Add a Task in Mobile Plan View

You can add a task to record work that needs to be done on a location using plan view, if there is a calibrated image for the location.

You can add a task from the location view or the plan view. To add a task in the location view, see Add a Task in Location View. You can select the task type from types enabled for the project.
  1. Navigate to the location where you want to add the task and tap Plan View.
  2. If you are adding the task to a location with a 360 photo, tap the 360 pin.
    If you don't add the task to the 360 photo, you won't see the task when the 360 photo is opened.
  3. Tap the Add button or the Action Panel.
  4. Tap Task or Add New for the task.
  5. Tap the task type you want to add.
  6. For iOS, tap Details.
    1. Drag the pin to the desired position.
      You can reposition the pin as many times as needed.
    2. Add in the task details and select Save.
  7. For Android, complete the task by doing one of the following:
    • Tap Details to enter information for the task.
    • Tap Recent to copy details from a recently added task to the Details tab.
    • Tap Library to copy details from a library task to the Details tab.
  8. Tap Save at the top of the screen.
The task is added to the selected location.