You're Crew
As Crew you see the work that’s yours, mark up the plans, and send your work in for approval.
What you can do
Section titled “What you can do”- Start on your tasks. A project opens on your task lists, with the sheet behind them. You see only the lists with a task assigned to you; close them to get to the sheet.
- Send in your work. Open a task of yours, attach photos and notes about what you did, and send it for review. You’re told when it’s approved. See Finish and review tasks.
- Comment on your task lists, with photos if you like. See Comments and attachments.
- Mark up the sheets: the toolbox has Notes, Freeform and Shapes. You can change or delete what you added. See Draw on a sheet and Notes.
- Upload documents, change or delete your own and choose who can open them, and add a category. See Upload documents.
- Talk to everyone in Messages, including your trade’s conversation.
- Invite people as Crew or Viewer, and take back an invite you sent until it’s accepted.
- Hide markups on your own screen in Layers, and download the project for offline use.
What you can’t do
Section titled “What you can’t do”- Create task lists or tasks, or assign them. A Manager or Admin does.
- Approve work.
- Upload sheets or change their details.
- Change the project’s status. You can see it on the i of the project’s card.
- Change or delete other people’s markups, notes or documents.
- Rename, delete or hide document categories.
- Change anyone’s access level or remove anyone, apart from taking back your own pending invites.
Where to start
Section titled “Where to start”- Finish and review tasks
- Mine: your own tasks
- Draw on a sheet
- Conversations
- Roles and access levels, with the full table