Creating Posts

What are Fieldlens Posts?

Posts are bite-sized pieces of information created by you or other members of your project team. They can be as simple as a photo and a few words or can contain as much detail as necessary.

Once posted, they will live in your project Feed and can be viewed and responded to by you or others who are shared on the post.

Why do you post? These three reasons:

  1. "Just in case" - documenting something so it's on record - possibly for a daily report or a potential problem.
  2. Something needs to get done - it's easy to assign posts to yourself, other users, companies and even email addresses.
  3. Something is wrong - document it, assign it, get it fixed.

Fieldlens posts create a true audit trail of your project communication - they are timestamped and can't be edited or deleted.

Posts can include pictures, video, marked up plans and more.

This lesson walks you through these options and the powerful organizational tools that will help your team get the most out of Fieldlens.

Who sees your posts?

Who sees your posts is up to you: who you've included in the Sent to field at the top, and who you have assigned the post to.

Your first post will default to include users from your company that are on the job with you. The Send to field will say, "My company."

You can tap in remove your company or add other people and companies.

Note: After your first post, Send to will default to the previous post's selection - making it easy if you're creating a number of posts that need to be sent to the same people. Be sure to always check you've include the right people!

 

Overview of creating posts

This section gives a quick look of what you can do with your posts before diving into greater detail on each option.

Within a project, tap the New Post button at the bottom of your mobile Feed, or click it from the top right of the web app.

Within the create form you'll select what information to include and who will see your post.

Sending the post to others

 

By default your first post will be sent to others from your company that are on the job with you. Tap to include other people or companies, or to make it private to yourself.

You can also type in an email address to email this content to someone outside of Fieldlens. Their replies to the email will post back into Fieldlens.

Title and description

Use the title to summarize the issue - along with any photos, the title will be prominently displayed within the Feed.

The description can be used to more fully describe what you're seeing.

Quick action bar

 

Quickly add assignees, categories, pins on a drawing, locations, photos and videos.

At the bottom of the create form you'll see icons on your mobile device for frequently used options.

  • Add an assignee (or multiple) - If your post is about work that needs to get done, tap the assignee icon. You can set a due date for the task - if the same for all assignees - or different due dates for individual assignees.
  • Add a category - Easily identify and group similar posts together. You can filter your Feed to get a quick view of them and send reports when needed.
  • Pin your post to a drawing or add a location.
  • Add pictures and video - Take or attach unlimited photos and video and add them to your posts. After adding a photo to your post, you can use the markup tool to call out any details that need extra attention - just tap the photo in the post to launch the markup.

Overflow menu (...)

 

Drawing Markup - You can add markup to a project plan from your mobile device while creating or reacting to a post. This markup will not be on the actual drawing but a snapshot of it that will be included with the post.

Weather - Add current weather based on your project’s location and adjust as needed. Weather will be pulled by your project’s zip code.

Resource Tracking - Select from lists of resources to enter workers and hours worked. You can also log unit codes associated with work done and track headcount for companies and disciplines.

Voice Notes - When you’d rather create a hands-free post, you can use the Voice Notes feature.

Attachments - Attach unlimited documents or other posts from programs like Dropbox, Google Drive, etc.

Post flags - add a Safety or Deficiency flag when necessary.

Send to

Your very first post will default to “My Company” - which means that anyone from your company who’s on the project will see the post.

Note: After your first post, Send to will default to the previous post's selection - making it easy if you're creating a number of posts that need to be sent to the same people.

On mobile, you can tap Send to if you need to add more people or companies, or to remove any people or companies - including your own.

On the web simply type a person or company name, or click the Browse button to search the directory.

From both the mobile and web apps, you can type in an email address to share a post with someone that is not on your project. If they have a Fieldlens account they will be added to the project; if they do not have an account they will receive an email with all the details of the post.

You can post without any people or companies in the Send to field, which will make it private to you.

Title & Description

Your title should briefly tell others (and remind you) what the post is about.

It's prominently displayed in the Feed, and when you see an update, it lets you know at a glance whether you need to click in and see what's happening.

The description is where you lay out any detail, instruction, open questions, etc.

Click or tap into each field to start typing.

A title is required. However, if you add a category and leave the title field blank, the category will become your title. Likewise, if you include pictures or video but no title, the title will autopopulate with See attached media.

 

Add assignees

If your post is about work that needs to get done, you can add individual assignees or assign the task to specific companies.

Tap the assignee icon on mobile to get started, or click the Browse button on the assignee field on the web.

 

You'll see a list of the companies and users on the project with you. If you're on your mobile device you'll also be able to assign to anyone in your phone's contacts (provided the contact includes an email address).

You can also type in an email address if the person is not a Fieldlens user and is not in your contacts.

Once you've chosen your assignees, click Done to return to the create form. You'll see an option to add due dates - each assignee can have an individual due date, or one date can apply to all.

