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Mobile Tasks and Forms

Modified: 6 Jun 2026 Viewpoint Field View Job Resources Workflows Reports Help

Tasks and forms in Field View are tools designed to capture and manage information or work items in specific locations on a project.

You can add a a task or form to complete a form for a location using plan view if there is a calibrated image for the location. You can also add a task or form in the location view or the 3D view you uploaded a 360 model.

Tasks

Tasks are a description of a required work item, a snag or a punch list item, a checklist item, or procedure that must be complete din a specific project location.

Forms

Forms contain questions to be answered. Each organisation can customize their own forms.

An answer can be one of a variety of types, such as date, time, number, text, dropdown, and signature. You can add comments, attach photos, or assign a task to an answer. Each answer is saved automatically when you complete it.

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