Overview
Tasks look different on mobile versus on the web, though the features available on the web are mirrored on mobile. This article demonstrates the Task features on mobile.
Table of Contents
- Open task
- Filter tasks
- Email Reports
- Emailing or duplicating a task from the list view
- Sorting tasks
- Searching function
- Create a new task
- Swiping to Change Task Status
- View Tasks Associated with a Plan
- Generate QR Code
Open Task
Select any Task in the list on the left, and its full contents open up on the right:
Filter Tasks
You can filter Tasks by clicking on the icon on the lower left corner:
Email Reports
You can select the 'Share' icon under the list of Tasks (iOS), or the 'Printer' icon above the list of Tasks (Android, and email previously created reports to any designated recipient. These recipients do not need to have access to Fieldwire or to your project.
| iOS | Android |
Emailing or duplicating a Task from the list view
In the List view for 'Tasks,' long-press on one of the task titles to Email, or Export PDF (If on a Pro or Business Subscription), or Share, Generate QR Code, Duplicate, or Delete the task.
| iOS | Android |
Note: View of a task depends on project role and authorization. If a user has access to a task, they can email it (if on a Pro or Business Subscription). On the same note, Project Admins can delete any task on the Project; Project Members can delete tasks they have created. Project Followers can delete any empty Tasks they have created.
Sorting Tasks
You can utilize the 'Sort Tasks By' function to reorder how you view your tasks:
| iOS | Android |
Search function
You can search for all tasks by task name, @assignee, or hashtag(#):
| iOS | Android |
Searching by task name
Once you start typing, the tasks' result will show tasks that match what you have input:
| iOS | Android |
Searching by '@'
You can search for a task by assignee, category, or status by typing '@' and what you are looking for:
Assignee
This will show all the tasks that this user is assigned.
| iOS | Android |
Category
This will show all the tasks that are associated with this category.
| iOS | Android |
Status
You will be able to search tasks by their assigned status. If your project leverages custom task statuses, you'll see them all appear on the drop-down menu using the "@" symbol:
| Custom Task Status | |
Searching by tag
You can search for tasks by tag, by typing '#' and the tag name:
| iOS | Android |
Create a new Task (Individual Task View)
Just click the '+' icon to create a new task on the fly:
| iOS | Android |
Note: If working in offline mode, the Task will be saved to your device without a task number and then automatically synced to your Fieldwire cloud when you next reconnect to a stable network connection of 10 Mbps or more. You'll know you've successfully synced when you see the automatically assigned Task number appear on your Task.
Updating Task Attributes (details)
iOS
Open the task, then click 'Edit'. From there, you will see the 'Task Details':
| Non-Custom Task Status Project: | Custom Task Status Project: |
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From the Task Details on iOS, you can update key attributes like the Status or Category; you can add Tags and Watchers to these tasks. Project Admins are also able to, by default, create Tier 1 locations on their mobile devices by clicking the "+" icon after selecting the 'locations' option. Any Nested Locations added by Project Admins on the web can be selected from the 'locations' option.
Android
On Android, open a Task and select the Gear icon to be led to the Task Attributes:
From the Task Details on Android, you can update key attributes like the Status or Category; you can also add Tags to these tasks. Project Admins are also able to, by default, create Tier 1 locations on their mobile devices by clicking the "+" icon after selecting the 'locations' option. Any Nested Locations added by Project Admins on the web can be selected from the 'Location' option.
Adding assignees, hashtags, and checklist items
Select the 'speech bubble' symbol to access the messaging menu. From here, you can:
- Send instant messages to all Task assignees and followers directly on the task by simply typing your message and then selecting 'Post'
- Use the @ icon to change category, status, assignees, and add watchers
- Use the # icon to add tags
- Use the checkbox icon to add checklist items
| iOS | Android |
Taking a picture
Select the 'Camera' icon to take a photo or video that will be automatically added to the selected Task. You can select either choose to capture a Photo or a Video.
| iOS | Android |
For more information about connecting to a Ricoh Theta camera, take a look at this article: How do I take 360º photos in Fieldwire?
You can also select the lightning bolt icon to turn Flash 'On' and 'Off', or choose 'Auto-Flash':
| iOS | Android |
Note: Fieldwire will optimize photos and save them in 1200x1200px resolution for performance and memory reasons.
You can also mark up the photo by clicking on the thumbnail of the picture in the Task:
| iOS | Android |
Adding an existing photo:
You can add an existing photo from your photos tab to a task.
Select the camera icon, select existing photos, and it will take you to the photos tab:
iOS
Android
Deleting pictures from tasks:
Note: Administrators can delete all images, while members and followers can only delete those they have created themselves.
iOS
If you want to delete a photo from the task you will have to long-press on the picture, wait for the 'Delete' message to appear, and tap on 'OK':
Android:
If you want to delete a photo from the task you will have to long-press on the picture, wait for a red banner to appear with the trash icon, and click on the trash icon:
'Paper Clip' and '+' Icon on a task menu
You can complete the following actions by clicking on the '+' icon at the bottom of the screen (iOS), or the 'Paper Clip' icon in the bottom-right (on Android) whenever you're viewing an individual task:
- Create or link to an existing Related Task: Q&A: Can I link tasks together?
