---
title: "Boards in the Mobile App (Advanced): View, Move, and Work with Board Cards"
url: "https://help.ontraccr.com/en/article/boards-in-the-mobile-app-advanced-view-move-and-work-with-board-cards"
language: "en"
last_updated: "2025-06-08T20:36:44.348Z"
---

# 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.

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## **📍 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.

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## **📊 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.

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## **🧭 Board Navigation**

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

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## **🧾 Board Card Detail View**

Each card includes the following key tabs and features:

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### 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

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### 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.

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### 3\. **Notes Tab**

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

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### 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

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## **🔁 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.

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## **🎯 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.

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## **➕ 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.

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## ✅ **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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