Boards in the Mobile App (Advanced): View, Move, and Work with Board Cards

📋 Boards in the Mobile App (Advanced): View, Move, and Work with Board Cards
 

🧭 Introduction

The Boards feature in the Ontraccr mobile app allows teams to view project boards, interact with cards, and complete associated tasks or forms — all from their phone. This article covers advanced workflows, including form mapping, card movement, task/note management, and more.


📍 Where to Access Boards

  1. Tap “More” in the bottom nav bar
  2. Tap “Boards”

This section shows all boards the user has access to based on their permissions and assigned projects.


📊 Boards Overview

Boards represent project workflows and are structured in columns (statuses) such as:

  • To Do
  • In Progress
  • Complete
  • Canceled

Cards represent individual work items or job packages.


🧭 Board Navigation

  • Scroll horizontally to move between columns
  • Scroll vertically to browse cards within a column
  • Tap any card to open its detail view

🧾 Board Card Detail View

Each card includes the following key tabs and features:


1. Details Tab

  • View or edit:
    • Title
    • Description
    • Custom fields (based on form layout)
  • Change status - click on the status in view mode to change to another status.
  • Tap the pencil icon to edit (if role allows)
  • Tap Save to confirm

2. Forms Tab

  • View forms already submitted from this card
  • Tap form icon (top-right) to submit a new form
  • Mapped form opens with fields auto-filled from the card

📌 Only forms linked to this card’s board/form mapping will appear.


3. Notes Tab

  • Tap “Add Note” to write or dictate a comment
  • Tap red arrow to post
  • Notes are timestamped and not editable

4. Tasks Tab

  • View and manage tasks linked to the board card
  • Tap a task to update status or open its details
  • Tap the + icon to add a new task:
    • Title, description, due date, priority
    • Assign user, add reminders
    • Attach a form template if needed

🔁 Changing a Card’s Status

On the mobile app, you cannot drag and drop board cards between columns like on the web.

Instead, you change a card’s status by editing it directly.

To update the status of a board card:

  1. Tap on the card to open it
  2. In the Details tab, tap the Status field
  3. Choose a new status from the list
  4. Tap Save

This will move the card to the corresponding column on the board.

✅ You must have permission to edit board cards to change their status. If you don’t see the option, your role may have view-only access.


🎯 Board Filters and Sorting

Tap the filter icon (top-right) to refine your board view:

Filter by:

  • Label
  • Assignee
  • Due Date
  • Status
  • Division

Sort options may include:

  • Alphabetical
  • Date created
  • Due soonest

Tap Save to apply filters or Reset to clear.


➕ Add a New Card (Web Only)

⚠️ As of this release, board cards cannot be created on mobile. Creation must happen in the web app.

Cards can still be fully viewed, edited, moved, and submitted against from mobile.


Outcome

With Boards on mobile, users can:

  • Track work visually by project status
  • Complete forms linked to specific job cards
  • Communicate with teams using card notes
  • Create and complete tasks from anywhere
  • Keep project workflows moving — even off-site

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