Create a New Issue or RFI from Markup with Mobile Team

Project editors can create a new issue or RFI directly from a drawing markup in Mobile Team by selecting the drawing's markup and tapping Add.

For details on adding a new markup, see Mark up a Document or Drawing.
  1. Tap the menu in the top-left corner of the screen, and do one of the following:
    • Tap your project name to open the project home page.
    • If your project does not appear, tap Change Project to open the Project list, and tap the name of your project to open it.
      Tip: From the Projects page, you can add a project to the main menu by tapping the star icon for that project.
  2. Tap the Docs icon.
  3. On the Docs homepage, select Drawings.
  4. On the drawings list page, select the drawing with markup that you want to create an issue or RFI from.
  5. From the More menu, select Markup.
  6. Select the markup, and tap Link from the pop-up window
  7. On the Related Record page, tap the Create icon next to either RFIs or Issues.
    The New Issue or New RFI page appears.
  8. Fill in the relevant fields for your new item based on markup.
  9. When finished entering details, you can send the work item or save it without sending.
    • To save the work item and send it, tap Send.
    • To save the work item without sending it, tap Save. A draft of the work item is saved. The work item details will indicate "Draft" until it is sent.
    • To delete the work item draft, tap the X, and select Discard.