User Permissions

Project Admins can assign permissions to individual users, by role and by company at the Project level.

• In the RFI list view, select “Settings” in the top right. 
• To configure permissions and to set the workflow roles for project members, click “Permissions”. 
• For RFIs, default workflow roles are based on roles within the project. Use the drop-downs to edit the permissions. 
• To assign a specific user, role or company, and new workflow role, use the drop-downs at the top of the screen and select “Add”. 

Note: Users can be assigned more than one workflow role. 

RFI Permissions

Custom Fields

Project Admins can specify what information is collected upon RFI creation by utilizing Custom fields.

Admins can customize the  Custom Field Title which specifies what information is to be collected, as well as the Type, which specifies whether the user will select from a list of values or input their own value Custom fields appear upon RFI creation and within the RFI item page and can be edited both during and after RFI creation. 

• Under RFI Settings, select “Custom fields” and then “Create custom field.”
• Input the Custom field title, select the Custom field type from the drop-down menu and provide a Description for the field.
• After hitting “Create,” the Custom Field will appear as an option when creating an RFI.

Custom Fields can be edited, Inactivated or Deleted by clicking on the Custom Field and editing in the righthand popout bar. 

Custom RFI Fields

Custom Workflows with RFI Types

• To create an RFI Type, click “RFI types” then “Create RFI type”. 
• Enter the RFI Type title and select the Workflow type.
• There are two different review workflows to choose from. The type of review workflow designates which parties are involved: 

• • RFI default Workflow: The Default Workflow is a workflow with a manager and one or multiple reviewers and watchers. 
  • RFI Workflow with an RFI Coordinator: The Workflow with an RFI Coordinator is the default workflow, with the addition of a review coordinator. 

• After choosing a Workflow Type, Admins can designate default values for the supporting fields in the RFI Type. When a user creates an RFI with this RFI type or sends an RFI with this Type for review, these default fields will automatically populate. 
• • Assign default Reviewer(s), Manager, Watcher(s), and Coordinator. 
  • Designate a default due date in calendar days, cost impact, schedule impact, and more supporting fields. 
• Select “Create.”

RFI Workflow Setup

Advanced Settings

To set additional RFIs permissions based on status, click on “Advanced settings”. 

• Reopen closed RFIs  
  • If toggle is On, RFI managers and project administrators can reopen closed RFIs. 
  • If toggle is Off, no one can reopen closed RFIs. 

• Closed RFI visibility  
  • If toggle is On, everyone can view closed RFIs. 
  • If toggle is Off, viewing is limited to Project Administrators and the Manager, Coordinator, Reviewers, or Watchers involved in the RFI. 

• Open RFI visibility 
  • If toggle is On, all Reviewers can view open RFIs. 
  • If toggle is Off, viewing is limited to Project Administrators and the Manager, Coordinator, Reviewers, or Watchers involved in the RFI. 

• Edit official response 
  • If toggle is On, Project Admins and RFI Managers can edit the official response when closing the RFI. 
  • If toggle is Off, Project Admins and RFI Managers are not permitted to edit the official response. They can either select the official response from the responses submitted by Reviewers, or submit the official response that was compiled by the Coordinator, depending on the workflow type. 

Create an RFI on Mobile

RFI Creators and Managers on Android and iOS can create RFIs from their mobile device. 

• To go to the RFI tool on mobile, users click on the “More” icon at the bottom on the right and select the RFI Icon. 
• On the RFI list page, press “Create RFI” and fill in the necessary information. 
• Press “Create”, and a second edit page will open where you can assign an RFI Type and add additional information. The RFI is in draft mode until you select “Submit for review.” 

Note: Only Photos and Videos can be added when creating an RFI on mobile. Additional project references can be added on mobile after the RFI is created. 

RFI Numbering

Linking RFIs to Issues

• To link RFIs to Issues, follow the same steps as above. However, when the pop RFI reference box appears, select the RFI(s) you wish to link from the list and click “Add”.  
• To unlink an RFI, select the “X” and “Unlink”.  

