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How to Add Instructions to Items
How to Add Instructions to Items

Learn how to create and share instructions with your team.

Charneille Daley avatar
Written by Charneille Daley
Updated over a week ago

Gather's Instructions feature significantly improves how interior designers and architects create specification packages. It allows quick assignment of detailed guidelines to product types, ensuring consistency, quality control, and clear communication across projects. By streamlining processes from procurement to installation, this tool not only preserves design intent but also enhances project outcomes, leading to smoother executions and more satisfied clients.

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Let's dive into everything you need to know about creating, managing, and using instructions:

Managing Instructions

  1. Access the Instructions List:

    • Click on your account drop-down menu

    • Go to the Settings tab

    • Select the Instructions tab on the left side

    • You'll see a list of 50 pre-populated, industry-standard instructions to get you started

  2. Applying Existing Instructions:

    • Click the pencil icon next to the instruction you want to use

    • Edit the instruction text if needed

    • Select the schedules and types you want to apply the instruction to

  3. Applying to All Types in a Schedule:

    • Toggle the switch next to the schedule name

    • This ensures the instruction appears for all current and future types in that schedule

  4. Applying to Specific Types:

    • Check the box next to individual types

  5. Save Your Changes:

    • Don't forget to click the Save button to confirm your changes!

Adding New Instructions

  1. Click on your account drop-down menu

  2. Go to the Settings tab

  3. Select the Instructions tab on the left side

  4. Click the green plus sign to add a new instruction

  5. Type your new instruction in the text box

  6. Apply it to desired schedules and types

Viewing Instructions

  1. Instructions Visibility:

    • Instructions are not visible to clients, ensuring internal communication remains confidential.

  2. Instruction Assignment:

    • To view which schedules or types an instruction has been applied to, open the instruction settings. A column will show the number of schedules or types associated with that instruction.

    • New types added to a schedule will not automatically have the instruction applied. You must manually assign instructions to new types.

Editing Instructions

  1. From the Instructions Tab:

    • Within any item, click the pencil icon next to an instruction to edit it. This will open the settings in a new tab, allowing you to make changes.

  2. Bulk Editing:

    • Select multiple instructions using the checkboxes, click the pencil icon icon in the top right corner, and bulk edit them as needed.

Deleting Instructions

  • To delete a single instruction:

    • Click the trash can icon next to the instruction

  • To bulk delete instructions:

    1. Select multiple instructions using checkboxes

    2. Click the trash icon in the upper right corner

Bulk Applying Instructions

  1. Select multiple instructions using checkboxes

  2. Click the pencil icon in the top right corner

  3. Choose the schedules and types to apply the selected instructions to

Using Instructions in Projects

  1. Open a Project: Head to any project in Gather.

  2. Pick an Item: Choose any item you want to add instructions to.

  3. Find the Instructions Tab: Look to the left side of the item modal, next to the product image. You'll see a tab labeled "Instructions."

    • No instructions yet? No worries! A friendly "No instructions have been added to this item" message will show you.

  4. You'll see all instructions assigned to the item's schedule and type

  5. You can turn off specific instructions for individual items if needed

Exporting Instructions

  1. Instructions are available on multi-page PDF exports:

    • Multi-page PDF spec package

    • Individual spec sheet

  2. When exporting, make sure to check the "Include instructions" box in the export checklist

  3. By default, instructions will appear unless explicitly turned off.

  4. You can turn off specific instructions for an item by toggling the switch next to the instruction. Disabled instructions will not appear in the export for that item.

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Note: Instructions are only available on the Firm plan and can be exported as Single Spec. and Multi-page PDF exports.

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