📐 Engineering Schematics

Overview

Engineering schematics let you attach PDF 2D schematics to a product and annotate them with task pins — markers that link directly to your tasks. This bridges the gap between your 2D documentation and your project task list: every pin on a schematic page is connected to one or more tasks, so your team always knows exactly where on the schematic a task applies.

Schematics are always linked to a specific STEP version, so you can track which revision of the design a schematic corresponds to.

Uploading a Schematic

You can upload a schematic in two ways:

Option A — From the Engineering Schematics tab

1. Open the product and click the Schematics tab.
2. Click Upload Schematic.
3. In the Upload Schematic modal, fill in:
   • Title (required) — a name for the schematic (e.g. "Assembly Schematic Rev A"). Pre-filled from the filename if left blank.
   • Linked Version (required) — select the STEP version this schematic corresponds to.
   • PDF File (required) — click the upload area or drag and drop a .pdf file.
4. Click Upload Schematic. A progress bar shows the upload percentage.
5. Once complete, the schematic appears in the list.

Option B — Alongside a new product

When creating a new product, you can attach a schematic at the same time:

1. Open the Add Product modal (see Chapter 4 — Products).
2. Select a STEP file. A 2D Schematic (PDF, optional) field appears below the STEP picker.
3. Click the schematic upload area and select a .pdf file.
4. Click Add Product. Both the STEP file and the PDF are uploaded together. The schematic is automatically linked to version 1.

The Engineering Schematics Tab

The Schematics tab on the Product Detail page lists all schematics for the product. Each row shows:

• Schematic title
• Linked version label
• Open button — opens the full-screen schematic viewer

If no schematics have been uploaded yet, an empty state is shown with an Upload the first schematic link (visible to users with upload permission).

Viewer Navigation

Clicking Open on a schematic row launches the Engineering Schematic Viewer — a full-screen PDF viewer with task pin overlay.

The schematic is rendered at full resolution. Zoom in to read fine details before placing pins.

Task Pins Overview

Task pins are markers placed directly on the schematic to indicate where a task applies. There are two pin types:

Pins are zoom-invariant — they stay anchored to the correct position on the schematic regardless of zoom level. Coordinates are stored as fractions of the page dimensions, so they remain accurate even if the PDF is re-rendered at a different size.

Each pin can be linked to one or more tasks. A pin with attached tasks shows a badge with the task count.

Placing a Pin

To place a new pin:

1. Click anywhere on the schematic to place a point pin at that location. — or — Click and drag to draw a rectangle and place an area pin over a region.
2. The Pin Panel opens on the right side of the screen in New Pin mode.
3. From here you can attach an existing task or create a new one (see below).
4. If you click away without attaching a task, the pin is discarded.

Attaching a Task to a Pin

You can link an existing product task to a pin:

1. Place a pin (click or drag) to open the Pin Panel.
2. In the Attach existing task section, select a task from the dropdown list.
3. Click Attach. The task is linked to the pin and the pin is saved to the schematic.

A task can be attached to multiple pins across one or more schematics. The pin badge updates to show the number of attached tasks.

Creating a Task from a Pin

You can create a brand-new task directly from a pin without leaving the schematic viewer:

1. Place a pin to open the Pin Panel.
2. Click Create new task.
3. Fill in the task form: title, description, priority, due date, and assignees.
4. Click Create Task. The task is created and automatically linked to the pin.

The new task also appears in the product's Tasks tab.

Moving & Deleting Pins

Moving a pin

1. Click an existing pin marker on the schematic to select it and open the Pin Panel.
2. Click Move pin.
3. Click (or drag) on the schematic to set the new position.
4. A confirmation bar appears — click Confirm move to save, or Cancel to keep the original position.

Deleting a pin

1. Click an existing pin to open the Pin Panel.
2. Click Delete pin.
3. A confirmation prompt appears — confirm to permanently remove the pin.

The Pin Panel

The Pin Panel appears on the right side of the viewer whenever a pin is selected or being created. It has three modes:

The panel closes automatically when you click on an empty area of the schematic with no pin action in progress.