1. Log in to Layer or create a new account
In the dashboard, select Start a Project to create a new Project. 

2. Choose a Project Name and Location for the Project
If the Project will be connected to Revit, check the Attach Project to Revit Model box. Revit can always be connected later. Click Create Project.

3. Import Categories and Elements by Attaching a Revit Model or Importing a CSV File

4. Create Categories and Elements manually
If you don't have a Revit Model or CSV File, click the Elements button in the bottom navigation bar to create new Elements. Elements can be anything such as a room, piece of equipment, punchlist issue, or work order. Assign the Element a Category by selecting the Tag button.

Type out a new Category name and select Click here to create the category [Category Name].

5. Create Form Fields within the Element
Click into the Element and select the Add a Field button to create new Form Fields. Form Fields only need to be set up once for Elements within the same Category. Use different Categories to collect different sets of data points. 

Select the Field type to insert.

Name the Field, set the Field constraints and characteristics, click Save Field

6. Collect Building Data
Navigate to an Element and input data into the Form Fields. Layer can be used on any platform or device via the web browser. Or download the iOS app for iPhone and iPad. 

Tip: There’s no need to save your work, Layer automatically syncs your data in real-time as long as you’re connected to Wi-Fi. 

7. Make Notes
Navigate to “Notes” to chat and coordinate with team members instantly either project-wide or within the context of a Room Element.

Tip: Know when you’ve been mentioned in a note by selecting the “Notifications” button in the upper left corner to receive push notifications either project-wide or specific to a Room Element.

8. Assign Tasks
Navigate to “Tasks” to assign Tasks with due dates either project-wide or within the context of a Room Element.

Tip: Know when you’ve been assigned a task by selecting the “Notifications” button in the upper left corner to receive push notifications either project-wide or specific to a Room Element. 

9. Invite Team Members to the Project
Click the Team Members button in the lower right corner to invite users to view and share the collected photos and data. 

You're all set up! Here are more articles to help you get the most out of Layer. As always you can email us at help@layer.team or click the blue chat button in the bottom right corner of the browser to chat with a Layer team member. 

Download and Install the Revit Add-in
Attach a Revit Model to Layer
Other Getting Started Help Articles

And don't forget to check out our Workflow Guides!


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

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