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
- Tap “More” in the bottom nav bar
- 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:
- Tap on the card to open it
- In the Details tab, tap the Status field
- Choose a new status from the list
- 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