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PROJECT ADMIN
To log into SWAP PM:
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Visit the login page.
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Enter your registered email address and password.
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Click the Login button to proceed.
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Alternatively, you can choose "Login with Secure Link" if you prefer passwordless access.
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If you've forgotten your password, follow these steps:
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On the login screen, click the "Login with Secure Link" button.
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Enter your registered email address.
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Click "Send Link" - you’ll receive a secure login link in your inbox.
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Click the link in your email to log in instantly.
This method allows you to access your account without resetting your password.
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If you haven’t received the secure login link:
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Check your spam or junk folder - sometimes emails land there.
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Ensure the email you entered is correct and registered on SWAP PM.
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Wait a few minutes - sometimes email delivery can be delayed.
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Still stuck? Click “Back” and try re-entering your email or reach out to support.
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Here's a step-by-step walkthrough of creating a new project, selecting project type, and assigning teams:
📹 Watch the full tutorial hereYou'll need a project name, project type (e.g. design & build), and optionally, team members or a template.
Yes. You can update the project name, phases, or assigned users anytime by clicking on the "Edit Project" button.
To add new team members to a project:
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Open your project from the Dashboard.
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Go to the Teams section in the left-hand menu.
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Click Add Team, then select the Company and Discipline.
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Choose a team color and give the team a name.
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Under Team Members, search for an existing user or type in an email address to invite a new one.
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Click Save, and your new team with its members will be added to the project.
You can also add users and team members in other ways. Watch the full tutorial video to explore all methods.
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You can click on the “Add Meeting” button, fill in details like title, date, time, participants, and assign it to a project phase.
📹 Watch the full tutorial hereYes. Navigate to the meeting details and click “Edit” to change date and time, or use the “Delete” option to cancel it.
You can view all meetings directly within the “MEETINGS” lane or in the right-side panel under the “Timeline” tab. Meetings are listed chronologically and color-coded in blue for easy identification.
To create a task in SWAP PM:
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Go to your project’s Timeline view.
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On the right-side panel, click the “+ ADD” button.
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Select “TASK” from the options.
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Fill in the task name, description (optional), and assign it to a team or phase.
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Click Save - the task will appear on the timeline.
You can also double-click in an empty lane to quickly add a task.
📹 Watch the full tutorial here-
To add a duration to a project:
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Click “+ ADD” in the Timeline and select “ADD DURATION.”
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Enter a title, set the duration (by weeks or dates), and pick a start date.
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Optionally, add a description or mark it as “Critical Path.”
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Click “Save Duration.”
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A task is a specific action item (e.g. “Finalize Floor Plan”), while a duration is a time block that defines the schedule of a phase (e.g. “Design Development”). Tasks are actionable; durations are for planning timelines.
To perform a bulk action:
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Open your project from the Dashboard.
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Go to the Action Items tab.
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Use the checkboxes to select multiple action items at once.
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After selecting, click the Bulk Actions button at the top.
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Choose the action you want to apply, such as assigning teams, changing dates, updating status, or deleting items.
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Confirm your selection, and the update will apply to all selected action items.
For more advanced bulk actions, check out the tutorial video.
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You can access saved templates from the left sidebar.
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Click on the “Templates” section near the bottom.
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All your saved project templates will appear here, ready to use when creating new projects.
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To add a comment to an Action item:
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Open the task / meeting / duration card.
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Click the blue chat-bubble button in the upper-right corner – this opens the Comments drawer.
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Type your note. Use @username to tag a teammate.
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Press Send. The tagged user gets a notification instantly.
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Yes. If someone tags you using @, you’ll receive a notification under the bell icon. This helps you stay updated without missing context.
- Top summary cards showing Tasks & Subtasks, Meetings, Durations, Critical Path, and Active Users.
- Project details including name, delivery type, admins, and description.
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Announcements panel for team updates.
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Phases tracker with progress bars and upcoming milestones.
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Variances chart highlighting delays, reschedules, or early finishes.
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Planned Percent Complete graph to track performance over time.
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Action Items list with tasks, meetings, and durations.
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Project Look Ahead panel showing upcoming and overdue items.
To find the project dashboard:
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Log in to SWAP PM.
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From the left-hand menu, click Dashboard.
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Select the project you want to open.
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The Project Dashboard will load with all project details.
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Google Form Link
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Trusted by these early partners
