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Creating a Project Task

Learn how to create a Project Task for a quick to-do or punch list item in CompanyCam.

Project Tasks are quick to-dos you can add to a Project — a simple way to track one-off punch list items without setting up a full Checklist. You can add a Task from the Project itself, attach one to a specific photo or video, or create one on the go from My Stuff.

Note: Project Tasks are best for simple, one-off to-dos — up to 100 per Project. If you need to capture detailed field information, step-by-step instructions, or assign work to specific Users, use a Checklist instead.


On the web

Adding a Task within the Project view

  1. Log in to CompanyCam.

  2. Open the Project you'd like to add a Task for.

  3. Click the collapsible Sidebar Icon on the right if it's collapsed.

  4. Under the Tasks section, click + New Task and type your Task. Press Enter or click + New Task again to add more.

Adding a Task to a photo or video

Note: When you create a Task from a photo or video, that photo or video becomes the Task's reference photo. Anything you add to the Task afterward goes on top of it — the reference photo itself can't be removed.

Open the Project and select a photo or video, then click + New Task, type your Task, and press Enter. The Task appears with a thumbnail of that photo or video in the Project's general Tasks section.

Marking a Task complete

Click the Circle Icon next to a Task to mark it complete. Completed Tasks automatically move to the Show Completed section, which displays as Hide Completed once expanded.

Attaching a photo or video to a Task

Under the Tasks section, click + Icon next to the task you'd like to add media to. You can upload new photos or videos, or choose existing media from the Project. Click Confirm to attach the photo or video.

While a video is still uploading, a cloud icon and video overlay show it hasn't finished processing yet.


In the app

Note: To access Project Tasks in Offline Mode, open the Project in the app before turning on Offline Mode.

Adding a Task within the Project view

  1. Open the Project you'd like to add a Task for.

  2. Tap the To-Dos tab.

  3. Tap the + Icon, then tap Task.

  4. Enter the Task, then tap Create New Task.

Adding a Task from My Stuff

  1. From the Home Screen, tap My Stuff.

  2. Tap Tasks at the top of the screen and then tap the + Icon.

  3. Enter the Task details, then tap Create New Task.

Adding a Task to a photo or video

Note: When you create a Task from a photo or video, that photo or video becomes the Task's reference photo. Anything you add to the Task afterward goes on top of it — the reference photo itself can't be removed.

Open the Project and select a photo or video, tap the Tasks Icon, enter your Task, then tap Create New Task.

Marking a Task complete

Tap the Square Icon next to a Task to mark it complete.

Attaching a photo or video to a Task

  1. Open the Project you'd like to work in.

  2. Tap the To-Dos tab.

  3. Tap the Tasks tab.

  4. Tap the + Icon to pull an existing photo or video from the Project or the Camera Icon to take a new photo or video.

  5. Tap Add or Done to attach the photo or video.

A cloud icon and video overlay show while a video is still uploading.


FAQs

Is there a character limit for Project Tasks?

Yes, each Project Task has a 5,000-character limit.

Can Project Tasks be used in Project Templates?

No, Project Tasks can't be used in Project Templates.

Can I edit Project Tasks?

Yes, check out Editing and Deleting a Project Task for details.


💡 Need more help?

Contact our Support team — we're here Monday through Friday.

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