Tasks in Drawboard Projects turn static markups into structured, trackable workflows your entire team can follow. Each Task is a visual pin placed directly on your drawings or documents, complete with assignee, due date, custom status, threaded comments & activity history, and even images for added context.
You can group Tasks into dedicated lists (Punch Items, RFIs, Design Feedback), define your own progress states (With Subcontractor, Client Review), and tag work by discipline (HVAC, Fire Safety, Structure) to stay organized across large projects.
And with project-wide Task Lists, you can filter and export Tasks across all drawings, helping your team manage daily site work, track design changes, and close out projects, without juggling spreadsheets or switching tools.
Here's how to start building your own custom Tasks lists, and five ready-to-run workflow examples that you can use with them to streamline your Drawboard Projects workflows.
Before you can implement your own Punch Lists or RFI workflows, you need to know how to customize them to fit the way you work. Organization Admins have the power to add, remove, and edit Task Lists, including changing statuses, types, tags, names, and even the symbol on your toolbar.
Here's how:
Once you’re done, save your Task List and refresh the app to enable the changes. Once you do, you’re ready to start marking up, tracking Tasks, and closing out work on the drawing.
Final inspections are often the busiest time on-site, with last-minute fixes happening across multiple trades. Managing it all with spreadsheets or sticky notes makes it easy to miss something important.
With Tasks, you can build your punch list directly on the drawing as you walk.
Your drawing becomes your punch list, complete with photo proof and an activity history to confirm completion. Instead of maintaining external registers, you’ll track progress directly on the plans and export filtered Tasks for client review or internal QA.
On-site issues come up daily, and when they aren’t logged and followed up properly, they quickly fall through the cracks. This workflow helps you capture those issues in context and make sure they get resolved.
No more disconnected notes or buried emails. Each issue is documented, assigned, and resolved, all with location context, visual confirmation, and a full history of what’s been done and by whom.
When a design update affects multiple sheets or disciplines, coordination can get messy. This workflow gives you a single point of truth for managing those changes, no matter how many drawings are involved.
A single Task can provide full visibility across related updates, including who made changes and when. No duplicated pins. No missed dependencies. Just a central source of truth for the change.
Keeping track of review comments across PDFs, email threads, and chat messages can create a ton of confusion. This workflow helps you collect, respond to, and close out feedback where it belongs: on the drawing.
Every comment and markup stays attached to the relevant location, with a full activity history. You’ll never lose track of what needs fixing, who’s responsible, or what was already resolved.
When you’re working across several projects, keeping up with your assigned tasks gets harder by the day. This workflow makes it easy to stay focused on what’s due next, no matter where the work lives.
You get a clear view of priorities across every active project, without digging through folders or jumping between tools.
Tasks in Drawboard Projects give you full control over how work is tracked, from drawing to completion.
Organization Admins can start by setting up custom Task Lists in the Account Admin portal, defining the status flows that match your real-world process, and assigning Types to organize Tasks by trade or focus.
Then, drop context-rich pins with photos, assign ownership and deadlines, and keep everything organized with threaded comments and a complete activity history that captures every update and decision.
No extra software. No double handling. Just clear, trackable progress tied to where the work happens.
Log in and create your first Task today!
Need help? Visit the Support Centre to learn how to tackle each workflow.
Tasks in Drawboard Projects turn static markups into structured, trackable workflows your entire team can follow. Each Task is a visual pin placed directly on your drawings or documents, complete with assignee, due date, custom status, threaded comments & activity history, and even images for added context.
You can group Tasks into dedicated lists (Punch Items, RFIs, Design Feedback), define your own progress states (With Subcontractor, Client Review), and tag work by discipline (HVAC, Fire Safety, Structure) to stay organized across large projects.
And with project-wide Task Lists, you can filter and export Tasks across all drawings, helping your team manage daily site work, track design changes, and close out projects, without juggling spreadsheets or switching tools.
Here's how to start building your own custom Tasks lists, and five ready-to-run workflow examples that you can use with them to streamline your Drawboard Projects workflows.
Before you can implement your own Punch Lists or RFI workflows, you need to know how to customize them to fit the way you work. Organization Admins have the power to add, remove, and edit Task Lists, including changing statuses, types, tags, names, and even the symbol on your toolbar.
Here's how:
Once you’re done, save your Task List and refresh the app to enable the changes. Once you do, you’re ready to start marking up, tracking Tasks, and closing out work on the drawing.
Final inspections are often the busiest time on-site, with last-minute fixes happening across multiple trades. Managing it all with spreadsheets or sticky notes makes it easy to miss something important.
With Tasks, you can build your punch list directly on the drawing as you walk.
Your drawing becomes your punch list, complete with photo proof and an activity history to confirm completion. Instead of maintaining external registers, you’ll track progress directly on the plans and export filtered Tasks for client review or internal QA.
On-site issues come up daily, and when they aren’t logged and followed up properly, they quickly fall through the cracks. This workflow helps you capture those issues in context and make sure they get resolved.
No more disconnected notes or buried emails. Each issue is documented, assigned, and resolved, all with location context, visual confirmation, and a full history of what’s been done and by whom.
When a design update affects multiple sheets or disciplines, coordination can get messy. This workflow gives you a single point of truth for managing those changes, no matter how many drawings are involved.
A single Task can provide full visibility across related updates, including who made changes and when. No duplicated pins. No missed dependencies. Just a central source of truth for the change.
Keeping track of review comments across PDFs, email threads, and chat messages can create a ton of confusion. This workflow helps you collect, respond to, and close out feedback where it belongs: on the drawing.
Every comment and markup stays attached to the relevant location, with a full activity history. You’ll never lose track of what needs fixing, who’s responsible, or what was already resolved.
When you’re working across several projects, keeping up with your assigned tasks gets harder by the day. This workflow makes it easy to stay focused on what’s due next, no matter where the work lives.
You get a clear view of priorities across every active project, without digging through folders or jumping between tools.
Tasks in Drawboard Projects give you full control over how work is tracked, from drawing to completion.
Organization Admins can start by setting up custom Task Lists in the Account Admin portal, defining the status flows that match your real-world process, and assigning Types to organize Tasks by trade or focus.
Then, drop context-rich pins with photos, assign ownership and deadlines, and keep everything organized with threaded comments and a complete activity history that captures every update and decision.
No extra software. No double handling. Just clear, trackable progress tied to where the work happens.
Log in and create your first Task today!
Need help? Visit the Support Centre to learn how to tackle each workflow.
We are a PDF and collaboration company. We believe that creating more effective connections between people reduces waste.
Our best work has been overtaken by busywork. That’s why we’ve created ways to help people get back to working wonders without any paper in sight.
Drawboard PDF lets you mark up and share with ease, and Drawboard Projects brings collaborative design review to architecture and engineering teams.
At Drawboard, we work our magic so our customers can get back to working theirs.
We are a PDF and collaboration company. We believe that creating more effective connections between people reduces waste.
Our best work has been overtaken by busywork. That’s why we’ve created ways to help people get back to working wonders without any paper in sight.
Drawboard PDF lets you mark up and share with ease, and Drawboard Projects brings collaborative design review to architecture and engineering teams.
At Drawboard, we work our magic so our customers can get back to working theirs.
