A picture is worth a thousand words. Adding a photo or two to a Task Item is an important workflow step to ensure that all of the pertinent information about the defect or repair is conveyed.
Desktop
Starting From a Task Item
- When creating or editing a Task Item, click on the 'Add Photo' button.
- Click the appropriate tab depending on whether you want to Upload a new photo (2a), Choose from Project Team Photos (photos that you and your colleagues have already uploaded) (2b) or Choose a Multivista Photo (2c).
- If you want to upload a new photo or one of the Project Team photos, select the appropriate photo(s).
- Click 'Done'
- If you want to Choose a Multivista photo, you can decide what selection mode you wish to use to search for the photo in question.
- Use the Select by Photo mode to browse photo thumbnails
- The Date and Location filters allow you to narrow your selection.
- Click on the photo you wish to add to the task.
- Click 'Done'
- Alternatively, if you want to find a photo by location, use the 'Select by Floorplan' option.
- Click on the floorplan which has the photo location you are looking for.
- Click and drag the floorplan to pan. Use your mouse-wheel to zoom.
- Click on the hotspot arrow which corresponds to the location you are interested in.
- Click on the photo thumbnail that you wish to add to the task.
- Click 'Done'
Starting from a Photo
- When browsing a photo on the Photos Tab or with the Photo Viewer, click the checkbox on the thumnbnail which corresponds to the photo you want to add to the task.
- From the 'Save' menu, select the List Type (QA/QC, Punch, FM) to which you want to add a photo.
- Select that appropriate tab depending on whether you want to Add to a new Task Item, or Add to an Existing Task Item.
- If you want to create a new Task Item, fill in the pertinent fields and click 'Done'
- If you want to Add to an Existing Task Item, use the filter controls to find the Task Item you are looking for.
- Select the appropriate Task Item from the list.
- Click 'Save to Selected Item'.
Mobile
Starting From a Task Item
- When creating a Task Item, tap the 'Add Photo' button or, when editing a Task Item, tap the Photo icon to show the given Task Item's photos and then (1a) tap the 'Add Photo' button.
- Choose from the 'Take a Photo' or 'Use Existing' options depending on whether you want to use a new or existing photo.
- Use you phone / tablet's native camera and photos navigator to select the photo you want.
- You can optionally add photo comments, adjust the photo date, album and permissions.
- Add photo annotations if wish.
- Tap 'Finish'.
Starting from a Photo
- View the photo you wish to add to a Task Item with the Photo Viewer. Open the Options menu at the top right of the screen.
- Tap on the 'Add to Task' menu selection.
- Select the List Type that contains the Task Item you would like to add to.
- Select 'New Item' and then complete the required and optional fields to create a new Task Item to associate with the photo.
- Or select 'Add to Existing' and select an existing Task Item (4a) to associate with the photo. You can use the Filters to narrow your search for an existing Task Item.
- Tap 'Finish'.