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Help
Getting Started
1. Register your account
2. Create your company
3. Invite new members
4. Create a project
5. Upload plans
6. Add tasks and markups
Navigating the Site
Navigation toolbar
Accessing your personal settings
Easily switch between projects & stages
Page numbers and items per page
Upload plans and create new projects and tasks
Item Actions icon
Grid view & list view
Flyout menu
Sort & select
Search & filter
Turn categories on/off
Project translations
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User Roles
Company roles
Project roles
Task roles
Meeting roles
Project List
All projects
Create new project
Project Settings
Stages
Teams
Project properties
Plans
Plan upload
Plan Upload with OCR (Optical Character Recognition)
Working Set
Current Set
Deliveries & Approvals
Tasks
Add and manage your tasks
Task types
Task settings
Add tasks to a meeting
Generate PDF and XLS task reports
Meetings
Create new meeting
Add topics, tasks and groups
Meeting status
Follow up
Meeting reports
File Manager
Upload files
Filtering files
Companies & Users
All companies
Partner companies
Partner members
My company members
Account Settings & Pricing
Account settings & pricing
FAQ
How can I change my company member’s role?
How can I add someone outside my company to collaborate on my projects?
Who can upload documents and plans?
Who can add tasks and comment on them?
Why can’t I create new projects?
How do I switch between stages on a project?
Why can’t I edit project properties and add new stages and disciplines?
Can I be part of more than one team on the same project?
Who can see my plans?
How can I upload a new version of a plan?
How can I see an old version of a plan?
Can I measure something on a plan?
Why can’t I open a plan in Plan Upload?
Can I delete plans in Plan Upload?
What is the difference between Working Set and Current Set?
Can I delete plans from Working Set/Current Set?
What is a delivery?
Why are some plans visible in the Current Set and some aren’t after a delivery?
Why can’t I deliver a plan that has already been delivered?
Who can be an approver on the project?
Who can add a task?
Who can close a task?
Is it possible to comment or make changes on a task, when a task is closed or approved?
Is it possible to filter tasks?
Can I track task history?
Can I move a task onto a plan?
Can I print and export task lists?
Who can I add outside my company to collaborate on my projects?
How can I download a plan?
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Upcoming Features
Project templates
Downloading plans with markups
Downloading plan lists as pdf
Adding tasks that are n/a on a plan after they are created
Duplicating existing tasks