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ProPlans Help

Photos, files and links in messages

Everything you can add to a message is behind the paper clip at the right end of the message box. It offers, in this order: Link Document, Link Plan Sheet, Link Task, Add Media and Take Picture. What you add waits above the box until you send it, with a cross to take it off.

Photos and videos

Section titled “Photos and videos”

Tap the paper clip, then Add Media to pick from your photos, or Take Picture to use the camera. A message can carry up to eight photos and videos. A video can be up to 5 minutes long and 250 MB.

On a phone or tablet you can also paste a picture you have copied: press and hold the message box and choose Paste.

Tap a photo in the conversation to open it full screen. Pinch or double-tap to zoom in, and swipe sideways for the next one. Everything shared in a group is also under Media on its Group Information.

Section titled “Link a document”
  1. Tap the paper clip, then Link Document.
  2. Tick the documents on Link Documents and tap Confirm. To add a new one, tap Upload, pick the file, give it a name, a category and who can open it, and tap Save: it comes back ticked.
  3. Send the message.

If someone in the conversation can’t open a private document you link, ProPlans asks first: Share and link lets them open it, and Link without sharing shows them its tile only. Only the person who uploaded a document, or a project Admin, can share it; anyone else is asked Link it anyway?

Section titled “Link part of a plan sheet”
  1. Tap the paper clip, then Link Plan Sheet. The plan opens, saying Link a plan sheet at the top.
  2. Zoom in to what you want to show, or tap Select area and drag a box over it. To use another sheet, tap All sheets.
  3. Tap Attach. You are back in the conversation with a picture of it above the box.

Anyone who taps View in plans on the message lands on that sheet, zoomed to what you linked.

Section titled “Link a task”

Tap the paper clip, then Link Task. Pick a task list, tick up to ten of its tasks and tap Confirm. Each shows as a card with the task’s number, title, status, who it is for and its due date, as it is now. Tapping a card opens the task in its list. Someone who approves work can approve a task waiting for review on its card, and someone on the task can send their work from it. Someone who isn’t on the task’s list sees only its numbers and title. See Finish and review tasks.

Section titled “Web links”

Type or paste a web address and it shows bold and underlined. Tapping it opens it in your browser.

Good to know

Section titled “Good to know”
  • On a Mac, click instead of tapping. Files come from the Mac’s own file window, and Take Picture uses its camera, or an iPhone nearby with Continuity Camera.
  • Without a connection, photos, videos and files can’t be sent, but the words can: they wait in your Outbox. Linking a plan sheet needs a connection too. See Work offline.
  • With your storage full, you can still link documents and plan sheets already in the project. Only new photos and files have to wait. See Storage.
  • Task comments have the same paper clip: see Comments and attachments.
Section titled “Related”