---
title: "Team Boards in the Mobile App: Access, View, and Interact with Project Boards"
url: "https://help.ontraccr.com/en/article/team-boards-in-the-mobile-app-access-view-and-interact-with-project-boards"
language: "en"
last_updated: "2025-06-08T20:26:14.296Z"
---

# 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.

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## **📍 Where to Access Team Boards**

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

You’ll see a list of boards you have permission to view based on your role and project assignments.

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## **📊 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

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## **🧾 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

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### 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

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### 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.

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### 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

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### 5\. **Create a New Board Card**

-   Users with the appropriate permissions can create new cards directly from the mobile app.

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### 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**.

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## **➕ 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:

1.  Open the **Boards** section
2.  Navigate to the correct **Board**
3.  Tap the **“+” icon** (in the top right corner)
4.  Fill in the required fields
5.  Tap **Save**

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## 🛑 **Limitations**

-   Card reordering (drag-and-drop between columns) is not available on mobile

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## ✅ **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

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