Add Transmittal to Project
- Navigate to “Projects”
- Select the project you want to edit from the project list
- Click “Add Transmittal” next to the “Transmittals” heading
- Use “Import template data…” to populate fields from a template, or otherwise, complete all applicable fields manually
- Comments entered here appear on the transmittal document, not in the transmittal email
- Click “Save Changes” to create a draft transmittal
- Preview the transmittal email, document, and attachments
- Optionally, send the draft transmittal to another Stackd user for review
- Review the transmittal and click “Send Emails”
Both draft and completed documents can be transmitted.
You will have the ability to view the transmittal PDF after transmitting.
A copy of the transmittal email is automatically sent to the author.
Add Design Review to Project
- Navigate to “Projects”
- Select the project you want to edit from the project list
- Click “Add Design Review” next to the “Design Reviews” heading
- Select a Reviewer from the dropdown, Select a “Due At” date, enter a title and comments, optionally CC additional users for awareness, and upload PDF file(s)
- Click “Save Changes”
- To complete select the Design Review and click “Complete Design Review” from the slide-over panel
When a design review is created it appears in the senders Outbox and the reviewers Inbox in the Collaboration Hub and on Your Dashboard . Email notifications are sent to the reviewer and all CC’d users.
Add Task to Project
- Navigate to “Projects”
- Select the project you want to edit from the project list
- Click “Add Task” next to the “Tasks” heading
- Select the applicable phase, assign to a user, set a “Due At” date, indicate priority, provide a title, and optional description, attach image(s) or PDF(s) as needed
Assigning a task to another user adds it to their Your Tasks list.
- Click “Save Changes”
When a task is created it appears in the assignee’s Your Dashboard and in the assignor’s Outbox in Collaboration Hub . Email notifications are sent on creation, past-due reminders are sent daily, and the assignor is notified upon completion.
Add Milestone to Project
- Navigate to “Projects”
- Select the project you want to edit from the project list
- Click “Add Milestone” next to the “Milestones” heading
- Select the applicable project phase and submission date
- Assign the milestone to one or more users
- Provide a title and optional description
Assigning a milestone to another user adds it to their Your Milestones list.
- Click “Save Changes”
When a milestone is created, it appears in the assignee’s Your Dashboard and in the Collaboration Hub . Email notifications are sent upon creation, update, and completion.
Project Deficiencies
To add deficiencies to a project, complete a Field Review, see To Create a Field Review
- Navigate to “Projects”
- Select the project you want to edit from the project list
- To close a deficiency for a project, select the applicable deficiency row
- In the slide-over panel, enter any comments or attachments and click “Close Deficiency”
Add Meeting to Project
- Navigate to “Projects”
- Select the project you want to edit from the project list
- Click “Add Meeting” next to the “Meetings” heading
- Complete all required fields
To view all meetings on the account and additional options, see Meetings
- Click “Save Changes”