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Design Phase

The Design phase manages all design-related tasks, drawings, and approvals for a project.

Overview​

The Design tab provides:

  • Design task tracking
  • Design stage progression
  • Team member assignments
  • Design-specific custom fields
note

The Design phase is only available for full projects (not change orders).

Design Stage Tracking​

Projects move through design stages defined by your administrator. Common stages include:

  • Design Pending
  • Schematic Design
  • Design Development
  • Construction Documents
  • Design Complete

Advancing Design Stages​

  1. Click the current design stage
  2. Select the new stage
  3. Update any related dates or notes

Design Tasks​

Track design-related tasks such as:

  • Initial design meeting
  • Site measurements
  • Schematic drawings
  • Client revisions
  • Final design approval

Managing Tasks​

  1. Add tasks from the Design tab
  2. Assign to team members
  3. Set due dates
  4. Track completion status

Design Team​

Assign team members responsible for design:

  • Designer - Primary design contact
  • Draftsperson - Technical drawings
  • Design Assistant - Support tasks
  • Design Coordinator - Project coordination

Design Fields​

Custom fields specific to design may include:

  • Design agreement date
  • Design fee
  • Number of revisions
  • Approval date