Project Records
Last updated: 25 Oct 2026
On this page
The Studio tab is the creative reference space for a project — canvases, Jot documents, and inspiration links. It is not for tasks or operational records, and it is not the place for firm file storage. Project files live in Vault.
Studio sections
The Studio tab has three sections:
Canvases
A collection of freeform visual canvases — like digital studio walls where you can arrange images, add text notes, and create color swatches. Each canvas has a name and creation date. Create as many canvases as needed (Concept Direction, Material Study, Site Analysis, etc.). Beech canvases use an Excalidraw-based surface.
Click a canvas card to open it full-screen. The canvas toolbar includes Select, Pen/Sketch, shape tools, Image upload, Text, and Color swatches. Color swatches show the hex code and an editable label.
Canvases save when you click the Save button — they do not auto-save. An "Unsaved changes" indicator appears after any change. Download a canvas as a PNG image using the download button on the canvas card.
Jot
Named documents for design thinking and practice knowledge — concept notes, material schedules, client briefs, drawing issue notes. Jot is not for meeting minutes or site visit records; those live in Log. Each jot has an inline title, optional emoji and cover, and a wide document editor with headings, lists, checklists, tables, bold/italic formatting, inline code, @mentions, live work-item references, and embeds of Vault files.
New jot opens straight into the editor. Empty documents offer template chips (Design concept, Site and context, Material and finish, Client brief) and an All templates gallery. Jots auto-save while you work and stay inside that project's Studio tab. Download any jot as a plain text file.
Inspiration Links
A curated list of URLs — architecture references, ArchDaily articles, Houzz images, or any external inspiration. Each link has a title, URL, and optional tag. Click the title to open the link in a new tab.
Before you start
- Confirm you can open the relevant page and that your role has permission to perform the action.
- Identify the project, drawing, or task context before you start so updates are recorded in the right place.
Workflow checks and quality guardrails
Checklist item 1: Follow the Studio process in order and save frequently after each meaningful update.
Checklist item 2: Write enough context in notes or comments so another teammate can understand the change without asking you.
Common mistakes to avoid
- Skipping ownership or due-date details, which makes reporting and follow-up unreliable.
- Updating status without adding context, which creates confusion during reviews and handovers.
Troubleshooting
- 1Troubleshooting step 1
If an action is unavailable, verify role permission and whether required upstream fields are completed.
- 2Troubleshooting step 2
If expected results are not visible, check page filters and refresh to confirm synced state.
What to do next
- Open
/docs/homeand continue with the next workflow. - Open
/docs/reportsand continue with the next workflow. - Open
/docs/troubleshootingand continue with the next workflow.
Related reading: Guides and Blog and feature workflows.