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Link a plan sheet

When words aren’t enough, link the part of the plan you mean. A link carries a picture of the sheet, or of the area you pick, and a View in plans button that opens the plan zoomed to that spot. You can link sheets in a message, a task list’s comment, a task’s work details and a note.

  1. In the message box, a comment, a note or a task’s work details, tap the paper clip (click it on a Mac) and choose Link Plan Sheet.
  2. The plan opens with Link a plan sheet at the top. To link a different sheet, tap All sheets and pick it.
  3. Zoom in until what you want to link fills the screen. Or tap Select area and drag a box over it; Pan and zoom lets you move the sheet again.
  4. Tap Attach.
  5. Send the message or comment, or save the note or the work.

After Attach you’re back where you were, with what you had written, and a picture of what you picked waits with the sheet’s number and name. To link another, choose Link Plan Sheet again. To take one off before sending, tap the cross on its picture.

Tap View in plans under the picture (click it on a Mac). The plan opens on that sheet, zoomed to the part that was linked, whichever sheet you were on.

  • Linking a sheet needs an internet connection. Without one, the app says so and the plan doesn’t open.
  • Cancel, or the back button on Android, takes you back with nothing linked and your words still there.
  • While you pick, tapping a note or a task list’s clipboard doesn’t open it: the sheet moves instead.
  • The picture shows the sheet itself, without its markups.
  • If the sheet has had a new version since, View in plans opens the newest one, zoomed to the same area, or showing the whole sheet if the new version is a different size.
  • If the sheet has been deleted, the picture stays, marked Sheet deleted, with no View in plans.
  • With your storage full you can still link sheets; only new photos and files have to wait.
  • A task’s work also shows its task list’s sheet, with a red dot where the list sits. See Tasks on the sheet.