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Quick Start - Books Part 1: Create a Design Book
Quick Start - Books Part 1: Create a Design Book

Topics covered: Room by rooms, Mood boards, Begin presentation, Get started.

Updated over 8 months ago

A Project in design.efficiently has 3 main components:

  • Plans

  • Schedules

  • Presentations (Design Books)

To get started in design.efficiently, begin with presentations, called Design Books inside the platform. The above 3 modules intertwine, so that once you have learned Books, you will already have a handle on 75% of the primary functionality.

Most importantly, learning Design Books will provide you with polished, easily editable client presentations, as well as complete shopping lists with all Item details easily accessible for your reference. Let's set up a Project and get started!

Step 1: Begin by creating a new Project (select from either of the 2 available blue buttons).

Step 2: Fill in any project details and click Create.

Step 3: You are now in the Summary tab. Select the Books Tab, or click the blue Go to Books button to create a Book.

Step 4: Click to create a new Book.

Step 5: Select Design Book and click Select.

Step 6: A Default Theme and Book Layout will appear. Click Next.

Note: You can change the Theme and Book Layouts, but for now we'll work with the Defaults and return to customization options later.

Step 7: Name your Design Book and click Create.

Step 8: Click on the Item Page to begin working.


Full video overview of the above step-by-step guide:

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