Accessing Linked RFIs

• From the Issue record, only Admins and RFI Managers can access/view the linked RFI details.  
• From the RFI record, only users with the following Issue permission levels can access/view the linked Issue details:
  • View All
  • View and Create
  • Full Control

Linking RFIs to PCOs

• To link an RFI to a PCO, follow the same steps as above. However, when the linked PCO box appears, select the PCO from the list and click “Add”.
• To unlink a PCO, select the “X” and “Unlink”.

Accessing Linked RFIs and PCOs from the list views

• Only Admins and RFI Managers can view linked PCOs.
• Within the RFI list view in the linked references column, select the PCO number to open the PCO in Cost.
• In the Cost Management Module within the PCO details flyout panel, select the RFI to be directed to the RFI to the RFI in Build.

 Project Admins, RFI Creators and RFI Manager workflow roles can edit RFIs.  

• Draft RFIs can be viewed and edited only by the user that created them. 
• Open and Submitted RFIs can be edited by Admins and Managers. 
• Closed RFIs can be edited by Project Admins. 
• Note: RFI Creators and Managers are able to add references, watchers, and comments to closed RFIs. 

Web

• To edit an RFI, hover your cursor over the field you wish to edit. If the field is editable, a blue pencil icon will appear on hover.  
• Click the icon to edit.  

Mobile

• In the Autodesk Construction Cloud mobile app, tap “More” on the bottom right, then “RFI”. 

• From the RFI list, tap the desired RFI to open the RFI details. 
• All fields, except the RFI ID and Type, are editable including the Title, Ball-in-Court, Due Date, Question, Suggested Answer, etc. 

Submit to Reviewer or Coordinator – Mobile

• In the Mobile app, tap “More” on the bottom right then “RFI”. 
• From the RFI list, tap the desired RFI to open the RFI details. 
• In the RFI details screen, you can edit the Title, Ball-in-Court, and Due Date, as well as add references and fill in other additional information. 
• After selecting “Submit for review,” a second edit screen will appear. Here you can select Type, Coordinator (if applicable), Reviewer, Co-reviewers, Due-Date and Watchers. Note, some fields may auto populate based on RFI type selected. 
• Select “Submit” and the RFI status will update to Open. 

• The Reviewer(s) can attach supporting documents within the Reference section of the RFI.  

• • To add a local file, select “Add References,” then “Files.”
  • To add a document from within Autodesk Build, select “Upload new” and drag and drop in local files.
• Once the response is ready to be submitted back to the Manager or Coordinator, the Reviewer selects Submit response from the workflow bar. 

Submit, Close and Distribute Official Response – Default Workflow

If the Default RFI type with a Manager and Reviewer(s) is selected, The RFI Manager will submit the official response and close and distribute the official response. The Manager will be notified when a response is submitted for their review. The Manager reviews the response(s) submitted from the Reviewers.

• If the answer is not suitable, the Manager can click “Return to Reviewer” to return the RFI to the previous party.
• Once ready to submit, the Manager will select Close and distribute from the workflow bar.

• If there is an issue with the RFI, the Manager can reject it by selecting “Rejected” in the official response type dropdown menu.

• To submit the official response, select “Answered” from the official response type drop-down menu. Managers can then either add an official response or select the official response out of the responses submitted by the Reviewer, depending on permissions set up by the Admin.

• After adding or choosing the official response, click “Close RFI.”

Close and Distribute Response – Workflow with a Coordinator

The Manager will be notified when the official response is submitted by the Coordinator and reviews the official response. 

• If the answer is not suitable, the Manager can click “Return to Coordinator.”

• Once ready to submit, the Manager will select “Close and distribute” from the workflow bar.

• Depending on RFI settings established, Managers will be able edit the official response or add comments.

• After adding or choosing the official response, click “Close RFI.”

External users and project members can reply and add attachments to RFIs by email. Responses are collected and recorded in Build.

