# Quick-start paths by role Three short step-by-step paths to get going: planning the schedule, running the site, and reporting from the field. Language: en Canonical: https://support.sitedrive.com/en/kb/quick-start Not sure where to start? Pick the path that matches your job. Each one is a short click path with links to the full articles. If you don't know your access rights, see [Roles and what each one can do](https://support.sitedrive.com/en/kb/roles). ## I plan the schedule **Who:** planners and project managers with **Schedule** or **Site** rights. Creating a site needs an **Account admin**. 1. **Create the site.** On the sites page, select **New site**, enter a **Site name** and select **Create**. Sitedrive creates the site and its first schedule and opens the Gantt. → [Creating a site](https://support.sitedrive.com/en/kb/creating-a-site) 2. **Build the space model.** In the empty **Area** column, select **+** next to "Add space model to start!". Enter your buildings, staircases and floors, then select **Ready**. → [Building the space model](https://support.sitedrive.com/en/kb/building-the-space-model) 3. **Set working time.** Select **Schedule settings** (gear) › **Work time**. Check the working week, and use **Manage public holidays** to import holidays. → [Working time and holidays](https://support.sitedrive.com/en/kb/working-time-and-holidays) 4. **Add teams and people.** In **Schedule settings**, select **Teams** › **New team**, then **Users** › **Invite user**. → [Teams and people](https://support.sitedrive.com/en/kb/teams-and-people) 5. **Add work packages.** In the **Gantt** tab, add phases and work packages, and set a **Team** for each. → [Work packages](https://support.sitedrive.com/en/kb/work-packages) 6. **Put the work into locations.** Open the **Takt - Floor level** tab and select **Define Areas** on each phase. → [Define areas](https://support.sitedrive.com/en/kb/define-areas) 7. **Fine-tune the plan.** Link work with dependencies, adjust durations and takt, and add deadlines. → [Takt planning](https://support.sitedrive.com/en/kb/takt-planning), [Dependencies](https://support.sitedrive.com/en/kb/dependencies), [Deadlines and milestones](https://support.sitedrive.com/en/kb/deadlines-and-milestones) 8. **Share views.** Right-click a view tab and select **Share to all**, or **Share…** to pick people. → [Sharing views and locking settings](https://support.sitedrive.com/en/kb/sharing-views) ![The Takt view showing phases as dashed suggestions and a prompt to Define Areas for Groundworks & Site Setup](https://support.sitedrive.com/media/help/guide/define-areas/01-define-areas-prompt.webp) ## I run the site **Who:** site managers and foremen, usually with **Site**, **Schedule** or **Refine** rights. 1. **Move the site to production.** When the plan is ready, change the site from the Planning phase to the Production phase so that reporting can start. → [Creating a site](https://support.sitedrive.com/en/kb/creating-a-site) 2. **See where you are.** Open a Takt or Line of balance tab and select **Status** in the toolbar. Late work shows in orange, work in progress in blue and completed work in green. → [Tracking progress](https://support.sitedrive.com/en/kb/tracking-progress) 3. **Look ahead.** Select **Focus view** to show only the coming weeks. → [Filter, highlight and focus](https://support.sitedrive.com/en/kb/filter-highlight-and-focus) 4. **Update progress.** Select a work package to open its side panel and choose **Not started**, **In progress** or **Completed**. → [Tracking progress](https://support.sitedrive.com/en/kb/tracking-progress) 5. **Deal with problems.** Select **Issues** (! icon) in the header to see every open blocker and issue. → [Working with issues](https://support.sitedrive.com/en/kb/issues) 6. **Run the weekly meeting.** Follow the recipe, then print the lookahead with **Print**. → [Recipe: running a site meeting](https://support.sitedrive.com/en/kb/site-meetings), [Printing and exporting](https://support.sitedrive.com/en/kb/printing-and-exporting) 7. **Compare with the plan.** Use version history or a baseline. → [Comparing progress to plan](https://support.sitedrive.com/en/kb/comparing-to-plan) ![The Takt view coloured by status, with completed work in green, work in progress in blue and late work in orange](https://support.sitedrive.com/media/help/guide/tracking-progress/01-status-colours.webp) ## I report from the field **Who:** crew members, supervisors and subcontractors, usually with **Report** or **Accept** rights. 1. **Install the app.** Get **Sitedrive Mobile** from the App Store or Google Play and sign in with the email address you were invited with. → [Installing Sitedrive Mobile and signing in](https://support.sitedrive.com/en/kb/mobile-installing-and-signing-in) 2. **Find your work.** Open the schedule and tap **My next work** for what's coming up, or **My late work** for what's overdue. → [Finding your work on mobile](https://support.sitedrive.com/en/kb/mobile-finding-your-work) 3. **Report status.** Tap a work package and choose **Not started**, **In progress** or **Completed**. On the list, **Mark as completed** does it in one tap. → [Reporting status on mobile](https://support.sitedrive.com/en/kb/mobile-reporting-status) 4. **Report a problem.** On the work package, tap **Blocker** if the work can't go on, or **Issue** for extra or corrective work. Add a description and a photo, then tap **Report**. → [Photos, comments, blockers and issues on mobile](https://support.sitedrive.com/en/kb/mobile-photos-comments-blockers-issues) 5. **Keep people informed.** Tap the speech-bubble icon to add a comment. → [Photos, comments, blockers and issues on mobile](https://support.sitedrive.com/en/kb/mobile-photos-comments-blockers-issues) If a work package has no status buttons, it isn't assigned to your team or to you. Ask your site manager. → [Who sees what on mobile](https://support.sitedrive.com/en/kb/mobile-who-sees-what) ![The Sitedrive Mobile My next work tab listing upcoming work packages](https://support.sitedrive.com/media/help/guide/mobile-finding-your-work/02-my-next-work.webp) ## Related - [Key concepts in five minutes](https://support.sitedrive.com/en/kb/key-concepts) - [Finding your way around](https://support.sitedrive.com/en/kb/finding-your-way-around) - [Roles and what each one can do](https://support.sitedrive.com/en/kb/roles)