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.
What you can do
Section titled “What you can do”- 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.
What you can’t do
Section titled “What you can’t do”- 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.
Where to start
Section titled “Where to start”- Upload plans
- Task lists
- Finish and review tasks
- Invite people
- Roles and access levels, with the full table