• When adding “Ball in court”, “Co-reviewers”, and “Watchers”, the manager can click on “Assign to email” to add their email into Build and then send them the RFI by email. 
• External collaborators or project members can answer this RFI by replying directly to the email and can include attachments. 
• If the ball is in their court, their reply will be added as a response on the RFI; if not, it will be added as a comment on the RFI. 
• All attachments will be displayed as references to the RFIs on Autodesk Build. 

• Project Admins and RFI Managers can re-open closed and distributed RFIs by selecting “Reopen RFI” in the workflow bar. 
• In the comments field, include the reason for re-opening the RFI. To create a revision, select the checkbox next to “Create revision”. When done, select “Reopen”. 
• The RFI will revert to the previous state, and, if a comment was included, it will appear in the activity log. 

ProTip: Under “Advanced settings”, Project Admins have the option to change Reopening RFI settings. On each project, Project Admins can configure settings to either allow or disallow the reopening of closed RFIs on the Project.

Web

While in the RFI list view,  

• To search, enter an RFI Title in ID in the right-hand search bar. 
• To access filter options, select the funnel icon next to the search bar. 
• To sort columns, click the column headers. 
• To configure the column view, select the control gear icon on the top left of the list view and select the columns to display.

PRO TIP: Users can configure the RFI view and “hide” columns that are not necessary by using the “Settings” gear icon at the right of the list.

Mobile

• Within the mobile app, click on the “More” icon on the bottom left and select RFIs.
• There is a search bar at the top of the RFI list view. Users can search by RFI title or ID.

Search and Filter RFIs

Types of Reports

Users can create and export 2 types of RFI reports in Autodesk Build—a Detail Report and a Summary Report. A Detail Report can be created with information from an individual RFI or multiple RFIs.

An RFI Detail Report includes all RFI information for either one or across multiple RFIs and is created as a PDF. Choose to include any References (either attached or embedded), the Activity Log, and Comments. 

An RFI Detail Report can be created in two locations, 

• The RFI Tool – Create a detailed report for an individual RFI out of the RFI Tool.  
• The Reports Tool – Create a detail report for a single or multiple RFIs out of the Reports Tool.  

Note: Based on the size of the RFI detail report, the report is limited to 50 RFIs per request. 

An RFI Summary Report can be created from the RFI Tool and the Reports Tool, as either a PDF or an Excel file. 

• The PDF report includes the RFI Status, ID, Title, Created by, Ball in court, Due Date and Question and Question and Official Response.
• The Excel report include Title, Ball in court, Question, Suggested answer, Location, Location details, Status, Official response, Due date, Cost impact, Schedule impact, Priority, Discipline, Category, External ID, Created by, Created on, and Affected trades. 

RFI Reports in the Reports Tool

• Select the Reports tool from the left toolbar in Autodesk Build and press “Create report”. Select “RFI summary” or “RFI Detail” to open the Create report screen. 
• Edit the title of the report, if desired. 
• Use the filter to select which RFIs are included in the report. Filter by Status, Ball in court, Due date, Cost impact, Schedule impact, Priority, Discipline, Category, Closed at, Created by, or Created on. Multiple filters can be applied to ensure only the necessary information is included in the report. 
• Choose the file format, designate how the report will be sorted, and customize the report to either include or not the cover page and the table of contents. 
  • For RFI Detail Reports, users can also choose to include any References, the Activity Log, and Comments. References can be attached or embedded. 

Submittal Settings

• Navigate to the Submittals tool project toolbar and click the “Settings” dropdown at the top right.
  • Assign users as a Submittal Manager under the “Permissions” tab.
  • Set default values for the Submittal Manager, review time, and watchers list under the “Default value” tab.
  • Customize Submittal response options under the “Responses” tab.
  • Create different Submittals types under the “Types” tab.

Submittal Permissions

Create Custom Submittal Review Workflow Templates 

Project admins and Submittal Managers can customize the review workflow by adding multiple review steps and multiple reviewers per step. They can then save custom review workflows as templates and edit them as needed.

