Add an Attachment to a Task

When you need to add more information to a task you can utilize attachments using your mobile device. You can attach photos, video, or audio recordings from the jobsite to a task to convey additional information about the task.

To add an attachments to a task:

  1. Navigate to the Project Home screen.
  2. Tap the "" Work Plan tile or the Task List tile.
  3. Select a task.
  4. Tap Add Attachment and tap on one of the following options:
    • Take Photo: Use your camera to take a photo.
    • Record Video: Use your camera to record a video.
    • Record Audio: Use your device to record an audio note.
    • Choose Existing: Select a photo or video from your camera roll. If you selected a photo, you can crop, rotate, add text, or draw on the image.

      Note: Editing a photo and modifying attachment details are not options if you select multiple photos from your camera roll.

  5. Tap Done.
  6. (Optional) Tap Info to update the following attachment details:
    • Folder: The location where the file is stored. This cannot be changed.
    • Name: Change the name of the file.
    • Description: Add information about the attachment.

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Last Published Wednesday, May 22, 2024