Appearance
Projects
The Project tab lists your company's projects. Open one to see its site address, every task in it, and all the photos, files and voice notes collected on the job.
Where to find it
App menu: Project — on the default menu, third tab. Who can use it: people allowed to view projects. If the list won't load, ask your administrator — see Roles and permissions.
Browse projects
- Tap Project.
- Favourite projects appear first under FAVOURITES, then the rest under All projects. Each card shows how many tasks the project has, and how many of your tasks in it are still open.
- If your company groups projects by team, a team chip appears at the top. Tap it and choose a team (Filter by team), No team, or All teams.
- Pull down to refresh.
If your company runs Circles, a circle icon at the top right opens them — see Circles.
Create a project
- Tap + next to the Project title.
- Type the Project name... and, if you like, a Description (optional). If your company uses teams, choose the Project team. Pick a Color.
- Tap Create project. You'll see Project created.
To set the address, check-in rules, team and everything else, use the web — see Create a project and Project profile. Creating projects depends on your permissions.
Open a project
Tap a project. At the top you'll see the project name, a Reports icon, a view switcher and Options (⋯).
- SITE ADDRESS — if the project has an address, tap the card to open it in your maps app.
- The task list — if the project has several task lists, tap the list name to switch lists. Tap Add task to create a task in the list you're looking at.
- Long projects load in pages; the bottom says, for example, Showing 20 of 283 tasks and loads more as you scroll.
Change the view
Tap the view switcher and choose Schedule (tasks by day — the default), List, Kanban, Gantt, Calendar, Workload or Documents.
Documents gathers every photo, file and voice note from all the project's tasks in one place. Filter by All, Photos, Files, Voice or Needs review. See Photos and notes.
Project reports
Tap Reports for the project's task report: tasks created, completed, open and overdue, open tasks by status and priority, and performance by assignee.
Project options
Tap Options (⋯) to open Project customization:
- Who in the project can see tasks? — Public within the project (all project members see every task) or Private (only people added to each task can see it).
- Project team — the team the project belongs to, if your company uses teams.
Good to know
- Tasks in a project work exactly like tasks in the Task tab — open one to check in, add photos and mark it done. See Tasks and check-in.
- The project address is also what the on-site check-in measures distance from, so keep it accurate.