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How do I pick up a submittal to review?

Where: Click the project card in the Plan Reviews queue to open it

How do I pick up a submittal to review?

Quick answer: On the Team queue, find the submittal you want, check the status pill is Completed (AI is done), and click the card — that opens the project detail page where the findings and draft corrections letter live. You don't formally "claim" a submittal in the UI today; picking it up = opening it and starting to triage.

Steps

  1. On Projects, switch the toggle to Team if you're not already there.
  2. (Optional) Filter to what you want — by Permit Type, by Status, or by the All Members dropdown.
  3. Find the submittal. The card shows: thumbnail, project name, address, reviewer avatar, permit-type tag (e.g., Demo), flow tag (City Review), status pill (Completed / Processing / Failed), submission date, kebab menu, chevron.
  4. Click anywhere on the card to open /projects/{id}.
  5. You land on the Findings tab with the AI's draft review ready for your triage.

What the status pills mean

PillMeaningCan you open it?
Processing (amber)AI is still running.Yes — you'll see a progress indicator instead of findings.
Completed (green)AI finished. Ready for reviewer triage.Yes.
Failed (red)AI could not finish.Yes — see AI got something wrong.

Related

Related

How do I pick up a submittal to review? · CrossBeam Permits Help