🎯 Scope Updates

We’ve made a series of updates to the Scope module to streamline your workflow and cut down on clicks. From a cleaner interface with just two buttons to smarter handling of geometry requirements, it’s now easier than ever to plan your tasks. You’ll also see new icons that reveal what type of information is in each task, full tracking in the activity feed so nothing slips through the cracks, and clearer in-app help along the way. You can even create task rows without geometry - ideal for documentation or non-model deliverables. And yes, the much-loved “copy task link” button is back!

Video Summary: This week’s updates to Plannerly’s Scope module make scoping faster, clearer, and more intuitive:

Reduced from four buttons (folders, groups, elements, items) to just two - one for folders and one for task rows.

: Each task row now lets you choose whether or not to add geometry requirements - per milestone.

Field-type icons now appear next to each requirement, making it easier to see what’s included at a glance.

Every change to field values is now logged in the activity feed for full transparency and accountability.

Updated in-app messages and tooltips to guide users through new functionalities.

Geometry requirements can now be removed at the task level, perfect for non-model-based deliverables.

The copy-link-to-task feature has returned - get a direct link to each requirement container for collaboration.

These improvements help teams get more done with less effort while keeping scope and requirements clear, collaborative, and traceable. Dive in and see the difference!