1. Log in to Layer or create a new account. Start a new Project or select an existing Project. 

2. Create a Category
Categories are the top level containers for organizing Elements within a Project. If you started with a Project Template you will already have several sample Categories and Elements in your Project Dashboard. To create your own Categories, click the + button in the Categories section.

Enter a Category name and click Create Category

4. Create Elements
Elements can be anything such as a room, piece of equipment, punchlist issue, or work order. To create your own Elements, click the Create an Element button in the bottom navigation bar.   

Give the new Element a name and click Pick Category to assign the Element to one of the existing Categories.

You can also create Elements and Categories by importing a .csv file or by attaching a Revit model

NEXT STEP:
Create a Custom Survey with Flexible Form Fields


Need more help? Contact us at help@layer.team

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