• In the “Settings” dropdown, select “Review Templates”.
• After selecting “Add template”, Submittal managers or Project Admins can add the template name, multiple review steps, multiple required and optional reviewers, and review time in days.

PRO TIP: Use these templates when creating a new submittal item or later in the process by selecting “Choose Template” at the bottom of the Submittals workflow table.

Change Submittal numbering method 

• In the “Settings” dropdown, select “Advanced Settings.”
• Here, you can choose from two numbering methods, 

• • Global numbering: By default, items are labeled with subsequent numbers only, without reference to any spec section. 
  • Spec section numbering: Each item number includes its spec section reference number.  

Note: Once you select Spec Section numbering on the project level, you cannot undo this selection.

 Advanced Submittal settings 

• In the “Settings” dropdown, select “Advanced Settings.”
• Set permissions on closed submittal visibility,
  • Turn the toggle ON to allow all project members to view closed submittals
  • Turn the toggle OFF to limit closed submittal visibility to only team members involved with that submittal. 

Note: Submittal managers and project admins’ permissions remain unchanged regardless of the toggle configuration. 

• To ensure information is imported correctly, the file should be formatted as shown in the sample file. Select “Download sample” to download the sample template.
• Once formatted to the template, drag and drop files into the popup box or select “choose file” to upload from your computer.

PRO TIP: If a user needs to create multiple items, check the “Create another” checkbox to avoid clicking the “Create item” button each time. 

Submittal Items

• To apply custom numbering in bulk,
  • In the list view page of the Submittals tool, select the desired Submittals by checking the check box to the left of each Submittal item.

• • Select “Bulk actions” and click “Apply numbering.” 
  • Item numbering will begin with the lowest ID submittal, assigned the last number used in the project plus one. 
  • Numbers continue sequentially, skipping those already assigned.  

Submittal Item Statuses 

• When a Submittal Manager creates an item, the status is “Required” and will be assigned to the responsible contractor.
• When any other project member creates a submittal item, it will be assigned to the Submittal Manager and the status will be “Open.”

• Once a submittal is approved, the status will be “Closed.’”

Creating Submittal Packages 

Submittal Packages are a group of Submittal Items. 

• Project Admins and Submittal Managers can create and delete packages in the “Packages” tab.
• To create a package, select “Create package” in the top left corner.
• Select the spec section and provide a package title, then select “Create.”

• At the Item level, 
  • In the Items list view, go to the Submittal Item row. Select the three dots located under the settings gear in the right hand side.
  • If the item is not in a package, select “Add to package.” In the pop-up box, use the search field or scroll to find the package, or select “Create new” to create a new package.

• • If the item is in a package, users will have the option to “Move to package” or “Remove from package.”

Submittal Packages

Creating Spec Sections

Project Admins and Submittal Managers can create a spec section when entering a new submittal item. There are multiple places to create a new Spec Section. 

• From the Submittals tool, 
  • Select the “Spec Section” tab 
  • Click the blue “Create spec section” button in the top left corner. 
  • Enter the spec number and title, then click “Create”. 

• When creating a new submittal item or package, 
  • Select “Create new” above the “Spec section” drop down list. 
  • Enter the spec number and title, then click “Create”. 

• When adding a submittal item to a package, 
  • Select “Create new” next to the “Find a package” search bar. 
  • Enter the spec number and title, then click “Create”.  

Spec sections

• If no changes are needed, either add a review workflow or choose a review template by selecting “Add review workflow” or “Choose template” at the bottom left of the workflow table.
• Note: To create a template, refer to 1. Configure Submittals Settings. 

PRO TIP: To ensure that the Reviewer has all necessary project context, add in project references such as Files, Sheets, Assets, Issues, PCOs, Photos, RFIs, and Forms to the submittal item

• Back in the pop-up screen, select a review response from the “Response” dropdown list, and add necessary comments. 
• Click “Done” to submit the review. 

