The Silver Badge Series takes us deeper into the powerful systems behind Design.efficiently. This is where things get interesting - where structure meets scale.

We’ll go beyond the basics and into intermediate tools and workflows that help you work smarter, collaborate better, and prepare your projects for procurement and execution.

We’ll take a deep dive into the full power of Item IDs. By the end of this, you’ll love them as much as I do. Item IDs act as a central intelligence hub - what you define at the ID level flows down to every location it’s attached to.

We'll cover:

We’ll explore when to store specs and documents at the Location level instead of the Item ID - and why that distinction matters.

You’ll learn how to manage custom conditions room by room while maintaining clarity across your schedule.

We’ll set up a system to manage who is responsible for what - at every step of the way.

This includes:

Lists allow you to group and tag items for better tracking, organization, and reuse—across both active and past projects.

Every item you select is automatically added to a Project List, so you can always go back and review selections from previous jobs. In addition, you can manually tag items into:

Whether you’re filtering by a room, supplier, or just saving a few favorites—Lists make your workflow smarter.

We’ll also learn how to edit and manage Book Canvas Elements, so your presentations look sharp and reflect your brand - every time.