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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 needing to reset 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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Step-by-step walkthrough of creating a new project, including naming, 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 bycicking on the "Edit Project" Button.
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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 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 below 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/time, or use the “Delete” option to cancel it.
You can view all meetings directly in the project timeline view under 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.
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Click “+ ADD” in the Timeline and select “ADD DURATION.”
Enter a title, set the duration (by weeks or dates), and pick a start date.
Optionally, add a description or mark it as “Critical Path.”
Click “Save Duration.”
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.
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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 linked below.
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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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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.
📹 Watch the full tutorial here
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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.
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Top summary cards showing Tasks & Subtasks, Meetings, Durations, Critical Path, and Active Users.
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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.
📹 Watch the full tutorial here
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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
