How do I navigate Tabs and Categories on web?


Overview & background


Navigation in Fieldwire is designed to keep everything organized while you’re on the job. Projects are broken down into sections or "tabs" so that you are clear about what information you are viewing and so you can easily navigate to other tabs. Categories are listed below the Tabs. 





What are the tabs?





Core Navigation

  • Plans Tab - Clicking this tab will let you view all of your uploaded sheets, as well as create new tasks, markups, and hyperlinks. 
  • Tasks TabHere, you are able to easily view, filter, and manage all of the tasks on your project. You can also change between the Priority, Calendar, Gantt and Graph views.
  • Photos Tab - This is where you can find all of your project photos (from within tasks and attachments).
  • Files TabThis tab collects all of the files associated with your project.
  • People Tab - 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 Tab - This is where you update project-wide settings. Keep in mind, this page is only visible to project Admins.


What are Categories?

There are also filtering options that allow you to restructure your project display as you see fit which are called 'Categories'. 




When you create tasks, you can include the category they are associated with. Typically, people assign categories based on specific project topics or trades (e.g. HVAC, Plumbing, Electrical).




If you only wish to view tasks associated with a certain category, just select that one from the list. Categories are visible in the core navigation column, beneath the other tabs.



Only displaying Tasks in the 'Demo' category


Should you need to edit or delete a category, you can do that by hovering over it. When you hover over a category, a little gear will appear. Please note, if you delete a category, all related tasks will no longer be associated with that category.




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