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Procore (en-GB)

Create Snag List Items with Quick Capture from a Drawing (iOS)

Objective

To create snag list items on a drawing using the Quick Snag feature on the Procore iOS app.

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permissions or higher on the project's Drawings tool.
      AND
    • 'Standard' level permissions or higher on the project's Snag List tool.

Prerequisites

  • Your iOS device must be configured to allow the Procore app to access the device's 'Camera', 'Microphone' and 'Speech Recognition' features. When you open Quick Capture for the first time, the Procore app will automatically prompt you to allow it to access these features. If you denied the Procore app's access to these features, see Apple's Control Access to Hardware Features on iPhone icon-external-link.png for more information about manually configuring these features.
  • Your iOS device must have the 'Dictation' feature enabled. See Apple's Dictate Text on iPhone icon-external-link.png.

Steps

  1. Navigate to the project's Drawings tool using the Procore app on an iOS mobile device.
  2. Tap the drawing that you want to add a snag list item to.
  3. Tap the Pin icon-drawing-markup-pin-ios.svg icon in the markup toolbar.
  4. Tap the Quick icon-drawing-markup-quick-capture-mobile.png icon to add a Quick Capture pin icon-punch-item-quick-capture.png.
  5. Place the pin on the drawing by tapping the area where you want the item to appear.
    Note: You can move the pin by tapping the pin. Once the dotted line appears around the pin, you can move it by dragging it to the desired location.
  6. Tap Review Item(s) to open the Quick Capture Items menu.
    Note: Alternatively, you can also double tap on the Quick Capture pin that you want to review.
  7. Tap the Quick Capture item that you want to create a snag item from.
  8. On the 'Create Snag Item' screen, review or update the information. See Create a Snag List Item with Quick Capture (iOS) for more information.
    Note: The 'Linked Drawing' field cannot be updated.
  9. Tap Send to Snag to create the snag item.
    Note: If you are not ready to create the snag item, tap the X to close the 'Quick Capture Items' window without saving any changes. If you created the Quick Capture pin by mistake tap Delete to remove the Quick Capture pin.
  10. After the item has been sent to the project's Snag List tool, the pin changes from the Quick icon-punch-item-quick-capture.png icon to the Snag icon-punch-item-draft-closed.png icon.
  11. Optional: Tap the pin to perform additional actions on the snag item. See Snag List (iOS) Tutorials for more information.