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You're a Manager

As a Manager you keep the job moving: the plans, the tasks and who’s doing them, and the work coming back for approval.

  • Run the plans: upload sheets, give them their numbers, names and disciplines, rearrange and delete them. See Upload plans and Sheet details.
  • Mark up the sheets: draw markups and add notes, and change or delete your own. See Draw on a sheet.
  • Hand out the work: create task lists, add tasks, assign them to people, give them due dates, and delete them. You can delete an empty task list you made. See Create and assign tasks.
  • Approve work: when someone sends in work on a task you’re not on, you’re told, and you can approve it. See Finish and review tasks.
  • Set the project’s status from the i on its card in the project list.
  • Look after documents: upload them, change or delete your own and choose who can open them, and add, rename, delete or hide categories. See Organize documents.
  • Bring people in: invite them as Manager, Crew or Viewer, and remove the people you invited. Approve or decline a Viewer’s request for Crew access. See Invite people.
  • Talk to everyone in Messages, and download the project for offline use.
  • Change anyone’s access level. Ask an Admin. A Viewer’s request for Crew access is the exception: you can approve that.
  • Remove someone another person invited.
  • Change or delete other people’s markups, notes or documents.
  • Turn on joining by QR code or link. Once an Admin has, you can show and share the code.
  • Edit the project’s information, archive it for everyone or delete it. Only the owner can.
  • Approve work on a task that’s assigned to you. Another Manager or an Admin approves it.