Sort the projects into folders
Keep the jobs together per customer or town when the list starts getting long.
- 1
Open the project list
Go to Projects. At the top are two buttons: All shows every project whatever folder it is in, and Folders shows the folders.
- 2
Create a folder
Press Folders, then New folder, and give it a name: a customer, a town, a year. Whatever you will actually go looking for later.
- 3
Put a project in the folder
On the project card you pick Move to folder and point out the folder. Take out of the folder puts it back among the unfiled ones.
- 4
Open a folder
Under Folders, press a folder to see only its projects. Each folder shows how many it holds, No folder gathers the ones you have not sorted yet, and All folders takes you back.
- 5
Duplicate a project you are about to do again
Duplicate on the card makes a copy with drawings, quantities and everything. Handy when the next house is the same house type: open the copy and change what differs.
- 6
Delete a folder without losing jobs
Open the folder and delete it with the button beside its name. The projects in it stay: they end up among the unfiled ones, not in the bin.
Next steps
Do the steps on a real drawing
Open the tool and follow the walkthrough on the sample drawing that is already there. No login needed.
Open the toolStuck on a step? Get in touch and we will gladly look at your drawing.