First steps - video tutorial
In the following starter course, you can get a comprehensive overview of buildagil within 60 minutes. The videos provide an overview of the relevant roles. Detailed descriptions of the respective roles are available in the knowledge base and linked in each case. If you would like to find out more about how to proceed when logging in for the first time, this is described in more detail in the following article: First steps - How to get started with buildagil.
Basics:
Navigation:
Project contents:
Overview & working method
The following topics are explained in the video:
- Centralized project platform: All project information (documents, plans, tasks, contacts, etc.) is in one location
- Tools: All project participants have access to the same tools, e.g. BIM Viewer
- Single source of truth: The CDE facilitates collaboration and avoids inconsistencies
- Transparency and traceability: changes are traceable for all those involved; communication takes place directly in context (tasks, protocols)
- Device-independent: Buildagil is available on all end devices - whether in the office on the PC, mobile on the construction site via app or integrated into existing tools (e.g. Outlook calendar)
Login & access
The following topics are explained in the video:
- Invitation by e-mail
- Accepting the invitation: Access with Microsoft Account
- First login
- Access to buildagil via: app.buildagil.com
- App availability: Desktop and Mobile.
Navigation
Personal home
The following topics are explained in the video:
- Overview of the Home
- News articles
- Personal Tasks- & Schedule overview (cross-project)
- Personalization options
Main navigation
The following topics are explained in the video:
- Personal settings
- Message center
- Cross-project search
- Project access
- Help & Support: Further articles on the Knowledge Base and live support
Project navigation
The following topics are explained in the video:
- Project access
- Project information
- Guideline
- Project export
- Structure: Filter, Search, Favorites and content creation
Contacts & teams
The following topics are explained in the video:
Documents & plans
The following topics are explained in the video:
- Authorizations and access
- Categories and metadata
- Filter and Views
- Version history
- Plan sections & Copying model views
- Editing files with local programs, Install buildagil Opener
- Document review
Tasks
Overview of tasks
The following topics are explained in the video:
- Structure of a task
- Comments
- Abschliessen einer (Part-)Task
- Creating a follow-up task
- Create a task
Further information on the topics / conversations, information and decisions can be found in the following article: Overview of tasks & topics.
Notifications and visibility
The following topics are explained in the video:
- Reporting center for notification of new tasks and comments
- Notifications
- Visibility of tasks for participants and teams
- Notifications fromComments]
Meetings & protocols
Create & manage meetings
The following topics are explained in the video:
- Structure of a meeting
- Creating a new meeting
- Creating a follow-up appointment
- Sending an invitation with Outlook
- Adjusting the appointment
Preparation of the meeting and informing participants
The following topics are explained in the video:
- Preparation of a meeting
- Preparatory comments as preparation information for participants
- Design comments to prepare a contribution for the meeting
- Informing the participants
Execution, recording & approval of meetings
The following topics are explained in the video:
- Execution of the meeting
- Logging using Comments
- Enter protocol in Approval.
- Rework of the protocol
Model Viewer
The following topics are explained in the video:
- Set Filter, Use model views
- Measure & cut
- Create tasks and plan views
- Model composition
- Supported formats: 3D models, 2D plans, point clouds
Updated on: 04/06/2026