Projects
How a project is organised in Techstyles, who can see it, and where each part of the work lives.
- ProjectsHow a project is organised in Techstyles, who can see it, and where each part of the work lives.
- Create a projectSet up a new project in six steps, from name and address to client, phases, budget and team.
- Find a projectFilter, search and sort the Projects list, and jump back into the projects you use most.
- Read the project overviewUnderstand the figures, health checks and cards on a project's Overview, and see what is stalling it.
- Change a project's cover photoAdd or replace the photo shown on a project's overview, gallery card and dashboard.
- Change a project's datesUpdate the start, target completion and installation dates for a project.
- Add and edit phasesAdd, change or remove the phases that make up a project's schedule and its task board columns.
- Link phases and add gaps between themMake phases follow on from each other, run together or finish together, and add a set gap between them.
- Send messages on a projectPost in a project's topics, mention people, attach files, and reply, pin or forward messages.
- Create a message topicAdd a topic to a project's Messages for one subject, such as snagging, and choose who is in it.
- Share an item in a messagePost a procurement item, drawing or file into a project topic as a card.
- Start phases from a studio templateAdd a ready-made set of phases and tasks to a project from one of your studio's templates.
- Edit a project's detailsChange a project's name, code, type, status, colour, summary and property details.
- Add or remove people on a project teamChoose which studio members work on a project, and what changes for them when you do.
- Set the project lead and design leadGive two people on the team lead roles, which control drawing approvals and the Monday project report.
- Set up rooms and room budgetsAdd the rooms on a project, split the budget across them, and rename or remove rooms.
- Manage a project's delivery addressesAdd site and delivery addresses, choose the default for purchase orders, and copy in the client's address.
- Change a project's budget, VAT or currencyUpdate the total budget, currency, VAT rate, FF&E share and whether product prices include VAT.
- Turn project emails and the weekly report on or offChoose whether the studio team gets activity emails for a project, and whether the project lead gets a Monday report.
- Connect a project to a Slack channelPost a project's approvals, procurement alerts, markups and weekly digest to one Slack channel.
- Archive a projectMove a finished or paused project out of your active list without deleting anything.
- Delete a projectPermanently delete a project, and what is destroyed or kept when you do.