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How to Collaborate on a Project with Your Team

Written by Airah Oquias

Work on a shared project with your team, see who's online, and watch tools appear on the map the moment they're drawn.

A project is a saved workspace in Landchecker that stores properties, tools, and consolidated sites against specific jobs or areas. Once you share a project, every team member you add can open it, view what's inside, and add their own properties, tools, and consolidated sites, so the whole team works from the same map.

Live project collaboration is available to Advanced and Enterprise plan members.

How Do I Create a Project?

Before you can collaborate with your team, you need a project to share.

  1. Open the Projects panel from the left-hand side menu.

  2. Click New Project.

  3. Give your project a name that reflects the site, job, or team it relates to.

  4. Click Create.

Your new project appears in the Projects panel. It stays empty until you or a team member adds something to it.

What Can I Save in a Project?

Every project has three sections, shown as tabs at the top of the project panel:

  • Properties — individual properties you've added to the project, shown with the house icon.

  • Tools — shapes, lines, text labels, and other drawing tools you've added to the map, shown with the drawing tool icon.

  • Consolidated Sites — sites made up of multiple properties merged together, shown with the grid icon.

Once you share a project, every team member you add can view and add to all three sections.

How Do I Share a Project with My Team?

Once your project is set up, share it with the team members you want to collaborate with.

  1. In the Projects panel, click the three dots next to your project.

  2. Select Share.

  3. In the Select team Member/s or add email field, choose a team member from the list, or type in their email address.

  4. Click Share.

Each person you've added to the project appears in the list below the field. Owner is shown next to your name, and Remove appears next to each team member's name so you can take them off the project at any time.

Team members you've shared the project with receive access straight away and can open the project from their own Projects panel.

How Do I Start Collaborating on the Map?

With your project shared, you and your team can draw and edit tools on the map together.

  1. Open the shared project from the Projects panel.

  2. Select a drawing tool, such as a shape, line, or text label, from the toolbar on the right-hand side of the map.

  3. Draw your tool on the map as you normally would.

As soon as you or a team member finishes drawing a tool, it appears on everyone else's map straight away. There's no need to refresh or reopen the project to see a teammate's changes.

While a team member is drawing a new tool or editing an existing one, that tool is locked. This means only one person can work on a specific tool at a time, so two team members can't overwrite each other's changes to the same item. Once the team member finishes and the tool is no longer selected, the lock clears and any other team member can edit it.

How Do I See Who's Online in My Project?

While you're working in a shared project, Landchecker shows you which team members currently have that project open.

If any of your collaborators are online, their profile photos appear at the top right corner of your screen. Each photo represents one team member currently viewing or working on the project.

If a team member closes the project or logs out, their profile photo disappears from view until they reopen it.

How Do I Follow a Teammate on the Map?

You can follow a teammate's cursor to see exactly what they're looking at and doing on the map, without needing to ask them to share their screen.

  1. Click a teammate's profile photo in the top right corner of your screen.

  2. Your map view pans and zooms to match theirs.

  3. As they move around the map or draw new tools, your view updates to follow along.

Click the same profile photo again to stop following and return to browsing the map on your own.

Following a teammate is useful for walking through a site together, reviewing a project during a call, or checking on someone's progress in a large team.

What Roles Are Available in a Shared Project?

The table below shows the two roles you'll see in a shared project, and what each one can do:

Role

What they can do

Owner

Created the project. Can share it with team members, remove team members, and add or edit tools.

Team member

Added to the project by the owner. Can add and edit tools, and see who else is online, but can't share the project with additional members or remove other members.

Good to Know

  • Live collaboration functions, including presence, cursor following, and instant tool sync, are available to Advanced and Enterprise plan members.

  • Only team members who have the project open at the same time as you appear as online and can be followed.

  • Tools sync across the whole team the instant they're completed, so everyone is always looking at the same version of the project.

  • A tool that's being drawn or edited by a team member is locked to everyone else until they finish, so only one person can edit a given property, tool, or consolidated site at a time.

  • Only the project owner can share the project with additional team members or remove existing ones.

If you have questions or need help, use the live chat in the platform and our team will be happy to assist.

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