Turn your Markups into Tasks for the field with Revu’s GoCanvas integration. Assign field work (like inspections and work orders), track progress, and keep crews informed–all within Revu.

Table of Contents

GoCanvas Account Setup

Build a Form

Create a Dispatch in Bluebeam Revu

Complete the Dispatched Task

Track Dispatches in Revu

View & Edit Submissions in GoCanvas

Task Link

If you are new to GoCanvas, the content in this article covers the steps, with supplemental articles, that will allow you to start creating GoCanvas Dispatches in Bluebeam Revu.

GoCanvas Account Setup

In order to get up and running with GoCanvas, you will need to add all potential GoCanvas users to your  account.

Add Users to the Account

To use the Task Link integration, the following personnel will require a GoCanvas account:

1. Office user building forms in GoCanvas,
2. Office user assigning Dispatches (i.e. Tasks) to workers in the field from within Revu,
3. Workers completing Tasks in the field.

To learn more, please see, "How to Add Users and Seats."

Build a Form

Building the forms that will be dispatched to users is the biggest setup step required in order to start using Task Link.

To learn more, please see:

• What is a Basic Form?
• A Tour of the Basic Form Builder
• Build a Basic Form with Auto-Build
• Build a Basic Form from Scratch

Publish a Form

Once your form has been Tested and is working as expected, in the upper right corner of the Builder, click Save and Publish. Every time a form is republished, it locks in the current state of the form that users will complete on the GoCanvas application. For example, if you edit Version 1 then republish, it will be replaced with Version 2, rendering Version 1 unavailable.

Assign Users to a Form

Once your form is published, it needs to be Assigned to all users who will be receiving Dispatches in the GoCanvas application. Users will not appear in the Assignment dropdown list when you select Create Dispatch in Revu if the form is not assigned to them.

To learn more, please see, "Assign a Form to your Users from the Basic Form Builder."

Turn on Dispatch for a Form

The final step needed to make a form available in Revu is to enable Dispatch for the form.

To learn more, please see, "Enabling Dispatch."

Create a Dispatch in Bluebeam Revu

Use the Task Link Integration to create a Dispatch. 

To learn more, please see, "Use Task Link to assign work to field teams" on the Bluebeam Support site.

Complete the Dispatched Task

For users that are completing Dispatches that are assigned to them, those users will need to download the GoCanvas mobile application to their device.

To learn more, please see:

• Getting Started with GoCanvas on your Mobile Device
• What is a Submission? (i.e. a completed Task)
• Completing a Submission

Track Dispatches in Revu

Use the Task Link sidebar to track Dispatches.

To learn more, please see, "Use Task Link to assign work to field teams" on the Bluebeam Support site.

View & Edit Submissions in GoCanvas

Once your Tasks have been completed, they can be viewed and edited from within the GoCanvas web portal.

To learn more, please see, "Editing a Submission."