Task lists don’t belong in spreadsheets or emails. They belong on the drawing, right where the work happens.With Tasks, now live in Drawboard Projects, your team can flag to-dos, assign ownership, and track status directly in your drawings and documents. Every on-drawing Task is location-specific, filterable, and updated in real time, without extra software or context-switching.
Alistair Michener
Task lists don’t belong in spreadsheets or emails. They belong on the drawing, right where the work happens.
With Tasks, now live in Drawboard Projects, your team can flag to-dos, assign ownership, and track status directly in your drawings and documents. Every on-drawing Task is location-specific, filterable, and updated in real time, without extra software or context-switching.
Below, we’ll walk through what’s available today, how teams are already putting it to use, and what’s just around the corner.
What you can do today
Tasks are already helping teams replace scattered tools with a single, visual system for day-to-day coordination. Whether you're walking a site, reviewing drawings, or prepping for handover, these benefits unlock real, repeatable workflows you can start using from day one.
Drop Task pins where work needs to happen
Tasks start with a pin placed exactly where the issue or action item exists on your drawing or document. These pins stay anchored in position across revisions, giving full visual clarity and keeping your conversations in context.
Example: A site engineer spots missing waterproofing in a service riser. They drop a pin on the drawing, set a due date, and assign it before leaving the room.
Assign work with due dates and expanded statuses
Tasks support assignees, deadlines, and now include an extended set of status options like Open, In Review, Resolved, and Closed for more accurate updates that help you stay on track. These states appear both in the pin’s color and in the Task List, making it easier to triage and prioritise across large projects.
Example: A project coordinator filters all “In Review” tasks due this week and sends a nudge to subcontractors still waiting on sign-off.
Keep discussions tied to the drawing
No more email chains or chat logs that lose context. Every Task has its own comment thread, which stays connected to the exact drawing location where the conversation started.
Example: A design reviewer flags a slab edge detail that looks off. The drafter responds in the same Task thread with a clarification and attaches an updated markup on the next revision.
See and filter every Task in one place
The Task List view gives you one central place to view, sort, and filter every Task or Issue in your project, no matter which drawing it came from. You can filter by assignee, state, due date, or tag to zero in on exactly what matters to you.
Example: A project admin filters to see all “Open” Tasks tagged “#RevD” across 12 sheets, readying the team for a coordination review.
Or, a design lead opens the list view and immediately sees every open Task assigned to them, without needing to open a single drawing.
Link Tasks across multiple drawings or docs
One Task can span multiple documents, making them ideal for tracking issues that affect multiple areas, floors, or disciplines. No more duplicating records just to maintain visibility.
Example: A fire compliance Task links together three affected drawings and the main fire strategy report PDF to keep all the context in one thread.
Coming soon: even more power for your workflows
These powerful features are coming soon:
Custom Task Categories – Rename “Tasks” to suit your team’s language: “Punch List,” “RFIs,” “Defects,” and more.
Custom Task States – Build your own status flows like With Sub, Client Review, or Awaiting Approval, tailoring workflows to your specific process.
Task Types – Add discipline-specific types (Electrical, HVAC, Structural) with badges to filter and triage more easily.
Personal Dashboard – See every Task, Drawing, and Document assigned to you across all your projects.
API-Based Reporting – Push live Task data into tools like Power BI or export custom reports for handover.
Want a heads-up when these go live? Join our newsletter or follow Drawboard on LinkedIn for release updates.
Why It Matters
With Tasks, you can finally assign, discuss, and close out work without leaving the drawing. It’s a more visual, more accountable, and more efficient way to manage what’s next, whether you’re solving issues on-site or coordinating consultants from the office.
No extra tools. No double handling. Just clear, trackable progress right where the work happens.
Try new Tasks in Drawboard Projects today!
Need help? Our Support Centre has quick-start guides, and our team is happy to support you if you need a hand getting started.
Task lists don’t belong in spreadsheets or emails. They belong on the drawing, right where the work happens.
With Tasks, now live in Drawboard Projects, your team can flag to-dos, assign ownership, and track status directly in your drawings and documents. Every on-drawing Task is location-specific, filterable, and updated in real time, without extra software or context-switching.
Below, we’ll walk through what’s available today, how teams are already putting it to use, and what’s just around the corner.
What you can do today
Tasks are already helping teams replace scattered tools with a single, visual system for day-to-day coordination. Whether you're walking a site, reviewing drawings, or prepping for handover, these benefits unlock real, repeatable workflows you can start using from day one.
Drop Task pins where work needs to happen
Tasks start with a pin placed exactly where the issue or action item exists on your drawing or document. These pins stay anchored in position across revisions, giving full visual clarity and keeping your conversations in context.
Example: A site engineer spots missing waterproofing in a service riser. They drop a pin on the drawing, set a due date, and assign it before leaving the room.
Assign work with due dates and expanded statuses
Tasks support assignees, deadlines, and now include an extended set of status options like Open, In Review, Resolved, and Closed for more accurate updates that help you stay on track. These states appear both in the pin’s color and in the Task List, making it easier to triage and prioritise across large projects.
Example: A project coordinator filters all “In Review” tasks due this week and sends a nudge to subcontractors still waiting on sign-off.
Keep discussions tied to the drawing
No more email chains or chat logs that lose context. Every Task has its own comment thread, which stays connected to the exact drawing location where the conversation started.
Example: A design reviewer flags a slab edge detail that looks off. The drafter responds in the same Task thread with a clarification and attaches an updated markup on the next revision.
See and filter every Task in one place
The Task List view gives you one central place to view, sort, and filter every Task or Issue in your project, no matter which drawing it came from. You can filter by assignee, state, due date, or tag to zero in on exactly what matters to you.
Example: A project admin filters to see all “Open” Tasks tagged “#RevD” across 12 sheets, readying the team for a coordination review.
Or, a design lead opens the list view and immediately sees every open Task assigned to them, without needing to open a single drawing.
Link Tasks across multiple drawings or docs
One Task can span multiple documents, making them ideal for tracking issues that affect multiple areas, floors, or disciplines. No more duplicating records just to maintain visibility.
Example: A fire compliance Task links together three affected drawings and the main fire strategy report PDF to keep all the context in one thread.
Coming soon: even more power for your workflows
These powerful features are coming soon:
Custom Task Categories – Rename “Tasks” to suit your team’s language: “Punch List,” “RFIs,” “Defects,” and more.
Custom Task States – Build your own status flows like With Sub, Client Review, or Awaiting Approval, tailoring workflows to your specific process.
Task Types – Add discipline-specific types (Electrical, HVAC, Structural) with badges to filter and triage more easily.
Personal Dashboard – See every Task, Drawing, and Document assigned to you across all your projects.
API-Based Reporting – Push live Task data into tools like Power BI or export custom reports for handover.
Want a heads-up when these go live? Join our newsletter or follow Drawboard on LinkedIn for release updates.
Why It Matters
With Tasks, you can finally assign, discuss, and close out work without leaving the drawing. It’s a more visual, more accountable, and more efficient way to manage what’s next, whether you’re solving issues on-site or coordinating consultants from the office.
No extra tools. No double handling. Just clear, trackable progress right where the work happens.
Try new Tasks in Drawboard Projects today!
Need help? Our Support Centre has quick-start guides, and our team is happy to support you if you need a hand getting started.