Plan sheet
A drawing identified by its sheet number and title. Revisions keep updated drawings connected to the same sheet.
Keep the work connected to the drawing.
Bring in your sheets, check the revisions, and give field details a clear location. Here is how plans, markups, and tasks fit together in North Trail.
Markup
A drawing, shape, text note, or link placed on the plan. Save markups to preserve the shared drawing record.
Task
Work with an owner, status, and supporting details. A task pin connects that work to a location on the drawing.
From upload to field use
Your first set of plans
These steps describe the web workspace. Available actions depend on your project role and organization’s plan.
Bring in the drawing
Open Plans in your project and choose New plan. Select the drawing file and save it. PDF imports are processed into sheets; wait for processing to finish before reviewing the results.
Review the sheets before publishing
Check each sheet number and title in Review plan details. Suggested text can need correction. For an updated drawing, choose the existing sheet under Revision of; keep New sheet for a separate drawing. Publish after checking the matches.
Make the library easy to navigate
Use folders to group related sheets, then search or filter the library to find the drawing you need. Switch between Grid and List. Edit sheet details when its display name or folder needs correcting.
Add context where the work happens
Open a drawing and use Fit, zoom, and Pan and select to find the detail. Add drawings, shapes, or text to explain it. Use Add task to create or place work at a specific location, then add an assignee and the details needed to act.
Save, review, and share the record
Use Save markups and check that the save succeeds. Review plan revisions and markup history when tracing a change. Export a flattened PDF or image when someone needs a copy with the annotations included.
Illustrative field workflow
One door, one clear follow-up
On A101 · Ground floor, the office door needs its closer adjusted. A note explains the condition; a task makes the next action clear.
- Locate the detail
- Open A101 and zoom to the door
- Explain the condition
- Add a shape and text note
- Assign the next step
- Pin “Adjust office door closer”
- Keep the evidence together
- Add a photo and update the task
Save the task and the drawing markups through their respective controls. If a revised A101 arrives later, match it to the existing sheet and review the affected locations against the new drawing.
A little more detail
Common questions
Why is my uploaded PDF not in the library yet?
PDF sheets need to finish processing and be reviewed before publication. Check the processing status, then confirm sheet numbers, titles, and revision matches in Review plan details. Uploading the file alone does not publish the reviewed sheets.
What is the difference between a sheet revision and markup history?
Plan revision selects the drawing version. Markup history lets you inspect saved versions of its annotations. A markup save does not create a new drawing revision.
When comparison is available, choose another revision in Compare overlay and adjust its opacity. Check the sheet and revision you are viewing before interpreting a change.
Does adding a note create a task?
No. Text and drawing markups explain a detail. Use Add task when someone needs to own and track an action. You can place an existing project task or create one at the drawing location.
A task keeps its own status, assignees, comments, photos, and checklist. Open its pin to work with those details.
How do I know my markups are saved?
Use Save markups and check the save status before leaving the drawing. The viewer shows the saved version and time when available.
If another person has saved a newer version, review the conflict message and the available recovery choices. Resolve the difference before treating your changes as shared.
What does a flattened export include?
A flattened PDF or image combines the drawing with annotations into a shareable copy. It is a snapshot; later task changes and new markups do not update a copy you have already downloaded.
Use the project workspace for the live record. Review the selected revision and visible markup content before distributing an export.
Can I use plans on my phone or without a connection?
The web viewer supports touch navigation. The native app also has plan viewing and markup workflows, but its controls and available tools can differ from the web workspace described here.
For native offline use, download the project and the plans you need while connected, and check their download status before heading into the field. Opening a plan in a web browser does not by itself make it available offline. Reconnect and review sync status for work captured offline.
Why can’t I upload, edit, or compare a drawing?
Available actions depend on your project access and organization’s plan. A read-only role can view information without permission to change it. Processing status and feature availability can also affect which controls are usable.
If an action is unavailable, check your access with a project or organization administrator.
Quick glossary
- Sheet number
- The drawing’s reference, such as A101. Its title explains what the sheet shows.
- Folder / collection
- A group of related sheets in the plan library.
- Revision
- An updated drawing matched to an existing sheet during import review.
- Task pin
- A location on the drawing connected to a project task.
- Markup layer
- A named group of annotations that can be shown or hidden in the viewer.
- Flattened export
- A downloaded drawing copy with annotations rendered into it.