Using Resources and References

Overview

Resources & References (Overview section 09) keeps the links the team needs in one place: photos, mood boards, file folders, vendor portals and tools.

Add a resource

1. Open the project → Overview → Resources.

2. Click Edit.

3. Add a link with a clear name, e.g. "Site photos — Google Drive" or "Concept board — Pinterest".

4. Save.

What to store

• Mood boards and Pinterest boards

• Shared drive folders

• Vendor trade portals

• Installation documents and manuals

• Public timeline links you've shared with the client

Best practices

• Name links so anyone can tell what's behind them.

• Remove dead links and avoid duplicates.

• Put files themselves in the project's Documents tab, and use Resources for links.

Related articles

• Understanding the Design Overview

• Sharing a public timeline link