Add, rename, reorder and delete rooms

Set up the rooms in a project so tasks, budgets and photos can be grouped by where the work happens.

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Rooms group a project's tasks by where the work happens. The Tasks tab shows the rooms in the order you set here, and budgets, spending and progress can be broken down by room too. Owners and admins manage rooms.

Add a room#

  1. Open the project and choose the Settings tab.
  2. Under Rooms, type the name in Add a room, for example Kitchen.
  3. Select Add.

Room names can be up to 60 characters. You can also add rooms in the setup guide, and a template adds its own.

Rename a room#

  1. Under Rooms, select the pencil button beside the room.
  2. Type the new name and select Save, or Cancel to leave it.

Change the order#

Use the up and down arrow buttons beside each room. The new order shows on the Tasks tab straight away.

Delete a room#

  1. Select the bin button beside the room.
  2. Read the message and select Delete room.

The room's tasks and expenses stay in the project, without a room. Its budget, if it has one, is deleted with it. This can't be undone.

Rooms on the floorplan#

A room marked On the floorplan is linked to a room drawn on the project's floorplan, so its tasks, budget and photos line up with the drawing. Saving a floorplan can also add rooms here. See Tools and floorplan.

On the Tasks tab, typing # and an existing room's name in the task box, such as "Order tiles #kitchen", puts the new task in that room.

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