Once posted, all assignees will be notified. Fieldlens users will see the post in their Feed, and if it's been assigned to a company, all users from that company on the project will see the post.

Any email assignees will receive an email with the post details - and their replies to the email will post back to Fieldlens.

Post status

Posts that have been assigned have three distinct statuses:

  • Open - assigned work that has not been completed.
  • Resolved - the person responsible for the work has indicated they are finished.
  • Closed - work has been confirmed as completed.

Assigned posts that include a due date can also be marked as Past Due if they have not been marked Resolved by the due date.

Posts that do not require work to be done - a progress photo post for example - are called unassigned posts. Unassigned posts require no action and have no assignees.

Void Posts

If you make a mistake while posting, or a post is invalid for another reason, you can mark your own posts as Void. These posts are removed from the project Feed but can still be accessed via the filters on the web.

Add pictures and video 

 

Sometimes the fastest way to give your crew clear direction or convey details is to use a photo or video.

Click the camera icon from the quick action bar to add pictures or video to your post. On iOS you'll see options to take new photos, choose from your library, or use the last photo taken.

Android will launch directly into your camera and you can click into your library.

Photo markup

You'll see thumbnails within your post of any photos that you've added. Simply click the photo to access the Photo Markup tools.

Add categories

Categories let you easily identify and group similar posts together to find or report on them later. Tap or click the tag icon to access a list of categories for your project.

Depending on how your project has been set up, you may be able to add a new category on the fly. If they've been locked by the Project Organizer, you'll need to choose from the list or request a new one be added.

Add as many categories as necessary.

If you see a number to the right of a category that means there are subcategories within that category. Categories can be nested up to 4 levels deep.

Add locations

 

Like categories, locations help you easily find and report on posts later. They also help your crew navigate to issues on the jobsite.

Tap the pin icon from the quick action bar and choose Add a location.

Once within the locations page, you'll be able to choose from a list of locations that have been set up by the Project Organizer.

Depending on project set up, you may also be able to add a new location when needed.

Select the proper location and save.

A number to the right of the location name indicates sub locations.

Locations, like categories, can have sublocations up to four levels deep.

Adding a pin to a plan

Want to see your post right on top of your project plans? Tap the pin icon from the quick action bar and choose Pin to drawing. Adding a pin to a drawing is currently available only from your mobile device.

 

You'll see a list of drawings that have been added to your project by the Project Organizer. They will organized by Discipline, Locations and Tags, so it'll be easy to find what you're looking for.

Once you've found the right drawing, tap to open it. You'll be able to zoom in by pinching two fingers together and scroll by dragging with a single finger.

To add your pin, long press (tap and hold) - your pin will be added and you'll be brought back to the create form.

Drawing markup

 

Once you've added a pin to a drawing, you can simply click on the thumbnail within the create form to access the markup tools.

Markup will not change the actual plan, but will take a snapshot of the section you've marked up and attach it to your post.

You can also navigate to a different plan - or mark up a plan without adding a pin - by choosing Drawing Markup from the overflow menu.

Weather

Fieldlens will pull local weather for your project based on the zip code. You can edit the temperature and weather description if necessary.

Tap into the overflow menu and choose Weather.

 

Resource tracking

Resource Tracking allows you to add and track things like people and companies on the job, work done, hours worked, materials used, quantity and more.

Access Resource Tracking from the overflow menu on your mobile device, or clicking the hardhat icon on the web.

Your Company Administrator will add unit codes and resources to your company profile, and they will be available across all projects for your users.

You can also add new resources on the fly by tapping Add a Resource and entering a first and last name.

The unit codes help you document the exact type of work that was performed by a resource.

 

You can also track headcount of the companies or disciplines on the job with you. Any companies that have been added to the project will be available to select - or you can choose from the list of trades on the discipline tab. 

Adding attachments

You can attach files to your posts from the overflow menu on mobile or by clicking the paperclip icon on the web.

Voice notes

You can record voice notes on your mobile device to include with your posts as well. Click the overflow menu and then Voice Notes.

Once there, tap the red record button to start the recording, and tap it again to stop.

Post flags: safety and deficiency

When you need to call attention to a safety or punch list issue, you can easily apply a post flag of “Safety” or “Deficiency” from the mobile and web apps.

On mobile, use the overflow menu from the bottom right of the toolbar, or the post flag drop-down on the web.

Post & copy

When you know you'll be creating a series of posts with similar details (for example, if you're working through a punch list), you can fast forward through the process using Post and copy. At the bottom of the overflow menu you'll see an option to turn on Post and copy.

This option will copy the same categories, assignees, location and people from post to post.

Fieldlens will maintain these flags after you’ve posted - speeding things up if you’re creating a number of deficiencies in a row, for example. You can remove them at any time.