Switch to HR
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
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
Sort & select
Search & filter
Turn categories on/off
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Create new project
Plan Upload with OCR (Optical Character Recognition)
Deliveries & Approvals
Add and manage your tasks
Add tasks to a meeting
Generate PDF and XLS task reports
Create new meeting
Add topics, tasks and groups
Companies & Users
My company members
Account Settings & Pricing
Account settings & pricing
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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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