Replying and Updating Posts

Overview

Once you've added a post to Fieldlens, you can reply with comments, additional pictures or video, and many other types of updates (e.g., editing categories, editing location, etc). So can anyone else that is an assignee or that has had the post sent to them. 

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You can also change the status for any posts that have been assigned to you, or that you have assigned to someone else.

Each update will be timestamped and indicate who updated the post, so a complete history of all interactions is always available.

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Types of Updates

There are a number of ways that you can add to a post:

  • Comment - ask or answer questions, update on progress or add additional detail.
  • Update assignees - mark yourself or your company resolved on open tasks, or change the status on tasks that you've assigned.
  • Add pictures, videos and voice notes - document progress or work completion, for example.
  • Add or update assignees and due dates.
  • Add or update the people the post has been sent to.
  • Add or update the location.
  • Add or update categories.
  • Add weather.
  • Add attachments.

 

Replying and updating from mobile

On your mobile device, from the Feed tap the post you'd like to add reply to or update - this will bring you into the full post and it's timeline.

If you just need to add a comment, you can tap the "Comment" field at the bottom of the post. 

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From this bar you can also add photos or videos from your device by tapping the camera. You can also add drawing markup, document attachments, voice notes, and weather data by tapping the + button.

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For edits to the post information –things like editing categories, editing location, editing who the post was sent to, editing the title, and others– access the pencil menu on the top right of the screen.

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Replying and updating from web

From the Fieldlens web app you can add a quick comment directly from the Feed - just click into the field at the bottom of each post and start typing.

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Click the post to open the entire post with it's full timeline. The post will pop up in a panel on the feed, and the comment bar will be at the bottom of the panel.

Write your reply in the comment box - when you're finished click "Send." You can also add pictures and documents via the attachments button, and include weather data via the weather button. 

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When you are finished with your reply, click "Post." Your update will be timestamped and added to the post.

For edits to the post information –things like editing categories, editing location, editing who the post was sent to, editing the title, and others– access the pencil menu on the top right of the panel.

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Changing status

Any post that has an assignee will also have an associated status:

  • Open - the work has not been completed.
  • Resolved - the work has been completed but not approved.
  • Closed - the work has been completed and approved.

If you or your company have been assigned a post, you'll be able to reply "Resolved" when the work is done. This will notify anyone on the post that it's finished.

Best practice: include pictures or video along with your change in status

The original poster will then be able to mark the post "Closed" - or reopen it if additional work is necessary.

You can change any assignee status, or add any new assignee by clicking or tapping on the assignee icon to the left of the comment box in mobile and via the "Update assignees" in web.

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Bulk actions - updating multiple posts

Bulk actions are actions you apply to multiple posts - similar to marking all or a bunch of your emails as “read.” They are available from the web app when viewing the Feed in list view.

From your web Feed you can:

  • Update the status of multiple assignees on a task to “Resolved” or “Closed” - indicating that their work is either ready for review or has been reviewed and approved.
  • Add new assignees, locations, or categories to a post, or add new people and/or companies to the post to loop them in (like an email Cc).

Log in to the web app and select a project.

  1. From the top of your Feed, tap the list icon to show “Less detail.”
  2. Hover over the posts you’d like to update and check the boxes beside each post you'd like to update.

You can also click the “Select all” button at the top of the screen if you'd like to apply an action to all posts in your Feed.

 
 
Editing post title
 

Though you can not edit the contents of a post once it's created, you can edit a post's title from the web app.

You can only edit a title if you or someone from your company was the original poster. Editing the title will be a timestamped update.

Simply click into the post from the web app and click into the title. Once you've made your changes, click the green check mark.

Void and duplicate
 
If you've made a mistake with a post, you can mark it as Void from the web app. This will remove it from your project Feed as well as your post counts.
 
 

Many users will first duplicate a post and correct any mistakes. Once the duplicate is posted they will then mark the original post as Void.

You can still find and reactivate a voided post, if necessary, using the quick filters on the web app.