PRO TIP: Users can add in comments or mention team members with “@” within the activity log. This increases collaboration.

PRO TIP: Project Admins and Submittal Manager have permission to act on behalf of Reviewers, providing teams with the flexibility of process while allowing the correct Reviewer to be displayed in the Reviewer field and reports. The activity log will show the Project Admin logged the response.

Once the item is approved by the Reviewers, the Submittal Manager needs to close it and distribute it. 

• Open the item and select “Close and distribute” in the workflow bar. 
• In the pop-up screen, review all previous responses and their attached documents, and add any final response attachments. Click on an attachment to open it in the PDF viewer
  • In the viewer, copy or create annotations, add a cover page and table of contents, create bookmarks, and apply custom stamps to both the previously uploaded attachments and new attachments. 

• Select a final response from the “Final response” dropdown menu and add necessary comments. 
• Select “Next” and review the Submittal number, Responsible Contractor, and Watchers in the next pop-up screen.
  • In the Watchers section, identify team members who should be aware of the approved Submittal Item via email. 

• Check “Save closed submittal item report to a folder in Files.” if desired. The Submittal item report will be saved with final attachments. 
• Select “Done” to close and distribute the Submittal item. Once the item is closed, it be visible to either all project members or only team members involved in the workflow. This is determined by if the submittals visibility toggle in the Submittals settings.  

PRO TIP: Admins and Submittal Managers can re-open closed items. With the closed item, select “Workflow action” button in the top right corner, then select “Reopen”. The item will be re-opened to its latest state. Managers and Admins can send it reviewers or close and distribute it.

Responding to a Revision

The Responsible Contractor will be notified of the revision request via email. 

• The Responsible Contractor will open the item and select “Submit” to create the response and include revised attachments, if needed.  
• Once the revision has been submitted, a new tab will be created to display the revised workflow. The revision number will depend on how many revisions were made. 
• Submittal Managers select the blue “Submit for review” button to review and attach any information, and then click “Done” to send the revised item(s) to the Reviewers 

• As Submittal Items move through the workflow, the system automatically tracks activity. Both forward and backward movements and any value or attribute changes are tracked. 
• The tracking dates are visible in the activity log of the Submittal Item. 

Within the Submittals Tool, select either the “Items” or “Packages” tab. 

• In the Items Tab, 
  • To search, enter a Title, Spec, Ball in Court, or Package in the right-hand search bar. 
  • To sort columns, click the column headers. 
  • To access filter options, select the funnel icon next to the search bar. 
  • To customize which columns are shown, select the control gear icon on the top left of the list view and select the columns to display. 

In the Packages Tab, 

• To search, enter a Title, Spec section in the right-hand search bar. 
• To sort columns, click the column headers. 
• To filer by Spec section, select the funnel icon next to the search bar. 

Filter and Search

• Within the mobile app, team members can access Submittals by selecting “More”, then “Submittals”. 
• All approved Submittal Items are accessible to either the entire project team or the team members involved in the workflow only, depending on settings established by the Project Admin. 
• Submittal Items in progress are available only to those involved in the submittal process. 
• In the list view, by default, Submittal Items will be grouped by Submittal Spec sections.
  • Note: Users can choose not to group, or group by specs or package. 

• Tap to open an item and reference the details 
• Use the top search bar to search by submittal number, ID, title, or spec section. 

• Select the funnel icon to filter, sort, and group Submittals.
  • Group by package or spec section. 

• Submittal Item Detail Report via Submittal Tool 
  • This Submittal detail report includes all information that is within the selected Submittal.
  • To export a detailed report of a Submittal Item, open the item. Click the “Export” icon in the top right corner. 
  • Users will have the option include Photos, References, and to export the PDF with or without attachments embedded. 
  • If you select “Export with attachments”, you can select which attachments to include in the report. Up to 30 attachments can be embedded, and attachments are limited to 60 MB each. If there are more than 30 attachments, no attachments are embedded and the report will have a list of all attachments with links to them. 

