Log in
English
Bricsys Help Center
Product documentation
Knowledge base
Forum
Learning
Contact support
Manage a project
Bricsys 24/7
Welcome
About this guide
References
Terms of use
Setup
System requirements
Account
Log in and select your preferred language
Edit your profile
Multi-factor authentication
Log off
Switch between the old and new user interface
Navigation
Search for a project
Select a project
Main window
Search in a project
Keyboard shortcut overview
Daily operation
Communication
Send a notification
Notes
Messages
Add recipients
Consult document details
Bricsys 24/7 Viewer
Annotations
Create an annotation
View annotations
Tasks
Tools
Files
Documents
Show or hide columns
Upload a document
Upload a zip file
Drag and drop a document
Download a document
Download and lock a document
Lock a document
Unlock a document
Promote major version
Edit document details
Copy a document
Share a document
Deactivate document sharing
Share a folder
Folder notifications
Deactivate folder sharing
Add a hyperlink to a folder
Link a contact to a folder
Generate a QR code
Print to PDF
Export document details and revisions
Binders
Address Book
Create a contact
Import a contact from an address book
Import contacts from a CSV file
Edit a contact
Transfer a contact
Create an organization
Import an organization
Edit an organization
Transfer an organization
Download a vCard (electronic business card)
Tasks
Create a task
Consult, submit, or accept a task
Reassign a project member to a task
Export open or completed tasks
Forms
Reports
Overview of tasks by role
Overview of tasks by user
Overview of tasks by workflow
Export task statuses
Export a report by folder
BIM files
Work with relations
Administration
Project settings
Deactivate a project
Reactivate a project
Ask for support
Project setup
Add a folder
Add a subfolder
Edit a folder
Move a folder
Change the folders order
Copy a folder
Delete a folder
Add a binder
Add metadata
Attach a workflow to a folder
Edit an attached worfklow
Remove an attached workflow
Subscribe for updates
Sync to LetsBuild
Edit folder access
Edit project subscriptions
Create a snapshot
Revert to a snapshot
Consult the folders forms overview
Consult the folders workflows overview
Consult the LetsBuild synchronized folders overview
Export folder access
Users
Export a user list
Edit a user
Assign a role to a user
View the permissions of a user
Add a user to an address book
Resend an invitation email
Delete a user
Reassign tasks
Roles
Create a role
Import a role
Edit a role
Show folder access
Copy a role
Delete a role
Administrators
App access
Form entries access
Edit form access
Upload a CSV file
Audit report
Recycle bin
Bricsys 24/7 Transfer Tool
Bricsys 24/7 mobile app
Projects list
Documents
Upload a document
View a document
Add an annotation
Document information
Edit a document
Download a document
Delete a document
Tasks
Create a task
Consult, comment on, edit or delete a task
Contacts
Profile
BricsCAD Pro
Other apps
Project Management
Set up a project
Create a new project
Edit the project settings
Create the folder structure
Define roles
Update access rights
Add users and send an invitation mail
Copy a project
Manage a project
Set the project size limit
Archive a project
Restore an archived project
Delete an archived project
Set up a workflow
Overview
Create a workflow
Navigation in Bricsys 24/7 Workflow Viewer
Design a workflow
Consult a workflow
Edit a workflow
Edit the workflow info
Release a workflow
Change the workflow status to obsolete
Copy a workflow
Move a workflow
Add a workflow to a binder
Delete a workflow
Cancel a workflow
Set up metadata
Create a form
Add a form entry to a form
Work with reservations
Glossary
Important Information
Legal disclaimer
Privacy
Cybersecurity incidents
Bricsys 24/7 (old UI)
Getting Started
Working with documents
Document Viewer
Communication
Tasks
Profile Settings
Layout and functionalities
Applications
Documents
Binders
Dashboard
Project Structure
Address book App
Calendar
Reports
Messages
Forum
Links
Workflows
Forms
BIM Model Manager
Relations
Transfer Tool
Managing Projects
Setting up a project
Setting up workflows
Setting up metadata
Administration
Overview
Settings
Structure
Users
Roles
Folder Access
Admin Access
Table Administration
Audit Report
Recycle bin
FAQ
I don't find the guest role anymore. How can I share information with guest users?
Where can I find offline Help for Bricsys 24/7?
Is it possible to delete an annotation, a notification or a note ?
Problems logging in using the new Secure Login page
I don't see all applications in the app bar
I can't send notifications about a document
I don't see a specific user when sending a notification
I want to stop receiving task notifications in my email
How do I reassign a workflow task to another user
Why is the workflow task assigned to another user
How do I delete a workflow
Manage a project
This chapter informs you how to manage active and archived projects.
