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 Back to Help

1. Register your account

Follow these easy steps to get started and set up your first Volum3 project:

1. Register Your Account 

2. Create Your Company 

3. Invite New Company Members 

4. Create Project 

5. Upload Plans 

6. Add Tasks and Markups

For information on navigating the site, go here. For further questions, explore our Help Centre.

Register for free on the Volum3 Homepage. If you have received an email invitation, follow the link to create an account.

2. Create your company

If you register from the beginning, you will need to enter all the information about the company and the user. However, if you receive an invitation by email to join a company, follow the link. If you decide to join the company, you will become their company member, and your email will be linked only to this company. 

If someone suggested that you create your company follow the link

In both cases, you will need to enter your user data:

Once you confirm your email, you will be able to log in and choose from the options:


Feel free to neglect these suggestions and create your own company, in case you disagree with someone's invite.

3. Invite new members

Add new company members by going to Companies & Users, then My Company Members and clicking on + Invite New Member in the upper right corner.

If you have joined an existing company, you need to have admin rights to add members. For more information, go to User Roles.

You can also invite people outside your company to join Volum3 by sending them a link to register at https://app.volum3.com/

or by adding them directly from your Project Settings.

4. Create a project

Create your project by going to Project List and clicking on the + Create New Project in the upper right corner. Each project needs to have a defined stage, discipline, team, and member roles. 

If you have joined an existing company and wish to create a new project, you need to have admin rights in the company. For more information, go to User Roles. If you have been invited by a project admin to join an existing project, it will be visible in your project list.

5. Upload plans

Upload plans by going to  Plans, then Plan Upload and click on + Upload Plans in the upper right corner.

If you have joined an existing project, you need to have editor rights to upload plans. For more information, go to User Roles. If you are a project editor, you'll also see plans that other users already uploaded in the plan upload window.

To share plans and communicate with your team, you must publish your plans to Working Set. To share plans with all teams on the project, you must deliver your plans to Current Set.

6. Add tasks and markups

Add tasks by going to Tasks and clicking on + Create New Task or directly on the plan using the markup toolbar. 

Add markups in Working Set or Current Set by using the markup toolbar in the main window. See the picture below.

If you have joined an existing project, you need to have editor rights to add Tasks. For more information, go to User Roles.