In the toolbar on the left, select Meetings. 

• In the Meetings tab, you can create a meeting, filter existing meetings by date and status, and create follow up meetings. 
• In the Items tab, filter Meeting Items by Due date, Status, Assignee, and Flagged items, and one’s own outstanding action items. Sort meetings by Status, Meeting, title, and Due date. 

• Editing and viewing permissions are based upon the User’s role on the project, 

• • Project Admins can view all agendas and minutes. 
  • Meeting Organizers can only view and edit agendas and minutes they’ve created. 
  • Meeting Invitees can only view agendas and minutes they have been invited to. 

Meeting Permissions

All users with access to the Meeting tool can create an meeting agenda. When you create a meeting, you are automatically assigned as the Meeting Organizer. Organizers have full control of the meeting. 

Select Create meeting in the top left. 

• The create the agenda, enter the meeting title, date and time, location, and description. All changes are saved automatically. 
• To add a description, click the light grey text Add meeting description.
• To add a meeting topic, click the dark grey text Type meeting topic.
• To add numbered meeting items underneath a meeting topic, click the light gray text Type meeting item.
• To delete a topic, hover over the topic and select the x on the right-hand side. If a topic is deleted, all items under the topic will be removed from the meeting. 

• To add assignees, due dates, attachments, or references to a meeting item, hover to the left of the item name and select the three-dot icon to open the drop-down list. 
• To change the item’s status, select the drop-down list on the right of the item and choose between Open, Ongoing, and Closed options. 
• To flag an item, select the flag icon displayed on the right of the Status field. 

Add Invitees and Organizers 

• In the Invitees panel, select Add invitees. Use the search field to search by name, email, or company. Click Create non-member to add an external user. 
• Meeting Organizers can track Invitees attendance and Invitees can access the agenda and official minutes for meetings they are invited to.

• To add a co-organizer, select the three dots to the right of the invitee’s name and select Make organizer. Organizers have full control. 
• To remove an invitee from the list, select the three dots to the right of the invitee’s name, then select Remove. 

Virtual Meetings 

• With Zoom and Microsoft Teams integration with Meeting Minutes, add Microsoft Teams and Zoom links directly to the meeting. 
• Join Teams or Zoom meetings from the browser, Teams or Zoom app, or by downloading the app to their PC. 
• To do so, select Add link on the top left and click Microsoft Teams or Zoom. 

Note: You not able to add the Microsoft Teams or Zoom link from their mobile device but can view the link previously generated on the web. 

Share the Meeting 

Share the meeting agenda by exporting a PDF or emailing it to attendees. 

• To email the agenda to invitees, select Share with invitees from the same three-dot icon. If selected, an email will automatically be sent to invitees. Linked references are hyperlinks, making it easy for invitees to access the referenced information. 
• To export the agenda to PDF, select Export to PDF. Linked references are hyperlinks. 
• Users can also integrate the meeting into their calendar by selecting Download meeting and uploading the .ics file into their calendar. All information that is included with the meeting (e.g., title, location, virtual meeting link) will come with the download. 
  • Note: This is a static download link. If meeting details were to change, users would have to redownload the file and upload it to their calendar. 

Create Meetings

Link references to the entire meeting or specific meeting items. 

• To add References to an entire meeting, click References in the top right. Under Meetings, select Add references. Files and Sheets can be referenced from a meeting.

• To add references to specific meeting items, press the three dots next to the meeting icon and then select References.  
• Select from Files, Sheets, RFIs, Issues, Photos, Assets, Forms, Schedule, and Cost. 
• An Add reference window will appear. Search and add references. 
• Select the item and click Add to connect it to the meeting item. 
• For RFIs, Issues, Photos and PCOs, this process creates a bi-directional relationship. This means that in the referenced item, the linked meeting item/record is visible.
• Note: Issue, RFI, and Meeting visibility is based on permissions. If users do not have permission to view the link, it will not appear in the Add link window or the Issue/RFI record. 

