Team Boards in the Mobile App: Access, View, and Interact with Project Boards
📋 Team Boards in the Mobile App: Access, View, and Interact with Project Boards
🧭 Introduction
The Boards section in the Ontraccr mobile app gives users mobile access to the same project boards and cards available on the web — making it easy to review, update, or act on assigned work directly from the field.
This guide explains how to view boards, navigate cards, and work inside card details on mobile.
📍 Where to Access Team Boards
- Tap “More” from the bottom nav bar
- Tap “Boards”
You’ll see a list of boards you have permission to view based on your role and project assignments.
📊 Board View
Each board represents a workflow, phase, or job stage (depending on how your company uses boards).
- Boards are typically divided into columns (e.g., To Do, In Progress, Done)
- Each column contains cards representing tasks, work orders, or checklists
🧾 What You Can Do from the Mobile Boards View
1. View All Cards Within a Board
- Tap a board to open it
- Scroll horizontally to view each column
- Tap any card to view its details
2. Open a Card and View Details
Inside a card, you can:
- Review form fields
- See status and assignees
- Read or add notes
- Tap the form icon to submit related documentation
3. Submit Forms from a Card
- Tap the form icon (top-right corner)
- Choose the mapped form
- Fill it out (pre-filled with card context) and submit
📌 Form submissions are automatically linked to the board card for traceability.
4. Edit Card Fields (If Permitted)
- Tap the pencil icon (top-right) inside a card to:
- Edit titles or descriptions
- Update form field values
- Change status (if roles allow)
- Tap Save to apply changes
5. Create a New Board Card
- Users with the appropriate permissions can create new cards directly from the mobile app.
6. Use Cards from Project Profiles Too
You can also access a filtered list of cards per project by going to:
More → Projects → [Select Project] → Cards Tab
This gives you a project-focused board view.
➕ How to Create a New Board Card in the Mobile App
Users with the appropriate permissions can create new cards directly from the mobile app.
To add a card:
- Open the Boards section
- Navigate to the correct Board
- Tap the “+” icon (in the top right corner)
- Fill in the required fields
- Tap Save
🛑 Limitations
- Card reordering (drag-and-drop between columns) is not available on mobile
✅ Outcome
With Boards on mobile, users can:
- Stay updated on task status and board card assignments
- Submit job-specific forms from within card context
- View and contribute to project progress from anywhere
- Reduce admin follow-ups by completing card-based workflows on the go