I want to export or print a plan(s) with tasks included. How do I do this?
By default, exporting any plan as a PDF will include all markups, attachments, and tasks that you have set to 'Show' in the 'Layers' menu, aka the eyeball icon located at the upper right-hand corner of the plan view.
Note: There is a limit of exporting 1000 plan sheets at a time. If you try to export more than 1000 plan sheets, you'll receive the following email notification:
Fieldwire now gives users the ability to export their plan sheets with task pins. In order to include your task pins in a plan export, you will need to make sure the "Tasks" checkbox shown in the screenshot above is selected. Having all three checkboxes selected will ensure that all tasks will appear on your plan export.
Currently, only on the single plan view, there are two options to filter what task pins you can see on your plan export: Filtered tasks and Other tasks.
Filtered Tasks: Having this option checked will only show you the relevant tasks depending on your selection of "My tasks", "Watched tasks", "All tasks", or a Category. For example, if some of the tasks on the plan sheet are assigned to you and other tasks are assigned to other users, by having this option checked while having "My tasks" selected, you'll only see the tasks that you're assigned to.
Other Tasks: Having this option checked will also only show you the relevant tasks depending on your selection of "My tasks", "Watched tasks", "All tasks", or a Category. However, instead of showing you tasks of the selected category, it would show you all of the other tasks not in that category. For example, if you select "My tasks" while having this option checked and having "Filtered Tasks" unchecked, you'll see all tasks that are not assigned to you.
Here are a few additional articles that cover related topics on reports:
- How do I generate reports in Fieldwire?
- How to configure tasks for a great report
- How to create custom task Reports
- How do I sort and filter Reports?