PRO TIP: Users can upload photos directly to the meeting instance.

PRO TIP: Users can create an Issue directly from an item. Simply select, “Add reference” then “Issue”. In the pop-up window, users will have the option to select existing Issues to reference or to create a new one.

Meeting References

The Meeting Organizer has full control of the meeting and can define the meeting details, edit the content, flag items, remove items and topics, capture meeting minutes, add/remove invitees, mark attendance, assign items, add due dates. 

• To mark an invitee’s attendance, check the box next to the users name in the right Invitee panel. 
• Like creating the agenda, new topics and items can be added/edited during the meeting. 

• To access the assignee and due date options, hover to the left of the item name and select the three-dot icon that appears. An item can include one or more assignees, but the list of assignees is limited to the list of meeting invitees. 
• Update the item status from Open to Closed using the drop-down list on the left side of the item. 

PRO TIP: Use the status “Open” when the goal for the item being discussed is to eventually close the meeting. Leverage “Ongoing” for meeting items that need to be discussed but may have no near-term plans for closing.

• To finalize and share the meeting with attendees, select Minutes in the top left. This locks the meeting and converts it from agenda to minutes; if a change is required, unlock the minutes by selecting Minutes again. 
• To export the agenda to PDF, select Export to PDF from the three dots to the right of the References icon. Linked references are hyperlinks, making it easy for invitees (who are Autodesk Build and BIM Collaborate project members) to access the referenced information. 
• To email the agenda to invitees, select Share with invitees from the same three-dot icon. If selected, an email will automatically be sent to invitees. Again, linked references are hyperlinks, making it easy for invitees (who are Autodesk Build project members) to access the referenced information. 

PRO TIP: The Meeting Organizer or Project Admin can delete a meeting record. To do so, it must be in the agenda state. Users can only delete a stand-alone record or the last record in a series.

• In the Meeting list, select Follow-up on the right of a specific meeting item. 
• In an individual meeting instance, select Create follow-up from the three dots to the right of the References icon. 
• The follow-up meeting will copy the existing meeting description, non-closed agenda items, invitees, and location. 
• Choose the date for the follow-up meeting and hit Confirm.

• A follow-up meeting will automatically be created. The meeting number will be automatically assigned as the next number in the meeting sequence. 
• Meeting items with the status of Open and Ongoing will automatically transfer over to the follow-up meeting. 
• Make any necessary updates to the meeting time, location, and description, and add any additional topics and items. 

• Select the Items tab to view a list of all meeting items you have permission to access.
• Click on column headings to sort by Status, Meeting, and Due date.

• Select the funnel icon in the top right, and filter by Assignee, Due date, Status, Flagged items, and one’s own outstanding action items. 

Users can add and view references on iOS devices for both Meetings and Meeting items. 

• For Meetings: Select the meeting, click Information > Meeting references > Add references. 
• For Meeting items: Select a meeting item and click Add references on the top right. 

• In the Forms Tool, go to Templates, and select “Create template”. Here, either upload an existing daily report template or create a new template. 
• When creating a new template, Autodesk Build offers a pre-built template that captures all crucial components: work log, materials and equipment used, signature, and the option to add notes. Weather information is also available. 
• After the components are saved, choose the collaboration mode that’s best for the team’s needs: single contributor, multiple contributors in sequence, or multiple contributors in parallel. Then select who will be the contributors and the reviewers of this daily report template. 
• If the project requires several daily reports (for example, to capture the work done by every subcontractor separately), create as many daily report templates as needed.

• Click on “Create form” within the Forms tool and select the appropriate daily report template. 
• On the left, users can adjust the date, add a description and reference photos, issues, files or other forms. On the right, all details can be captured by clicking on “Add work/material/equipment”.  
• While the daily report is being edited, the changes are automatically saved as a draft version. Once all the information is there, just hit “Submit”.