Before you start
All permission roles can create and complete Project Tasks. Only Admins and Managers can edit and delete Project Tasks.
Project Tasks cannot be shared with or viewed by Collaborators.
Project Tasks cannot be used in Project Templates.
Project Tasks can be used while in Offline Mode. However, to access Project Tasks, the Project will need to be open on the app before entering Offline Mode.
There is a 250-character limit for each Project Task.
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.
Checklist Tasks act as more detailed information capture taking place in the field to give a detailed view of conditions and steps to follow when completing work and can be assigned to users.
On the web
How to add a Project Task within the Project View
Log into CompanyCam.
Open the Project that you'd like to add a Task for.
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 into 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 Tasks Tab within the Project screen. Tap on the + Tasks button to create a new Task.
Once done, tap on the blue Create New Task button.
Tap on the Circle Icon next to the Task to mark it as completed.
Add a Project Task to a photo or video
Open the Project you'd like to add a Task for.
Open the Photos Section of the Project and select a photo or video.
Tap on the Tasks Icon, type in the Task, then tap on Create New Task.
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.
Tap on the Circle Icon next to the Task to mark it as completed.
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 Project 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.
