Projects
A project brings together the plans, viewpoints, photos and reports for one job site or inspection.
Creating a project
Section titled “Creating a project”- From the project list, tap New project.
- Enter a name, for example “Villa Les Ormes”.
- Add a description if you want. It is visible to your team.
- Tap Create project.
You land straight inside the project. A plan is optional: see Starting a project.
Joining a project
Section titled “Joining a project”The Join a project button is for when someone has shared an invitation code with you rather than a link. Enter the code and you join the project.
If you received a link, just open it: it takes you straight to the project. See Invite collaborators.
Starting a project
Section titled “Starting a project”A new project is empty, and the screen says so: Nothing in this project yet., with a reminder that you can add a plan or photograph general observations, and that a plan is optional. Two cards offer both ways in:
- Add plan: a drawing you pin photos onto. PDF, or a photo of one. See Import a plan.
- Add observation: photos that stand on their own, no plan needed. Choose Observation with a photo (the camera opens) or Observation without a photo. See Observations.
Once the project holds something, the cards give way to the normal project screen. If it has observations but no plan yet, the plans section reads No plans yet. with an Add your first plan button.
Inside a project
Section titled “Inside a project”
The project screen shows, from top to bottom:
- The + button at the top, which adds a plan (Import PDF, Plan from photo or Take photo) or a general observation (Observation with a photo or Observation without a photo).
- Create a report. See Create a report.
- Observations, with a count: the list of every viewpoint on every plan and every general observation. See Observations. Its own + opens New observation: a general observation with or without a photo, or On a plan, which opens the plan you pick so you can tap where the observation belongs.
- The plans, each with its thumbnail and its viewpoint and photo counts. A plan’s ⋮ menu offers Open, Rename and Delete; pressing and holding the plan opens the same menu.
- Project Settings, at the end.
A section with nothing in it moves below the ones that have content.
On a wide screen such as a tablet, a sidebar holds the observations and plans while the detail sits beside it, with a statistics bar (plans, viewpoints, photos; a counter at zero is hidden).
Tap a plan to open it in the plan viewer.
Project settings
Section titled “Project settings”The Project settings button gathers everything that is set per project.
Properties
Section titled “Properties”The project name and information. The information field is for what applies to the whole project: visit date, purpose, remarks.
Cover photo
Section titled “Cover photo”Add a cover so you recognise the project in the list. On Android you can take it with the camera directly, or pick it from the gallery.
It only ever appears in your project list, never in reports.
Colours
Section titled “Colours”Rename the default colours for this project, hide the ones you do not use, and choose the default colour for new viewpoints.
With a Pro or Teams subscription, add custom colours, shared with everyone on the project.
Offline availability
Section titled “Offline availability”The setting to prepare before heading to a site with no coverage. See Offline mode.
Collaboration
Section titled “Collaboration”Invite collaborators and manage members. This is also where you mute notifications for this project without touching the others.
See Invite collaborators.
Recently deleted
Section titled “Recently deleted”Everything deleted inside the project (plans, viewpoints, general observations, photos, videos, audio notes) waits here for 7 days, then is removed for good. The row shows a count when something is in it. Each entry shows how many days it has left.
- Restore puts the item back where it was, with its original number.
- Delete permanently removes the item and its files for good, for everyone on the project. It cannot be undone.
If an item’s plan was deleted too, the app asks you to restore the plan first. Every member can see this list, whoever deleted the item, and any member of the project can restore or permanently delete from it.
Deleted projects are not here: they are in the app’s own Settings > Recently deleted.
Deleting or leaving a project
Section titled “Deleting or leaving a project”Delete project sits at the bottom of Project settings. It is also in the project card’s ⋮ menu on the home screen. The confirmation says what the project holds.
An Undo bar stays on screen for 8 seconds. After that, the project waits in Settings > Recently deleted for 7 days, where you can restore it from any platform (Android, web or iOS).
If the project is not yours, its card menu offers Leave project instead. The owner can invite you back.