Projects in the STACK Field App

Print
Dark
Light
PDF

Article summary

Did you find this summary helpful?

Thank you for your feedback!

En Français

En Español

What to Know

Projects must be created in the Web Portal before they can be accessed in the STACK Field App.
Users need to have a STACK account and be invited to a project to access it on the STACK Field App.
Users will only see the projects that they have been invited to work on in the STACK Field App.
The Project's page is where you land when you first open the STACK Field App.
Protect settings may be edited in the Web Portal as well as the STACK Field App.

See below for instructions to:

Projects Page Overview

Edit Project Settings

Project Sync Status Information

Projects Page Overview

Search Bar: The Projects page includes a search barre allowing you to search projects by entering keywords, which are part of the name, or numbers, which are part of the code. As you type, the most relevant results will appear.
Projects List: The Projects list includes all the projects that you have been invited to collaborate on. It displays the following information:
- NAME: The name that was given to the project when it was created in the Web Portal.
- CODE: If any, the code that was given to the projects during its creation.
- ROLE: The role you occupy on the project.
- ORGANIZATION: The name of the organization the project belongs to.
- LAST UPDATED: The date the project was last updated by any user on the project.

Edit Project Settings

From the Projects page, tap the project you want to edit the settings for.
Tap the hamburger menu and tap Project Settings.
Use to toggle buttons to edit your project settings:
- SEARCH: Set if you want to allow search in PDF document and text documents
  - Enable content search in PDF (0.0 bytes)
  - Document textual search on latest revisions
- PUSH NOTIFICATIONS: Set the circumstance for which you want to receive push notifications
  - For new published documents
  - For issues I created
  - For issues assigned to me
  - For daily reports I created
  - For daily reports assigned to me
  - For daily reports related to deleted users
- EMAIL NOTIFICATIONS: Set the circumstance for which you want to receive email notifications
  - For new published documents
  - For issues I created
  - For issues assigned to me
  - For issues related to deleted users
  - For daily reports I created
  - For daily reports assigned to me
  - For daily reports related to deleted users
Tap Done.

Project Sync Status Information

The Sync Status Information feature helps field users stay confident that they’re working from the most up-to-date plans. Especially on larger projects with longer sync times, there’s a risk of closing the app too early—before new documents or markups have finished syncing. This can lead to working from outdated information without realizing it.

With this feature, users can easily check if their app is still syncing when they close it, and see when it last successfully synced. It’s a simple way to reduce uncertainty, prevent costly errors, and ensure everyone is referencing the latest version of the project.

The feature is available on iOS and Android, as well as Windows.

Last Sync Column

In the Project page, the LAST SYNC column helps users quickly assess the sync status of each project:

• It displays the date of the last sync if the project has been opened and synced before.

• Shows a dash ( – ) if the project has never been opened on the device.

• Displays “Syncing…” if the project is currently in the process of syncing.

Last Sync Icon

When opening a project, a sync icon appears in the upper-right corner of the screen, giving you real-time status at a glance. The icon will reflect one of the following states:

• Synced: Your project is fully up to date.

• Sync Failed: There was an issue syncing; your data may not be current.

• Offline: You’re not connected to the internet; changes won’t sync until you’re back online.

Last Sync Pop Up

Clicking on the sync icon reveals detailed information about your project’s sync status, including:

Sync icon	Information icon	Text
Synced		Last sync: Date and Time
Currently syncing	None	Currently syncing XX% of XXXX documents left to sync Shows active sync progress.
Sync Failed		Last sync: Failed Retry syncing
Offline		You’re offline Last successful sync: Date and Time
Warning prior to switching projects during sync		Project “Project Name” will not finish syncing if you switch projects. Approximately XX% of your documents are left to sync Option: Continue syncing: stops the change project action Change project: disregards the notice and switches the project immediate Refresh: updates the % complete