Add a Task in Field View Mobile

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 also add a task in the location view or the 3D view you uploaded a 360 model.

Select the task type from types enabled for the project. You can create a new task by copying details from a recent task or a library task. The list of recent tasks is synchronized between devices.

If you add a pin to a BIM model that's connected to a drawing, the pin also displays in the drawing. If the model isn't connected to the drawing, select the drawing to manually add the pin.

If you add a task to the 3D view, Field View captures a snapshot of the view and saves it as an attachment.

  1. Navigate to the location where you want to add the task and tap where you want to add the task: Location View, Plan View, or 3D View.
  2. If you are adding the task to a view 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. Tap where you want to add the pin (for the plan or 3D views).
      Drag the the pin to reposition it if needed. 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.