Manage the properties of a sheet

Open a job in the Manage Estimates screen.
Select the Takeoff tab.
Click Sheets on the speedbar and select Sheet Properties.
In the Sheet Name field, enter the new sheet name.
In the Tags field, enter one or more keywords that can be used to identify and filter the sheet. Separate multiple keywords with a comma.

Note: Keywords can contain alphanumeric characters and can consist of multiple words, but cannot begin or end with a space.
Alphanumeric characters include the letters A through Z, the numerals 0 through 9, and all special characters except comma, dash, period, percent, tilde, and single quote.
In the Notes field, enter any notes pertaining to the sheet.
Click OK.

Note: You can also manage certain sheet properties (name, tags, notes) within the Sheets tab.

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