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Managing lots

Lots group products and planning tasks by trade (plumbing, carpentry, electrical, etc.). Each project has its own list of lots.

Access lots​

  1. Open your project
  2. Go to Settings
  3. Click Lots in the side menu

Create a lot​

  1. Click Add
  2. Enter the lot name
  3. Choose the assignee:
    • None — no assignment
    • Client — the lot is handled by the client (available if a client is invited to the project)
    • Company — link a company from your agency (you can create one on the fly)
  4. Confirm creation

Edit or delete a lot​

  1. Click the edit icon to the right of the lot
  2. Change the name or assignee
  3. Save

To delete a lot, open edit then confirm deletion. Linked products lose their lot.

Import lots from another project​

To reuse the list from an existing project:

  1. In Lots, click Import
  2. Select the source project
  3. Confirm

Lots that already exist (same name) are skipped.

You can also import lots when creating a new project.

Using lots​

  • On a product: assign a lot to organize and filter. When a lot is set, you can specify supply / install.
  • On planning: create tasks from a lot to structure the calendar.
  • In bulk edit: change the lot on several products via Select products.
tip

Create your companies at the agency level first if you want to assign them as lot assignees.