Setting up a project can be done in less than 5 minutes. It really just consists of:
- Adding a new project (click the big "+" button on the Project Dashboard). Here, you have the option to clone an existing project. This will transfer over project settings and selected attributes.
- Uploading your plans/drawings
- Creating your categories
- Inviting team members
A prompt will help guide you through this process. You can then begin to add tasks, markups, etc. as your project progresses further. We recommend creating your new project and uploading plans from a web browser, as it will be faster to set up than on mobile.
Check out the tutorial video for a visual walkthrough of setting up your first project!
Cloning a Project