Overview & background
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
- Task tab view
- Open task
- Filter tasks
- Email Reports
- Sorting tasks
- Searching function
- Searching by task name
- Searching by '@'
- Searching by tag
- Create a new task
- Updating task attributes (details)
- Swiping to Change Task Status
- Adding assignees, hashtags and checklist items
- Email or duplicate a task from the list view
- Taking a picture
- Adding an existing photo
- Deleting pictures from tasks
- 'Paper Clip' Icon on a task menu
- Email a task
- Delete a task
- View Tasks Associated with a Plan
Task tab view
Select any task in the list on the left, and its full contents open up on the right:
You can filter tasks by clicking on the icon on the lower left corner:
You can select the 'Export icon and email previously created reports to any designated recipient:
You can utilize the 'Sort Tasks By' function to reorder how you view your tasks:
You can search for all tasks by task name, @assignee, or #tag:
Searching by task name
Once you start typing, the tasks' result will show tasks that match what you have input:
Searching by '@'
You can search for a task by assignee, category, or status by typing '@' and what you are looking for:
This will show all the tasks that this user is assigned.
This will show all the tasks that are associated with this category.
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:
Create a new task
Just click the '+' icon at the top of your task list to create a new task on the fly:
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)
Open the task, then click 'Edit'. From there, you will see the 'Task Details':
|Non-Custom Task Status Project:||Custom Task Status Project:|
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.
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 'locations' option.
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.
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
Emailing or duplicate a task from the list view
In the List view for 'Tasks,' long-press on one of the task titles to Email (If on a Pro or Business Subscription), Duplicate, or Delete the task.
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.
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:
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':
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:
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:
Deleting pictures from tasks:
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':
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' Icon on a task menu
You can complete the following actions by clicking on the 'Paper Clip' icon in the bottom-right whenever you're viewing an individual task:
- Create or link to an existing Related Task
- Link to a relevant File
- Link to a relevant Form
- Add a pre-made checklist template
- 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'
Email a task
You can email a PDF of all the information in any individual Task you have open by selecting the upper right dots and choosing email task:
That will prompt you to connect an email account to your Fieldwire mobile app if you haven't done so already, and then your chosen email client on your mobile device will open with an email draft where you can add a recipient, a subject line, and a message.
Note: You can email tasks 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
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.
View Tasks Associated with a Plan
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:
Video Tutorial on Creating Tasks