Overview & background
Navigation in Fieldwire is designed to keep everything organized. Project content is organized into "Tabs". These house your project content. "Categories" are listed in between the tabs; categories are used to sort your Tasks. The tabs and categories on your project are static throughout the web and mobile versions-- this article will outline both platforms.
Tabs and Categories on Mobile (iOS):
Tabs and Categories on the Web:
What can I access on each tab?
|Tasks||View, filter, manage and schedule the tasks on your project. Leverage the Kanban, Calendar, Gantt, and Analytics views.|
|Photos||This is where you can find all of your project photos (from within tasks and hyperlinks).|
|Forms||Business Subscribers can leverage and edit our Form Templates, or create their own Custom Forms.|
|Files||This is where you can find all of your project files. Upload your files here, reference them in Tasks and Photos.|
|3D Models||Business Subscribers can view 3D Models through our online BIM Viewer.|
|People||You can manage all of the users working on your project on this page. Users are organized by project permission access, and you can view their contact information by clicking on their name.|
|Settings||This is where Project admins update project-wide settings. You can also manage your, tags, report templates, and checklist templates.|
|Trash||If any Plans or Files are deleted, Project Admins have 30 days to restore them from the Trash Tab.
Note: This is only available on the Web.
What is a Category?
'Categories' sort your Tasks. Typically, users create categories based on specific project topics or trades (e.g. HVAC, Plumbing, Electrical).
When you create a task, be sure to include the category it is associated with. For example, 'Electrical' is the category selected in the Task on Mobile, and 'Landscaping' is the category selected in the task on Web:
Sort Tasks by Selecting Categories
If you would like to display Tasks that are associated with a category, select that category from your category list. The category you have selected will determine which tasks appear in the selected Tab.
|If you have the 'Tasks' tab selected, isolate the task pertinent to a category by selecting that category:|
|If you have the 'Plans' tab selected you can view the total number of tasks associated with that category on the sheet. This number appears to the right of the screen name:|
|If you have a plan open, the tasks associated with the selected category will be illuminated:|
|If you have the 'Tasks' tab selected, isolate the visible tasks by selecting the relevant category:|
|If you are on the 'Plans' tab, you can view the total number of tasks associated with that category on specific sheets:|
|If you have a Plan open, the tasks associated with the selected category will be illuminated:|
By default, all projects will allow you to sort by 'My Tasks', 'Watched Tasks', or 'All Tasks'.
- 'My Tasks' - Tasks you have been assigned.
- 'Watched Tasks' - Tasks where you are a watcher.
- 'All Tasks' - All tasks on the project, independent of category and assignee.
Add a Category:
|Project Admins can create a new category by selecting the " + New category " option at the bottom of the categories list.|
On Mobile, you can add a new category from a task; this is especially helpful when you notice an uncategorized task.
To do this, open a task, then select 'Edit' in the top right corner to move to the Task Details. Choose 'Category' and scroll to the bottom of the list to create a new category.
Edit or Delete or a Category:
If you need to edit or delete a category, hover your mouse over it. When you hover over a category, a little gear will appear. Choose to 'Edit' or 'Delete' the category.
If you delete a category, all related tasks will no longer be associated with that category.
Note: You can only edit or delete categories from the Web.
Note: You can edit both the category name and the category initials, individually, without affecting the other.
These articles explain more about Tasks and how they can be organized.