Board Cards on Mobile: View, Update & Submit Forms from Assigned Work Orders

📋 Board Cards on Mobile: View, Update & Submit Forms from Assigned Work Orders
 

🧭 Introduction

The Board Cards section in the Ontraccr mobile app Action Center gives workers instant access to cards assigned to them, without needing to manually search through full project boards. It's perfect for field staff who want a focused view of only what’s relevant to them.

📍 Where to Find Board Cards

• Located in the Action Center (if enabled for your role)
• Displays a list of only the cards assigned to you

📌 This is ideal for service technicians and field teams who need fast access to work orders and tasks.

🔍 What You Can Do with Board Cards

Each card in the list gives you direct access to its contents and linked tools:

1. View Card Details & Change Status

• Tap a board card to open its full details
• Review all form fields and project information within the card
• Click on the status in view mode to change the status of the board card.

2. Submit a Form from a Card

• Tap the form icon in the top-right of the card
• Select a form mapping (if required)
• The form auto-populates with relevant board card data
• Fill it out and submit directly from your phone

✅ This is often used for downstream documentation like work orders, safety checklists, or close-out forms tied to specific jobs.

3. Edit Board Card Contents

• Tap the pencil icon in the top-right corner
• Edit any fields in the card
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• Tap Save to update the board card

📝 You’ll only see the pencil icon if your permissions allow card editing.

4. View Related Information

While viewing a board card, you can also:

• See any submitted forms linked to that card
• View notes added to the card
• Access any tasks related to the board card

👁️ Hiding Unneeded Board Cards

Too many cards cluttering your view?

You can hide any board card from your Action Center by tapping the “hide” icon (eye with a slash) next to it.

Important:

• This only removes it from your Action Center view
• The board card still exists and remains visible on the main Boards page

✅ Outcome

After reviewing this guide, users will be able to:

• Instantly view only the board cards assigned to them
• Submit mapped forms tied to specific jobs
• Edit card contents (if permitted)
• Hide outdated or irrelevant cards from their dashboard
• Access full task and form history for each card