- Link to a relevant File: The Files Tab
- Link to a relevant Form: Introduction to the Forms Tab
- Add a pre-made checklist template: How do I use checklists?
- Scribble to sign-off or add a drawn notation into the task
- Select 'Plan image' to attach an image of your 'full plan' or zoom in on a specific part of it to create a crop plan: Introduction to Crop Plans
| iOS | Android |
Share a Task
When viewing an individual task on your mobile device, you can click on the 'Share' icon in the bottom right-hand corner (iOS), or the 3 dots at the top (Android), which provides you with options on how to share that task with others. You can leverage the 'Share link' option, which allows you to shares a direct link to that task. On a Pro or Business subscription, you can also use the 'Export task as PDF' button and 'Email' button.
| iOS | Android |
Choosing the 'Email' option will bring up several different apps, one of which, as in the example below, is 'Gmail'. You can also choose to send the task link via other methods including other mail or messaging apps.
| iOS | Android |
Once you've selected the app, such as Gmail, you'll be redirected to where you can email all the of the task information to the recipient.
| iOS | Android |
If you select the 'Export task as PDF' button, this generates a PDF of the content in that specific task that you can then annotate and markup (iOS only) before you share it.
| iOS | Android |
Like the 'Email' option, the 'Share link' option will also bring up several different apps.
Once you've selected the app, such as Gmail, you'll be redirected to where you can email a direct link to the task. Keep in mind though that the person(s) you send the link to will need access to your Fieldwire project in order to view the task.
| iOS | Android |
Note: Whether or Android or iOS, you can email task information to any email address, even if they are not a user of your Fieldwire account/project. Each user can send no more than 50 Task Emails per day. If you exceed this limit, you will not be able to send another task email until 24 hours have elapsed since the 50th email was sent.
Delete a task
iOS
On iOS, simply select on the task you want to delete, click the "Edit" button in the upper right-hand corner, scroll down, and click "Delete task":
Alternatively, you can click on the 'Share' icon in the bottom right-hand corner to Delete a Task:
Android
To delete a task click the upper three dots and choose Delete Task.
Note: If you delete a task from your project, you have the ability to restore that task from the Trash tab (Web) within 30 days of deleting it. If it has been more than 30 days and you have a premium Fieldwire account, you are able to use our built-in task importer feature to recreate any tasks that may have been deleted in error.
Swiping to Change Task Status
When viewing tasks on their devices, users can now swipe to change task statuses. Fieldwire used to have this functionality only on iOS, but it needed to be altered due to the release of Custom Task Statuses. Nevertheless, the ability to swipe to change task statuses is back!
When swiping to the right (-->), you will be changing the task status to "Completed" or your version of it if you are utilizing Custom Task Statuses. When swiping to the left (<--), you'll see a pop-up where you'll be able to choose which status you'd like to change that task to.
iOS
Android
View Tasks Associated with a Plan
iOS
You can view the Tasks that are associated with the Plan you are viewing by clicking on the list icon on the top right. Once you click on this icon you will see all the Tasks associated with that Plan.
Android
When viewing an individual Plan on your mobile device, you can click on the 3 dots in the top right corner and select 'Tasklist' to see Tasks associated with the Plan.
Generate QR Code
QR Codes are a helpful way to provide users in the field instant access to Tasks. To generate a QR Code for a specific Task from the Mobile app:
- From the Fieldwire iOS or Android application, navigate to the desired Task you would like to generate a QR Code for
- Select the ‘Share’ icon from the bottom of the task view (iOS) or the 3 dots at the top (Android)
- Select ‘QR Code’
| iOS | Android |
From here, the basic QR Code can be shared with someone nearby for quick reference. If you would like to download the QR Code from Mobile, select ‘Download as PDF’ from the basic QR Code view.
Once the PDF has been downloaded, select the ‘Share’ icon from the top right corner of the PDF to send it off or print directly from your mobile device.
Note: PDF Downloads of QR Codes are only available while the device is online with a connection to wifi or cellular data. Viewing a QR Code for a Task requires that the Task has previously been synced.
Scan QR Code on Mobile
From your device's camera, scan the QR code to automatically open the linked item in the iOS or Android app. However, please note that there are some limitations to this:
- If you do not have access to the linked project or do not have the Fieldwire app installed on your mobile device, the link will open in the mobile browser.
- You are not able to create a QR code linked directly to a photo in the Photos tab as individual photos do not have a custom URL. Generating a QR code for a photo would just open the photos tab of the Fieldwire app.
- Opening a QR code linked to a specific file on the Files tab does not work on iOS or Android. Both mobile apps open the Files tab rather than the designated file.
- Links to Submittals and Specifications do not work.
More information
Video Tutorial on Creating Tasks