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Project Management
  • 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
    • Инструменты
      • 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
      • Приложения
        • 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

Project Management

  • Set up a project
  • Manage a project
  • Set up a workflow
  • Set up metadata
Parent topic: Bricsys 24--7
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