plans, name and order sheets, and move around them.
Markups and notesDraw on a sheet, use layers and leave notes where the work is.
TasksMake task lists, assign work, and send and approve it.
DocumentsKeep specs, photos and files with the project.
MessagesTalk to the whole project, a trade or one person.
People and invitesBring people in by invite, link, code or QR poster.
NotificationsKnow when something needs you, and choose what you hear about.
Your account and planYour profile, settings, language, storage and plan.
Working offlineTake a project where there's no signal, and catch up later.
Phone, tablet or computer
Section titled “Phone, tablet or computer”ProPlans works the same way on every device, with a few differences in how you get around: tapping or clicking, the back button, the Mac’s menu bar and keyboard shortcuts. See what’s different on each device.
Still stuck?
Section titled “Still stuck?”Try Troubleshooting and the FAQ, or contact us.