Before you start
Plan Requirements:
This feature is available on all plans.
Permission Roles:
All permission roles can create and complete Project Tasks. Only Admins and Managers can edit and delete Project Tasks.
Platform Availability:
Project Tasks are available on both the web and mobile apps.
To access Project Tasks in Offline Mode on the mobile app, the Project will need to be open on the app before entering Offline Mode.
What is the Difference between a Project Task and a Checklist?
Project Tasks are great for non-repeatable, one-off tasks for a project. They can act as simpler to-dos or a punch list for specific tasks to complete on the project. Project Tasks are limited to 100 per Project.
Checklists capture detailed field information — recording site conditions and step-by-step work instructions — and can be assigned to specific users.
On the web
How to add a Project Task within the Project View
Log in to CompanyCam.
Open the Project that you'd like to add a Task for.
Click on the collapsible Sidebar Icon to the right if it's collapsed.
Under the Tasks section within the right-hand panel, click + New Task to create a Task.
To add additional Tasks, use the Enter Key or continue selecting + New Task.
Click on the Circle Icon next to the Task to mark it as completed. Completed Tasks will automatically be moved to the Show Completed section, which appears as Hide Completed when expanded.
How to add a Project Task to a photo or video
Log in to CompanyCam.
Open the Project that you'd like to add a Task for.
Select a photo or video to open it.
Select the + New Task to create a Task for the photo or video.
Once the Task has been added to the photo/video, a reference photo or video will be added as a thumbnail to the general Tasks section of the Project.
Click on the Circle Icon next to the Task to mark it as completed.
How to Edit and Delete Project Tasks
To edit a Task, click on the Task you'd like to make changes to by opening the photo/video or making the changes within the Tasks section on the Project page. Once you have added the edits, the Task will automatically save.
To delete a Task, hover or click on the Task you'd like to delete and then click on the Trash Can Icon. Note: Once Tasks have been deleted, they cannot be restored.
In the app
How to add a Project Task within the Project View
Open the Project you'd like to add a Task for.
Tap on the To-Dos Tab within the Project screen.
From there, tap on the + Icon.
Next, choose Task.
Enter the Task that needs to be completed and tap on the Create New Task Button.
Tap on the Square Icon next to the Task to mark it as completed.
How to add a Project Task from My Stuff
From the Home screen, select My Stuff.
Tap the + Button at the bottom of the screen.
Choose the Project you’d like to add the Task to, or create a new Project.
Enter the Task details, then tap Create New Task.
How to add a Project Task to a photo or video
Open the Project you'd like to add a Task for.
Select a photo or video.
Tap on the Tasks Icon.
Enter the Task that needs to be completed, and then tap Create New Task.
Once the Task has been added to the photo/video, a reference photo or video will be added as a thumbnail to the general Tasks section of the Project.
How to Edit and Delete Project Tasks
To edit a Task, tap on the Task you'd like to make changes to by opening the photo/video or making the changes within the Tasks tab from the To-Dos view. Once you have added the edits, tap Save.
To delete a Task, tap on the Trash Can Icon. Note: Once Tasks have been deleted, they cannot be restored.
FAQs
Is there a character limit for Project Tasks?
Is there a character limit for Project Tasks?
Yes, there is a 250-character limit for each Project Task.
Can Project Tasks be used in Project Templates?
Can Project Tasks be used in Project Templates?
No, Project Tasks cannot be used in Project Templates.